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Subject Matter Expert- Risk Intelligence Service Team

Company: Orion Advisor Solutions LLC
Location: Omaha
Posted on: September 24, 2022

Job Description:

The Subject Matter Expert - Risk Intelligence Service Team is responsible for giving users the confidence to use Orions Risk Analysis software effectively and efficiently so that they can have meaningful conversations about risk with their clients. Essential Functions of the Job

  • Responds to incoming support questions via chat, e-mail, and phone.
  • Identifies and communicates software issues discovered through client interactions, providing developers and product team with enough information to resolve the issues.
  • Coordinates with sales and billing departments to train new users and resolve billing-related issues.
  • Trains new and existing users on how to use the software and demonstrate best practices.
  • Synthesizes frequently encountered issues and questions into suggested platform improvements. Education Needed to Perform the Job
    • Minimum of a High School Diploma, GED or equivalent required.
    • Minimum of a bachelors degree in Business, Finance, or related field preferred.
    • Orion Industry Certification must be obtained within 90 days of employment. Experience Needed to Perform the Job
      • Minimum of 2 years working in the office of a Registered Investment Advisor, Broker-Dealer representative, or other Financial Advisor preferred.
      • Knowledge of financial planning software like Orion, Tamarac, Black Diamond, Addepar, MoneyGuidePro, eMoney, Naviplan, Redtail CRM, Riskalyze preferred.
      • Knowledge of or interest in investing - stocks, mutual funds, bonds, options, financial or estate planning preferred.Position at Orion Advisor TechnologyAbout UsAs One-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 to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orions success and powers success for our clients and everyone at Orion.Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.

Keywords: Orion Advisor Solutions LLC, Omaha , Subject Matter Expert- Risk Intelligence Service Team, Other , Omaha, Nebraska

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