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© All Rights Reserved. ApplyBlast.com
Orion Advisor Solutions
The Investment Strategist collaborates with the portfolio management team to develop investment strategies, product selection, and asset allocation recommendations for prospective clients. The role involves communicating with financial advisors, providing ongoing support on investment-related activities, and guiding the internal sales team on portfolio construction. This position requires a hybrid work arrangement with three or more days on-site per week.
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.
18% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
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