Orion Advisor Solutions
The Elite Advisor Group (EAG) Advisor Relationship Manager serves as the primary relationship service representative for Orion’s top advisors, delivering a high-touch, personalized service experience. This role partners with internal teams to drive a seamless experience across products and services while utilizing approved AI resources to enhance efficiency and proactive engagement. The ultimate goal is to build trust-based relationships that enhance advisor satisfaction, retention, and long-term growth.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago