Orion Advisor Solutions
As an Enterprise Trader, you will execute daily trading functions for mutual funds and ETFs, including trade placement, reconciliation, and cash allocations within a regulated workflow. The role requires close coordination with advisor service teams and a focus on quality risk management controls. You will maintain documentation, suggest process improvements, and ensure compliance with industry standards while managing stakeholder relationships.
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.
115% above the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago