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Orion Advisor Technology Logo

Trading Product Specialist (9a-6p CT)

Orion Advisor Technology

$24 - $34
Oct 27, 2025
Omaha, NE, US
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Orion is looking for a SME Trading Product Specialist to service clients and client support staff by implementing and using the Orion system to improve trade execution.

Requirements

  • Has ability to quickly learn new and utilize multiple internal/external trading systems and platforms
  • Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook.
  • Has ability to multi-task while maintaining careful attention to detail in a time sensitive environment
  • Has ability to multi-task while maintaining careful attention to detail
  • 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
  • Obtains Orion Industry Certification

Responsibilities

  • Assist in taking inbound calls / chats daily to help train and answer questions clients may have on the Orion trading platform
  • Quickly identify trading system issues and partner with programming and trading leadership and deliver a resolution to clients
  • Demonstrate the ability to be an advocate for clients by receiving feedback and providing system enhancement suggestions through Jira
  • Support multiple Orion Trading Functionalities and platforms – Including but not limited to TOM, Eclipse, Portfolio View Trading, Orion Custom Indexing, Sleeve trading, and Compare Tool
  • Collaborate effectively with internal teams and external clients, providing support across business functions as needed
  • Cross-train and adapt to meet evolving business needs

Other

  • Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Hebron, KY; Lehi, UT.
  • Assist with additional training needs by participating in Home Office Visits, travel to client offices, and attend conferences such as Ascent
  • Maintain expected service levels and high-quality engagements as measured by Glia, cases, and NPS surveys
  • Works effectively both individually and within a team environment
  • Has a Bachelor's degree in Business Administration, Finance or related field