Now Hiring for a new Investment Strategy Analyst!
This position is focused on the planning, transition, personalization, and initial proposal process of tax-managed client portfolios.
Looking for an individual who can collaborate with internal sales, portfolio managers, and external financial advisors to develop tax transition proposals which will help facilitate business development opportunities. This individual will work with Orions Direct Indexing and portfolio optimization technology
Job Duties Include:
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.
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 16, 2023|
|Date Closes||April 15, 2023|
|Located In||Omaha, NE|
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