Orion is proud to share it has been named Employer of Choice at the 2026 InvestmentNews Women to Watch Awards. The award was presented November 5 at 583 Park Avenue in New York City, and Julie Lane, Orion's Chief Human Resources Officer, accepted it for the company.
Now in its seventh year, the InvestmentNews Women to Watch Awards recognizes the influential women, leaders and organizations shaping the future of financial advice. The Employer of Choice category honors firms in wealth management and financial planning that build workplaces where people's excellence is recognized and their careers can grow.
Orion was named a finalist in three categories this year, reflecting the depth of its leadership and culture:
- Employer of Choice: Orion - WINNER
- Executive Excellence Award: Natalie Wolfsen, Chief Executive Officer
- WealthTech & Innovation Leader of the Year: Erin Colledge, EVP, Platform Unification & AI Strategy
"This recognition belongs to every person at Orion. We've worked hard to make sure growth here isn't left to chance, whether that's a clear career path, a mentor who opens a door, or the chance to build skills in AI alongside the technology we deliver to advisors. I'm proud to accept this award on behalf of our entire team." said Julie Lane, Chief Human Resources Officer at Orion.
At Orion, career growth is built into how the company operates. Team members have clearly defined career paths and know what it takes to advance. We Lead, Orion's women's empowerment community, provides mentorship, peer support and visibility across the organization. Through its Women in Wealth community, Orion also supports women across the wealth management industry with programs focused on confidence, career progression and peer learning.
In 2026, Orion's investment in its people also extended to AI. Every employee was given AI goals this year, including one that asked each person to identify two repetitive tasks that slow down their teammates and find ways to automate them. Lane described the company's approach in InvestmentNews's coverage of the awards.
Ten Orion team members attended the awards and the Women Advisor Summit held earlier in the day, representing marketing, legal, human resources, technology, trading and sales. Orion also sponsored the event's photo booth.
The Employer of Choice award adds to Orion's 2026 recognition, which includes being named WealthTech Provider of the Year at the 2026 InvestmentNews Awards in June.
View the full list of 2026 winners and Excellence Awardees: https://womentowatch.investmentnews.com/2026-winners-excellence-awardees
