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Manager, Trading Qualified Plans

Remote:

Hybrid

Contract:

Full time

Salary:

61 - 91K yearly

Experience:

Mid-level (2-5 years)

Work from:

Cincinnati (US)

Offer summary

Qualifications:

Bachelor’s degree in Business Administration or related field, FINRA Series 65 or ability to acquire within 90 days, Orion Industry Certification, Minimum of 3 years in financial industry, Preferred minimum of 1 year management experience.

Key responsabilities:

Manage daily activity for qualified plans like 401(k) and 403(b)
Reconcile participant accounts and process changes as needed
Ensure completion of new plan functions and maintenance daily
Collaborate with vendors and resolve account processing issues
Look for process improvements and own assigned projects

Orion Financial Services Large https://orion.com/

1001 - 5000 Employees

See more Orion offers

Job description

About this Opportunity:

As a Qualified Plans Trading Manager, you will be a member of the Orion Portfolio Solutions Trading team and is responsible for managing the individuals providing administrative support for qualified retirement plans and their participants’ accounts at Orion Portfolio Solutions. 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:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

Process and follow up on daily activity for qualified plans, including 401(k), 403(b), 457, Solo(k), Defined Benefit and SEP/Simple IRAs
Manage the team responsible for:
- Daily reconciliation of participant accounts to match plan activity
- Actioning advisor’s requests for changes to their client’s accounts
- Entering redemptions and transfers; including systematic distributions
- Processing contributions and loan repayments
- Trading accounts to strategist or advisor directed models and maintaining fund availability for each
- Performing trade corrections when needed
Maintain a daily routine to ensure all new plan functions and maintenance have been completed
Collaborate with vendors, representatives and/or internal clients to resolve issues regarding processing of new accounts
Cross-train on all related account types and provides back-up support as needed
Act in accordance with meeting the larger goals of the OPS Trading Team
Look for process improvements to improve scalability and reduce risk as the business continues to grow
Own projects assigned

We're looking for talent who:

Has ability to be proactive; have a desire to make improvements and increase scalability
Preferably has minimum of a Bachelor’s degree Business Administration or a related field
Has FINRA Series 65 or ability to obtain within 90 days of employment
Obtains Orion Industry Certification
Has minimum of 3 years working in financial industry
Preferably has minimum of 1 year of management experience
Preferably has experience working in qualified account role
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

$61,147.00 - $91,054.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.