Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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Verified contacts
200
available on Kipplo
LinkedIn employees
1.9K
1001 to 5000 range
Open roles
29
across 2 depts
Distinct roles
549
indexed titles
Tech stack
7
tools in use
Monthly traffic
9.1K
organic / mo
Hiring · 29 open positions across 2 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AS
Amanda Steinspring
Director, Service Technology · Information Technology
EmailPhone - CD
Chris Downey
Director, Data Integrity and Quality Assurance · Other
EmailPhone - CS
Chris Shutler
Head of Strategy · General Business & Management
EmailPhone - JC
Jacob Childers
Director, Finance · Finance & Accounting
EmailPhone - JD
Jacob Danielson
Director of Relationship Management · Sales & Business Development
EmailPhone - JM
Joe Mannschreck
Director, Wealth Tech Trading · Finance & Accounting
EmailPhone - JP
Joe Peldo
Director, Sme Teams · General Business & Management
EmailPhone - JF
John Friesz
Director, Workforce Planning and Optimization · Other
EmailPhone - RP
Rebecca Perkins
Director of Lead Generation · Sales & Business Development
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Orion
549 distinct titles indexed · top 10 shown.
- 9financial data analyst
- 8advisor growth consultant
- 8premier advisor advocate
- 8software engineer
- 8subject matter expert
- 7trading product specialist
- 6senior financial data analyst
- 6service team specialist
- 5enterprise project manager
- 5relationship manager
- +539more titles
Sign up to unlock all 200 contacts at Orion
Free for 7 days · 50 credits · no card · only pay for verified records.
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