Director, Implementations

Orion

. Coordinate and direct implementation and onboarding of new Wealth Advisory clients .

Posted 10/26/2026full-timeUnited StatesLead💰 $123,491 - $196,279 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing Wealth Advisory client relationships and leading teams to achieve operational excellence. Proven ability to drive process optimization, deliver exceptional customer service, and align departmental goals with organizational strategy.

Highest-signal resume keywords

Wealth Advisory Client ManagementTeam LeadershipSalesforce ExperienceCustomer Service ExcellenceFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceInvestment Industry ExperienceManagement ExperienceProcess OptimizationOperational ExcellenceStakeholder Relationship ManagementPerformance AppraisalTraining and DevelopmentCoachingResource Allocation

Soft Skills

CollaborationMentoringCommunicationTeamworkProblem-Solving

Tools & Technologies

Salesforce

Industry Keywords

Wealth AdvisoryFinancial ServicesBusiness DevelopmentClient ServiceOperations Support

About the role

Key responsibilities & impact

Coordinate and direct implementation and onboarding of new Wealth Advisory clients
Support existing Wealth Advisory client and advisor requests
Provide ongoing support to Wealth Advisory Portfolio Managers, Portfolio Consultants, and their teams
Lead and manage a team dedicated to specific sales regions
Provide training and supervision to team members and handle specific regions directly
Deliver excellent customer service by responding to Advisor and Client inquiries
Collaborate with Portfolio Consultants and Business Development Associates on new business cases
Work with Portfolio Managers and Investment Strategists on ongoing account service
Build relationships with Advisors and support internal relationships with Client Service, Operations, and Trading
Handle Operations Support Cases
Hire, train, develop, coach, evaluate, and manage department employees
Delegate assignments, conduct performance appraisals, recommend salaries, and administer corrective actions
Mentor team members through instruction, coaching, and real-time on-the-job experiences
Coordinate paperwork with internal teams and advisors
Oversee multiple teams and managers to deliver strategic and operational objectives
Allocate departmental resources and establish goals, metrics, and accountability standards
Coach senior managers and emerging leaders and support succession planning
Build a culture of accountability, continuous improvement, inclusion, and teamwork
Drive process optimization and operational excellence
Make decisions affecting departmental goals, priorities, and resource utilization
Escalate complex or cross-functional issues to senior leadership
Strengthen cross-functional consistency through communication and data-backed insights
Align department plans with enterprise strategy and contribute to long-range organizational planning and innovation

Requirements

What you’ll need

7+ years of customer service/investment industry experience
Minimum of 1 year of management/leadership experience
Experience working within the financial services industry
Experience with Salesforce
Minimum of a Bachelor of Science, Business Administration, or related field
Candidates should be located within a commutable distance to an office
Ability to own and manage stakeholder relationships directly and work effectively with people at all levels in an organization

Benefits

Comp & perks

Health, dental, vision, and disability coverage on day one
401(k) plan with employer match
Paid parental leave
Pet benefits including pawternity leave and pet insurance
Student loan repayment
Competitive benefits package