Orion Advisor Solutions
The Manager, Investment Solutions role is responsible for maintaining high standards of customer service for Orion's clients while leading and developing a high-performing support team across multiple product lines. This position involves evaluating and managing supported products, driving process improvements, and ensuring accurate service delivery aligned with contract terms. The role focuses on delivering exceptional client experiences, reducing onboarding time, and creating power users across all supported areas.
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