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Summary
About the Role
About You
- 10-12 years of experience in Account Management, Customer Success, or a related field within the financial services industry, with a strong emphasis on Salesforce administration.
- 7+ years of experience in a leadership role managing teams in Salesforce administration and optimization.
- Deep understanding of Salesforce architecture and best practices, including data modeling and security models.
- Experience in developing and implementing Salesforce strategies considering financial services regulatory needs.
- Extensive experience with Salesforce in a multi-org environment, including administration and integration with financial services systems.
- Strong analytical and problem-solving skills; excellent communication and interpersonal skills.
- Minimum of a high school diploma or equivalent.
- Experience with Salesforce Financial Services Cloud.
- Proven ability to drive operational excellence and continuous improvement.
Benefits
- Health, dental, vision, and disability coverage on day one.
- 401(k) plan with employer match.
- Paid parental leave.
- Pet benefits including pawternity leave and pet insurance.
- Student loan repayment.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7