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Orion Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...

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Orion Advisor information

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How much do orion advisor jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for orion advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Orion Advisor, and why are they important?

To thrive as an Orion Advisor, you need a strong background in financial planning, investment management, and client relationship building, typically supported by relevant finance degrees and certifications such as CFP or Series 65. Proficiency with the Orion Advisor Tech platform, portfolio management systems, and financial analysis software is essential. Outstanding communication, problem-solving, and client-focused interpersonal skills help advisors build trust and deliver personalized solutions. These skills ensure effective portfolio management, regulatory compliance, and exceptional client service in a competitive advisory environment.

What are Orion Advisors?

Orion Advisors are professionals or firms that use Orion's financial technology platform to provide investment management, portfolio accounting, and advisory services. Orion Advisor Solutions is a company that offers tools and software to help financial advisors streamline operations, manage client portfolios, and deliver a better client experience. Orion Advisors utilize these tools to enhance their service offerings, improve efficiency, and maintain compliance. They typically serve individual investors, families, and institutions, helping them achieve their financial goals.

What is the difference between Orion Advisor vs Financial Advisor?

AspectOrion AdvisorFinancial Advisor
CredentialsTypically requires Series 7, 66, or 65 licenses; CFP certification is commonOften holds CFP, Series 7, 66, or 65 licenses; may also have other certifications
Work EnvironmentTechnology-driven platform supporting investment management firmsClient-facing role providing personalized financial planning and advice
Employer & IndustryFinancial technology companies, RIAs, and asset managersIndependent or firm-based financial planning and investment firms

While Orion Advisor focuses on providing a technology platform for investment management firms, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles often require similar licenses and certifications, but their primary functions and work environments differ significantly.

How does an Orion Advisor typically collaborate with other financial professionals and departments within a firm?

As an Orion Advisor, you will frequently work alongside portfolio managers, compliance officers, and back-office teams to deliver seamless client service. Collaboration is key, especially when integrating Orion’s platform, managing client portfolios, and ensuring regulatory compliance. Advisors often participate in regular team meetings, strategy sessions, and coordinate with IT or support staff to optimize technology solutions and data flows. This collaborative environment enables Orion Advisors to provide holistic financial advice and maintain up-to-date client records, which is crucial for success in the role.
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Orion Advisor jobs near you
Infographic showing various Orion Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Private Markets Operations Specialist

Private Markets Operations Specialist

Mercer Advisors

Denver, CO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Private Market Operations Specialist is responsible for ensuring data integrity, reporting accuracy, and operational continuity across Private Investment Services systems—primarily Orion and Arch. This role owns the data feed between various alternative reporting systems and Orion, ensures private investment positions are correctly reflected in all reporting environments, and supports onboarding of new private investment accounts for both organic clients and M&A-acquired firms.

Essential Job Functions for this role include:

  • Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance.
  • Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly.
  • Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records.
  • Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors.
  • Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping.
  • Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion.
  • Support processing and validation of capital calls, distributions, and periodic valuations as needed.
  • Maintain documentation for reporting standards, system workflows, and data processes.
  • Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability.
  • Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions.
  • Other duties as needed

Knowledge, Skills, and Abilities:

  • 3–5 years of experience in investment operations, data operations, portfolio accounting, or alternative investments.
  • Strong understanding of Orion (or similar reporting systems), including reconciliation, data mapping, and performance reporting.
  • Working knowledge of private market investments, including capital calls, distributions, valuations, and fund statements.
  • Experience managing or troubleshooting data feeds between financial systems and resolving data discrepancies.
  • Ability to interpret custodial records, investment statements, and fund documentation with a high level of accuracy.
  • Advanced analytical and problem‑solving skills, with strong attention to detail and proficiency in Excel.
  • Effective communication skills and ability to work cross‑functionally with technology teams, data teams, advisors, and custodians.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$76,500—$90,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

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