More jobs:
Advisor Experience Architect; Hybrid
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-09-05
Listing for:
Orion Advisor Technology
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Orion Advisor Technology in the United States (Kentucky) seeks a Client Relationship Specialist to deliver proactive relationship support to financial advisors. The role combines relationship management, advisor enablement, and AI-assisted service to enhance accuracy and efficiency.
Hybrid work requires on-site presence three or more days per week at a local office. Responsibilities include advising on systems and workflows, enabling adoption of Orion tools, and delivering timely, high-quality
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