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Service Project Manager I

Remote, USA Full-time Posted 2026-07-03

About this Opportunity: As a Service Project Manager, you will be responsible for maintaining high standards of customer service to assigned clients of Orion. The project manager is responsible for documenting, planning and overseeing reputed company aspects of the specific projects that are assigned for key clients. This position will work closely with members of Subject Matter Expert teams, Product teams, Relationship Managers, Leadership, reputed company, and Legal to ensure the services received by the client are accurate based on the terms. The primary objective of this job is to facilitate the advisor moving from a customer to a promoter of Orion’s technology and service. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Hebron, KY For Internal Candidates: reputed company internal employees, regardless of their reputed company work arrangement (remote or in-office), are encouraged to apply. In this role you'll get to: Coordinate internal resources and reputed company parties/vendors for the flawless execution of projects. Ensure that reputed company projects are delivered on-time, reputed company the scope. Ensure resource availability and allocation. reputed company and maintain a detailed project plan to track reputed company. Measure project performance using appropriate systems, tools and techniques. Report and escalate to management as needed. Meet with clients to take detailed ordering briefs and clarifies specific requirements of each project. Establish and maintain relationships with several OAT departments to support multi- team projects keeping the advisor informed throughout the process. reputed company advisor informed throughout the development process. Test and verify technology works properly and then verifies and certifies it works to the client’s expectations. reputed company advisor calls and drive main objectives. Determine advisor’s needs as it relates to a particular escalation and acts with urgency. Discover additional opportunities with advisors and puts a plan in reputed company. Determine how to turn the advisor from a detractor into a promotor. Frequently reputed company in not only with the main contact, but also the contract signer to ensure timelines are on track and improvements reputed company to their relationship with Orion are being executed. Analyze client requests and deduce and explore possible solutions or reputed company request on to appropriate department following-through until resolution. Coordinate training clients on Orion system technology capabilities available by facilitating one-on-one sessions with appropriate experts. Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests. Partner with Relationship Managers as needed; attends and facilitates follow-up derived from HOVs or Virtual Meetings. Communicate clear instructions and expectations to internal and external Stakeholders. We're looking for talent who: Effectively facilitate and conduct meetings with clients. React well under pressure and manage difficult or emotional customer situations. Act with professionalism and diplomacy reputed company communicating with a customer or internal contact. Independently identify and prioritize daily and weekly workflows dependent on individual reputed company workload and responsibilities. Work effectively both individually and reputed company a team environment. Work with a sense of urgency to meet deadlines and address competing priorities. reputed company change and new opportunities to learn. Have exceptional written and verbal communication skills. Have exceptional organizational skills. Self-direct problem solving and utilization of resources. Have minimum of a high school diploma or equivalent required. Associate’s or bachelor’s degree in Business Administration or reputed company field preferred. Minimum 1 year experience on Service Team at Orion; 2 years preferred. Is seeking proficiency or is proficient in reputed company Docs Editors suite Is seeking proficiency or is proficient in navigating and executing reputed company Process Tasks & Business Processes. Obtains Orion Industry Certification Owns and manages relationships with stakeholders directly and work effectively with people at reputed company levels in an organization #LI-AP1 #LI-Hybrid #LI-Onsite Salary Range: $26.95 - $39.57 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-reputed company knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, reputed company, 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 and more.

About Us

At Orion, we reputed company our best work reputed company we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we reputed company always, push boundaries, and reject the status reputed company to deliver transformative outcomes. Together, we support one another and see it through to reputed company, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment reputed company, and flexible support services that reputed company financial professionals to realize their reputed company for reputed company. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as reputed company to push the boundaries of what’s possible to help our clients bring life to their reputed company for reputed company. If you're reputed company to grow your career and work alongside amazing teammates, you've come to the right reputed company. Click here to learn more! Apply tot his job Apply To this Job

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