Orion · 22 hours ago
Director of Operations
Philadelphia, PA
Full-time
Hybrid
Mid, Senior Level
$136K/yr - $217K/yr
5+ years expOrion is a company focused on creating transformative outcomes by supporting one another and exceeding client expectations. They are seeking a Director of Operations to lead day-to-day operations on the Customer Relationship Management Team, focusing on transaction processing, account management, and operational metrics.
AccountingFinancial ServicesTrading Platform
Responsibilities
Work with Reconciliation and Compliance departments to reconcile daily account activity and balance with custodian from a mutual fund and cash perspective
Process corrective issues timely and maintain control documentation as required by the Compliance department
Document and measure for senior management all daily and monthly business measurements
Analyze department and make recommendations for continued efficiency improvements
Work with senior management to drive growth while maintaining budget controls
Provide leadership to all Operations department ensuring accountability for all team members, cross training, and personnel issue management
Manage and lead projects as required for the department ensuring training, operational documentation, primary and backup support are in place for all project efforts
Interact and partner effectively across all appropriate internal business teams and external clients to gather business requirements and deliver project tasks on time and within budget
Ensure execution of all industry and FTJFC specific compliance matters within projects
Qualification
Required
Possess a Bachelor's degree in Business Management or equivalent experience
Has minimum of 5 years of operations management experience, preferably in a financial services or call center environment
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
Health
Dental
Vision
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
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