Embedded Client Advocate Wealth Tech & Relationships
Remote / Online - Candidates ideally in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-20
Omaha, Douglas County, Nebraska, 68197, USA
Listing for:
Orion Advisor Technology
Remote/Work from Home
position Listed on 2026-07-20
Job specializations:
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IT/Tech
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Customer Service/HelpDesk
Job Description & How to Apply Below
Orion Advisor Technology seeks an Elite Client Advocate to act as a deeply embedded client-facing contributor, operating as an extension of the client’s home office. You’ll develop knowledge of client processes, tech, people, and priorities to ensure a seamless, proactive, and trusted relationship.
This hybrid role requires onsite presence three or more days weekly at an Orion office and travel up to 5% annually.
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