Enterprise Project Manager

As an Enterprise Project Manager, you will be responsible for overseeing and project managing the Orion Enterprise client Consulting, Practice Management and Onboardings by providing a high level of customer service to the clients. This position performs duties including the oversight of Enterprise client onboarding, project plan creation and management, system setup, working with Orion Portfolio Solutions and Subject Matter Expert teams as needed. 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; Lehi, UT or Berwyn, PA.

In this role, you'll get to: 

• Consult and use Practice Management skills to understand client needs and requirements

• Work with Onboarding, Premier, SME and Orion Portfolio Solutions (OPS) teams to establish service standards for enterprise clients

• Ensures effective communication on client migrations and system setup including outreach to appropriate sales team members and stakeholders

• Create onboarding project plans including scheduling and change control process 

• Leas any BRD new development efforts if required 

• Lead the onboarding process for Enterprise clients including process setup and SME team coordination 

• Lead transfer of Enterprise client to Premier Service Support – closing onboarding process 

• Support sales team in the process of recruiting new firms to join Orion Enterprise 

• Attend prospect meetings as needed 

• Establish project plans specific to each Enterprise firm.

• Act as an escalation point for escalated issues and complex problems; resolves where appropriate in order to provide effective support 

• Process and workflow creation with respect to Orion Portfolio Solutions 

• Assist in troubleshooting integration points and setup 

• Have an understanding of TAMP functionality and features 

We're looking for talent who:

• Has broad knowledge and understanding of a range of relevant processes associated with Orion system and Service teams 

• Has broad knowledge and understanding of the OPS offerings and onboarding process 

• Possess ability to effectively facilitate and conduct meetings with clients

• Possess ability to react well under pressure and manage difficult or emotional customer situations

• Has ability to provide exceptional customer service to ensure high customer satisfaction.

• Has ability to develop public speaking skills to effectively host various meetings  

• Has ability to act with professionalism and diplomacy when communicating with a customer 

• Has minimum of a bachelor’s degree in Business Administration or related field

• Preferably someone with a Project Management Professional (PMP)

• Has minimum of 5 years of customer services-related or multiple operations team experience required, with at least 2 years of experience with Orion or affiliated company

• Has minimum of 2 years of management/leadership experience

• Preferably experience with client onboarding

• Possess experience working within financial services industry

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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