Our Teams

Where You'll Make an Impact

Tech and Product

Designing the Platforms Behind Advisor Success

Build the connected experiences, AI-powered capabilities, and intelligent tools that help advisors work more efficiently, deepen client relationships, and grow their businesses. You’ll collaborate across disciplines to solve complex challenges and shape the future of wealth management.

Investment Management

Guiding Investment Strategies for a Changing Industry

Help create investment solutions that give advisors greater confidence and flexibility in serving their clients. By combining research, technology, and strategic insight, you’ll help shape investment experiences that improve outcomes for advisors and investors alike.

Team Member Success and HR

Championing the Team Member Experience

Help create an environment where people can do the best work of their careers. From talent development, leadership programs, training and education, and team member experiences, you’ll help build a workplace where people continue to learn, grow, and thrive.

Client Success and Operations

Helping Advisors Get More from Orion

Partner directly with advisors to help them unlock the full value of Orion’s platform. By solving problems, improving workflows, and delivering exceptional support, you’ll help advisors spend more time focused on what matters most—their clients.

Sales

Connecting Advisors to What’s Next

Build trusted relationships with advisors and help them discover solutions that strengthen their businesses and enhance the experience they deliver to clients.

Finance

Fueling Smart Business Decisions

Provide the insights that help Orion invest boldly, grow responsibly, and continue transforming wealth management. Your work helps power the innovation behind everything we build.

Legal and Compliance

Navigating Risk. Protecting Trust.

Help Orion innovate with confidence. By managing risk, ensuring compliance, and protecting trust, you’ll enable our teams to move quickly while delivering exceptional experiences for advisors and the clients they serve.

Marketing, Communications, and Training

Inspiring Action Through Learning and Connection

Shape how Orion connects with advisors, strengthens its brand, and equips team members to succeed. From storytelling and education to go-to-market strategy and internal communications, you’ll help inspire action, build understanding, and bring our mission to life.

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.

Ascent Team

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.

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