Orion Advisor Solutions
The Premier Technical Account Manager serves as the strategic technical partner and primary relationship owner for high‑value advisory firms, guiding clients through onboarding, adoption, and ongoing lifecycle activities. The role combines deep platform expertise with consultative advisory skills to drive client value, manage escalations, and lead cross‑functional projects while maintaining executive‑level relationships.
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.
39% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago