Orion Corporation
Subject Matter Expert - Financial Planning
Orion Corporation, Idaho Falls, Idaho, United States, 83401
Join to apply for the
Subject Matter Expert - Financial Planning
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Orion 2 days ago Be among the first 25 applicants Join to apply for the
Subject Matter Expert - Financial Planning
role at
Orion Get AI-powered advice on this job and more exclusive features. About This Opportunity
As a Subject Matter Expert - Financial Planning, you will be responsible for maintaining high standards of customer service and focusing on case management for Orion. This position will support service teams by providing guidance and instruction in order to push cases and projects to a completion. The position is also responsible for excellent client support and servicing clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. About This Opportunity
As a Subject Matter Expert - Financial Planning, you will be responsible for maintaining high standards of customer service and focusing on case management for Orion. This position will support service teams by providing guidance and instruction in order to push cases and projects to a completion. The position is also responsible for excellent client support and servicing clients. 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; Idaho Falls, ID; or Lehi, UT.
For Internal Candidates
A ll internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, Youll Get To
Contribute to evaluation, implementation and management of Orions financial planning platform and assist with projects related to financial planning system version upgrades Assist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc. Collaborate with programming team in setting prioritization on quarterly build delivery schedules Conduct and participate in quarterly financial planning system evaluations, including creation of regression test plans (current / future state analysis) for new functionality, and make recommendation of final solutions; perform quality assurance testing of automated solutions and newly developed workflows and other assignments as necessary Participate in periodic disaster recovery testing as it relates to reporting related operations
Were Looking For Talent Who
Has knowledge of industry rules and regulations pertaining to various security instruments and markets Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance Has minimum of a bachelors degree in Business Administration, Finance or related field Possess prior experience in a trading-related role for an investment advisor Possess prior experience with financial planning tools Has minimum of 1 year of experience in the financial services industry or prior/current employment with Orion Obtain Orion Industry Certification Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Salary Range
$56,046.00 - $82,313.00
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 DNAwe
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.
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Referrals increase your chances of interviewing at Orion by 2x Get notified about new Financial Planning Specialist jobs in
Idaho Falls, ID . Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Subject Matter Expert - Financial Planning
role at
Orion 2 days ago Be among the first 25 applicants Join to apply for the
Subject Matter Expert - Financial Planning
role at
Orion Get AI-powered advice on this job and more exclusive features. About This Opportunity
As a Subject Matter Expert - Financial Planning, you will be responsible for maintaining high standards of customer service and focusing on case management for Orion. This position will support service teams by providing guidance and instruction in order to push cases and projects to a completion. The position is also responsible for excellent client support and servicing clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. About This Opportunity
As a Subject Matter Expert - Financial Planning, you will be responsible for maintaining high standards of customer service and focusing on case management for Orion. This position will support service teams by providing guidance and instruction in order to push cases and projects to a completion. The position is also responsible for excellent client support and servicing clients. 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; Idaho Falls, ID; or Lehi, UT.
For Internal Candidates
A ll internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, Youll Get To
Contribute to evaluation, implementation and management of Orions financial planning platform and assist with projects related to financial planning system version upgrades Assist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc. Collaborate with programming team in setting prioritization on quarterly build delivery schedules Conduct and participate in quarterly financial planning system evaluations, including creation of regression test plans (current / future state analysis) for new functionality, and make recommendation of final solutions; perform quality assurance testing of automated solutions and newly developed workflows and other assignments as necessary Participate in periodic disaster recovery testing as it relates to reporting related operations
Were Looking For Talent Who
Has knowledge of industry rules and regulations pertaining to various security instruments and markets Has knowledge and understanding of anti-money laundering rules and procedures required to maintain compliance Has minimum of a bachelors degree in Business Administration, Finance or related field Possess prior experience in a trading-related role for an investment advisor Possess prior experience with financial planning tools Has minimum of 1 year of experience in the financial services industry or prior/current employment with Orion Obtain Orion Industry Certification Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Salary Range
$56,046.00 - $82,313.00
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 DNAwe
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.
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Referrals increase your chances of interviewing at Orion by 2x Get notified about new Financial Planning Specialist jobs in
Idaho Falls, ID . Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr