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Integration Product Manager

NorthStar Financial Services Group, LLC Omaha, NE

Job Description

The Integrations Product Manager is responsible for working directly with the client base of Orion Advisor Services, LLC to support new integration relationships. The Integrations Product Manager will work with new integration partners and establish a workflow of onboarding and further develop existing integration relationships.


What does this role entail?


  • Acts as product manager and participates in special projects supporting the Integrations Application Team
  • Creates and maintains comprehensive project documentation using Smartsheet and Salesforce technology
  • Works directly with Integration Partners and appropriate internal resources to develop project scope of work documents and project plans
  • Manages change to scope and schedules accordingly
  • Plans, budgets, oversees and documents all aspects of projects
  • Reports, tracks and escalates projects and issues to upper management as needed
  • Creates BRD’s and specifications for new development needs for integrations
  • Works with the programming team to provide Statement of Work (SOW) for integration development
  • Coordinates new development priorities with Director, Technology Support and Applications teams
  • Responsible for testing new development to ensure specifications were met and released properly; this may include weekend hours for build release rollouts and testing
  • Opportunity to work through our program to achieve project management certifications


  • Provides support/training to advisors and internal teams on Orion’s various Integrations
  • Participates in training sessions during Orion Tech Lab or OAB conferences.
  • Periodic travel required to conduct onsite client visits for project management requirements or training visits


  • Determines integration specific procedures to prepare onboarding to advisors


What skills and knowledge is needed?

  • Knowledge and understanding of project management concepts and discipline
  • Knowledge and understanding of APIs, programming interfaces, and data structure
  • Knowledge and understanding of Salesforce CRM preferred
  • Advanced knowledge and understanding of Orion’s Advisor Desktop, Client Portal and Connect systems
  • Ability to exercise appropriate judgment, reasoning and decision-making
  • Ability to troubleshoot issues utilizing creative and critical/analytical thinking skills
  • Ability to complete Statement of Work (SOW) forms


Education and Experience:

  • Minimum of a Bachelor's degree in Business Administration, Finance or related field required
  • Minimum of 6 months Orion systems experience required
  • Demonstrated advanced knowledge of Orion reports required
  • Minimum of 2 years’ experience working within financial services, technology, or customer service industries preferred
  • Orion Series 65 certification must be obtained within 90 days of employment


Job Details

Date Posted November 1, 2018
Date Closes December 1, 2018
Requisition oP5L8fwx
Located In Omaha, NE
Department Software Development
SOC Category 00-0000.00