Director of Implementations & Client Onboarding
Listed on 2026-11-01
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IT/Tech
IT Consultant
Orion Advisor Technology, LLC in the United States seeks a Director of Implementations to lead onboarding of Wealth Advisory clients, support Advisor requests, and guide Portfolio Managers and Consultants. The role blends leadership and hands-on work across regions, with hybrid on-site requirements and a focus on service excellence and process optimization.
Candidates should have 7+ years in client service/investment industry, 1+ year of management, a BS/BA, and Salesforce experience.
Join us at Orion Advisor Technology, LLC as our next Director of Implementations & Client Onboarding in NE, United States.
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This posting is for the Director of Implementations & Client Onboarding role at Orion Advisor Technology, LLC, based in NE, United States.
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