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Trading Project Manager

Orion Advisor Solutions LLC Omaha, NE

The Trading Project Manager is responsible for working directly with Product, custodial partnerships, and internal departments to support the Orion Trading Team on project activity falling outside of the operation departments daily responsibilities.The Trading Project Manager will be responsible for creating and maintaining project documents and project plans, as well as updating Executive Team members on progress.

Essential Functions of the Job

  • Acts as project manager and participates in special projects supporting the Orion Trading Team.
  • Creates and maintains comprehensive project documentation using Smartsheet and Salesforce technology.
  • Works directly with clients 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 to ensure on time completion.
  • Reports, tracks and escalates projects and issues to leadership team as needed.
  • Opportunity to work through our program to achieve project management certifications.
  • Creates BRDs and specifications for new development needs.
  • Works with the programming team to provide Statement of Work (SOW) for customized development.
  • Coordinates new development priorities with Director 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.
  • Provides support/training to internal teams on Orions various proprietary Connect applications when new technology is created or as needed.
  • Participates in training sessions during Orion Tech Labs or Regional events, as needed.
  • Periodic travel required to conduct onsite visits for project management requirements or strategic visits

Skills Needed to Perform the Job

  • Knowledge and understanding of project management concepts and discipline.
  • Knowledge and understanding of Salesforce CRM preferred.
  • Advanced knowledge and understanding of Orion Connect UI 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.
  • Ability to represent Orion in client consultations to champion our products and services.

Education Needed to Perform the Job

  • Minimum of a bachelor's degree in Business Administration, Finance or related field required.
  • Series 65 must be obtained within 90 days of employment.

Experience Needed to Perform the Job

  • Minimum of 1 year of Orion systems experience required.
  • Demonstrated advanced knowledge of Orion reports required.
  • Minimum of 3 years of experience working within financial services, technology, or client service industries preferred.



Salary Range:

$61,147.00 - $91,054.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

AsOne-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Date Posted March 7, 2023
Date Closes April 6, 2023
Requisition R982
Located In Omaha, NE
SOC Category 00-0000.00

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