Orion Advisor Tech Consultant

beech valley solutionsDenver, CO3 days ago

Occupations

Computer Occupations, All Other Computer Systems Analysts Computer User Support Specialists

Industries

Administrative Management and General Management Consulting Services Custom Computer Programming Services Portfolio Management and Investment Advice

We are seeking an experienced Orion Advisor Tech consultant to support research and development of AI tools by demonstrating real-world workflows within the platform. This project is designed for current, day-to-day Orion users who can clearly walk through their processes, explain why specific steps are taken, share shortcuts and best practices, and identify common user challenges. No preparation is required—the focus is on your practical, hands-on expertise. This role is part-time 8 - 10 hours a week on a contract basis.

What You’ll Do: Demonstrate real-world workflows within the Orion Advisor Tech platform Walk through day-to-day processes in Portfolio Accounting and Advisor Portfolio Explain the reasoning behind specific workflow steps and decisions Share shortcuts, efficiencies, and best practices used in the platform Identify common mistakes, pain points, and areas where users typically encounter challenges Answer questions about how and why you use specific Orion functionality Provide practical insights to support research and development of AI tools

What We’re Looking For: Current, hands-on user of the Orion Advisor Tech platform Strong day-to-day experience with Portfolio Accounting Strong day-to-day experience with Advisor Portfolio Ability to demonstrate actual workflows and processes clearly Strong understanding of Orion functionality, workflows, and best practices Ability to articulate why specific steps are taken and where users commonly run into issues Comfortable explaining technical processes in a clear, conversational manner

Nice to Have: Experience training or supporting other Orion users Experience improving or documenting Orion workflows Familiarity with common workflow challenges across wealth management or advisory environments Why Beech Valley? Flexibility: Accept and reject projects to fit your life and goals

Compensation: Get paid for every hour you work Growth: Build your network and expand your skill set across exciting clients and projects

Apply now

Level

SeniorL5

Location

Denver, CO

Occupation

Computer Occupations, All Other

Industry

Administrative Management and General Management Consulting Services

Posted

3 days ago

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