Portfolio Manager, Wealth Advisory
Orion Advisor Solutions
About this role
A Portfolio Manager at Orion is responsible for overseeing investment strategies using exchange traded funds, mutual funds, and other securities to meet client and firm objectives. The role sits within Orion's investment management team and contributes to investment product development and manager evaluation. This position is based in Berwyn, PA with an in-office expectation of at least three days per week.
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
$105k – $162k
per year