Orion · 1 day ago
Trader- Enterprise
Greater Omaha Area
Full-time
Hybrid
Entry, Mid Level
$30.72/hr - $45.75/hr
2+ years expOrion is a company dedicated to supporting one another and exceeding client expectations. As a Trader, you will execute day-to-day trading functions for advisors and clients, focusing on mutual fund and ETF trade placement, while ensuring compliance and quality risk management.
AccountingFinancial ServicesTrading Platform
Responsibilities
Manage and oversee the trade flow process by the processing of all trading, cash, and allocation work for mutual funds and exchange traded funds as required by the business with high quality, within trading cut-off times, and within budget according to defined service level metrics while maintaining compliance regulations
Maintain documentation for all work processes and procedures
Make improvement suggestions and adhere to all approved work changes for the team
Cross train as required to meet changing business needs
Interact and partner effectively across all appropriate internal business teams and external clients
Participates in testing for projects as required by the team
Provides backup support for all work and project efforts as needed
Assists with team planning and growth strategy
Ensures execution of all industry and client specific compliance matters within the team
Qualification
Required
Has minimum of a bachelor's degree in Business or related financial field
Has a Series 65 license or ability to obtain within 90 days of employment
Possess minimum of 2 years trading and servicing team experience in mutual funds services
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Preferred
Has experience with financial portfolio management software is a plus
Preferably has experience in an either Advisor Operations or Retirement Plans Service Operations field
Obtain Orion Industry Certification
Benefits
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 and more
Company
Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Boyer
Chief Technology Officer
Mustapha Baassiri
Chief Technology Officer
Recent News
GlobalFinTechSeries
2025-09-12
Company data provided by crunchbase