What are the responsibilities and job description for the Director, Wealth Tech Trading position at Orion?
About This Opportunity
As a Director of Wealth Tech Trading, you will oversee relationships between Orion’s Wealth Management Trading Team and its clients outsourcing their trade operations. Your role involves streamlining complex, multi-custodial trades through Orion as a single provider. Key responsibilities include managing multiple full-service trading desks, trading both curated and custom investment strategies, onboarding new firms, and overseeing the implementation and execution of Orion Custom Indexing. Additionally, you will participate in product development projects related to outsourced services. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Provo, UT; Idaho Falls, ID.
For Internal Candidates
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, You’ll Get To
Develop and execute a strategic vision for the Wealth Tech Trading team, consisting of Orion’s legacy OCIO and Enterprise Trading teams
Assess and enhance outsourced product and custody offerings to create a best-in-class operations/service model
Work with executive leaders to align enterprise and advisor needs, ensuring successful process integration
Identify operational risks, assess controls, and recommend process improvements to mitigate risks
Assist Enterprise strategists and maintain effective relationships with custodial partners and fund companies
Oversee the creation, review, and processing of mutual fund and equity orders, including error reporting and trade corrections
Report on Best Execution and key performance indicators to ensure compliance and display departmental success
Manage hiring, training, and development of team members, conduct performance evaluations, and oversee corrective actions
Guide team members through coaching and real-time experiences, fostering professional development
Stay attuned to industry trends and market conditions to inform decision-making
We’re Looking For Talent Who
Has working knowledge of major custodians (e.g., Charles Schwab, Fidelity, Pershing) and their interactions with firms like Orion
Has a minimum bachelor’s degree in business administration or related field
Has a minimum of 7 years of large company trading or financial industry experience, with a minimum of 3 years in management
Has strong time-sensitive decision-making skills
Has current Series 65 license or ability to obtain within the first 90 days of employment
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Salary Range
$123,491.00 - $196,279.00
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 parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
As a Director of Wealth Tech Trading, you will oversee relationships between Orion’s Wealth Management Trading Team and its clients outsourcing their trade operations. Your role involves streamlining complex, multi-custodial trades through Orion as a single provider. Key responsibilities include managing multiple full-service trading desks, trading both curated and custom investment strategies, onboarding new firms, and overseeing the implementation and execution of Orion Custom Indexing. Additionally, you will participate in product development projects related to outsourced services. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Provo, UT; Idaho Falls, ID.
For Internal Candidates
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, You’ll Get To
Develop and execute a strategic vision for the Wealth Tech Trading team, consisting of Orion’s legacy OCIO and Enterprise Trading teams
Assess and enhance outsourced product and custody offerings to create a best-in-class operations/service model
Work with executive leaders to align enterprise and advisor needs, ensuring successful process integration
Identify operational risks, assess controls, and recommend process improvements to mitigate risks
Assist Enterprise strategists and maintain effective relationships with custodial partners and fund companies
Oversee the creation, review, and processing of mutual fund and equity orders, including error reporting and trade corrections
Report on Best Execution and key performance indicators to ensure compliance and display departmental success
Manage hiring, training, and development of team members, conduct performance evaluations, and oversee corrective actions
Guide team members through coaching and real-time experiences, fostering professional development
Stay attuned to industry trends and market conditions to inform decision-making
We’re Looking For Talent Who
Has working knowledge of major custodians (e.g., Charles Schwab, Fidelity, Pershing) and their interactions with firms like Orion
Has a minimum bachelor’s degree in business administration or related field
Has a minimum of 7 years of large company trading or financial industry experience, with a minimum of 3 years in management
Has strong time-sensitive decision-making skills
Has current Series 65 license or ability to obtain within the first 90 days of employment
Obtains Orion Industry Certification
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Salary Range
$123,491.00 - $196,279.00
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 parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Salary : $123,491 - $196,279
