Manager, Investment Solutions

Greater Philadelphia Areahybridmanager$92K – $141K

Posted 1w ago · via Workday

About this role

About this Opportunity: As Manager, Investment Solutions, you will be responsible for maintaining high standards of customer service for the clients of Orion while leading and developing a high-performing support team across multiple lines of business. This position supports any combination of Orion's product and service areas — including but not limited to Risk, Compliance, Financial Planning, Trading, Cost Basis, and other Orion product lines — based on organizational need. This role works closely with other service team members to ensure the services received by the client are accurate based on contract terms, and performs duties including the development and performance of team members and the processes used by them.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Greater Philadelphia Area. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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