Derek employee
Transform an Industry

Work That Matters

The wealth management industry is entering a new era, and Orion is helping to define it.

Our technology, investment solutions, and AI capabilities give us a unique opportunity to transform how advisors work and how investors experience financial advice.

When you join Orion, you’re not just building products or solving problems. You’re helping create the future of an industry and the millions of investors who depend on it.

$6T+

In assets under administration1

8M+

Technology accounts served1

1,300+

Team members

$200B+

Wealth management platform assets1

 

Orion IQ and AI Certification programs for team members

17 of 20

Barron’s top RIA firms rely on Orion technology2

 

Orion clients grow faster than non-Orion clients3

Orion
Orion Employee
Innovation and AI Culture

AI-Native. Human Centered.

AI is transforming the future of work—and at Orion, we're helping our team members lead that change. We provide the tools, training, and opportunities to build AI skills, work smarter, and continue growing as technology evolves.

By combining human ingenuity with AI-powered innovation, we're creating better experiences for advisors, delivering stronger outcomes for the clients they serve, and preparing our team members for what's next.

Growth and Opportunity

Shape What Comes Next

We're transforming wealth management at a time of unprecedented change and creating extraordinary opportunities for the people building it. Whether you're deepening your expertise, exploring new technologies, or taking on your next challenge, you'll be supported with the tools, education, and opportunities to keep learning, growing, and making an impact.

Onboarding

A structured start that connects your role to the advisors and investors we serve.

Orion IQ

A continuous learning platform designed to deepen product and industry knowledge and help team members grow their expertise.

AI Certification

Build practical AI skills through hands-on training designed to help you work smarter, adapt to what's next, and grow your career.

Tuition Assistance

Up to $5,250 a year toward undergraduate study and $8,250 toward graduate degrees.

Leadership Development

Programs that build the skills to lead people, navigate change, and make an impact at every level.

Flexible Career Pathways

Room to move across teams and disciplines as your interests and the industry evolve.

How We Work

The Values That Drive Us

Orion’s culture isn’t defined by posters on a wall; it’s built by smart, curious people who care about our clients and each other. We challenge ideas, celebrate wins, learn from setbacks, and work together to solve meaningful problems. That’s how we innovate, and it’s how we succeed in moving the industry forward.

We are committed to going above and beyond to exceed client and team member expectations with exceptional service, support, and collaboration. Our goal is not just to satisfy, but to inspire so profoundly that people rave about Orion.

Innovation is a state of mind. We push boundaries, reject the status quo, adapt quickly to change, and relentlessly pursue transformative outcomes.

We hold ourselves to the highest standard of follow-through and personal accountability. Completing work and driving towards solutions are not just goals — they are expectations.

When we uplift one another, we are united. That’s why we are dedicated to acting with empathy, respect, and integrity. We offer proactive and unwavering support to our colleagues whenever and wherever needed.

Orion Locations for April 2026
Where We Work

Find Your Orion Community

Great ideas happen when talented people come together. Across our office hubs, you’ll find teams connecting, learning from one another, and turning ideas into actions that help advisors better serve their clients. 

Whether you're brainstorming the next innovation, solving a complex problem, or celebrating a team win, our offices are places where relationships grow, and communities are built.

Office Hubs

Omaha, NE

17605 Wright Street 
Omaha, NE 68130

King of Prussia, PA

1000 Continental Drive
Suite 500 
King of Prussia, PA 19312

Chandler, AZ

5580 West Chandler Blvd
Suites 1-3 
Chandler, AZ 85226

Idaho Falls, ID

1135 Pier View Drive
Suite 180 
Idaho Falls, ID 83402

Lehi, UT

Traverse Ridge Center II 
3450 Triumph Boulevard
Lehi, UT 84043

Hebron, KY

2300 Litton Lane
Suite #100 
Hebron, KY 41048

Jacksonville, FL

10151 Deerwood Park Blvd
Building 200, Suite 103
Jacksonville, FL 32256

Testimonials

What Team Members Are Saying

Make an Impact at Orion

Join a team that's helping to shape the future of wealth management by transforming the industry, investing in its people, and creating better outcomes for advisors and their clients. If you're energized by solving hard problems, continuously learning, and building what's next, you'll thrive at Orion.

1Source: As of June 30, 2026.
2Source: Barron's 2025 Top 100 RIA Firms.
3Source: 2026 Orion WealthTech Survey.

Wealth Management Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC (“OPS”) and TownSquare Capital, LLC (“TSC”) on their proprietary platforms; assets in proprietary and third-party models made available through the Orion Investment Portal; assets in OPS proprietary models managed on third-party platforms; and assets associated with outsourced services provided by OPS or TSC such as trading, billing, or back office administration.