Orion Advisor Solutions
As a Trader, you will execute daily trading functions for advisors and clients, including mutual fund and ETF trade placement, reconciliation, and cash allocations within a regulated environment. The role requires close coordination with advisor service teams to ensure high-quality service delivery while adhering to strict market cutoffs and compliance regulations. You will manage trade flow processes, maintain documentation, and participate in testing and team planning efforts.
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.
51% below the average for this role
Insider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago