Trading Product Specialist

Orion Advisor Solutions • Omaha, NE

402d • $46,925 - $68,078

About The Position

As a Trading Product Specialist at Orion Advisor Solutions, you will be responsible for servicing clients and client support staff by implementing and using the Orion system to improve trade execution. This role involves providing technical support, training, and collaboration with various teams to enhance the trading experience for clients and internal stakeholders.

Requirements

• Possess high school diploma, GED or equivalent
• Preferably has a Bachelor's degree in Business Administration, Finance or related field
• Has minimum of 1-3 years of experience in the financial services industry or prior/current employment with Orion; experience in a trading-related role for an investment advisor
• Obtain Orion Industry Certification
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Responsibilities

• Provide rapid diagnosis of and response to real-time requests associated with trading connected to clients tied to Orion's straight-thru processing mechanism platform - Financial Information Exchange (FIX)
• Provide account servicing, including technical support, and assistance to internal traders, external brokers and associated trade support staff related to general questions, trade research, workflow updates and trading technology
• Deliver training to internal/external clients on the Orion Connect system, including new investment advisors and existing advisors on new tools and functionality
• Collaborate with managers in development of and makes updates to training documentation, including in-person and web-based materials
• Contribute to evaluation, implementation and management of electronic trading platform and assist with projects related to trading system version upgrades
• Assist in gathering requirements from users and create related project specification documents
• Collaborate with programming team in setting prioritization on quarterly build delivery schedules
• Conduct and participate in quarterly trading system evaluations, including creation of regression test plans and quality assurance testing of automated solutions
• Participate in periodic disaster recovery testing as it relates to trading related operations

Benefits

• Health insurance coverage
• Dental insurance coverage
• Vision insurance coverage
• Disability insurance coverage
• 401(k) plan with employer match
• Paid parental leave
• Pet benefits including pawternity leave and pet insurance
• Student loan repayment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees