Investment Strategist
Orion Advisor Solutions
About this role
The Investment Strategist - OCIO role at Orion involves developing investment strategies, making product and asset allocation recommendations, and supporting client portfolios through analytical insights and due diligence. The position requires collaboration with financial advisors, maintaining knowledge of investment products, and articulating strategic positioning to clients.
Skills
Qualifications
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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About Orion Advisor Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Salary
$77k – $116k
per year