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© All Rights Reserved. ApplyBlast.com
Orion Advisor Solutions
As a Portfolio Manager for Custom Indexing, you will plan, customize, and manage tax-managed client portfolios with a focus on Direct Indexing and portfolio optimization. You will collaborate with financial advisors and internal teams to monitor, maintain, and rebalance portfolios while translating complex quantitative concepts into understandable strategies for clients.
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.
5% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
