$72,860 – $110,014 per year

TLDR

Independently leads multiple onboarding engagements, tailoring approaches, coordinating cross-functional teams, and driving strategic execution with strong stakeholder ownership.

About this Opportunity:

The Implementation Project Manager independently leads multiple client onboarding engagements, balancing priorities across complex projects. This role adapts onboarding processes to client needs, coordinates cross‑functional teams, and drives strategic execution while maintaining strong stakeholder relationships and ownership of outcomes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

In this role, you'll get to:

  • Independently lead multiple onboarding projects simultaneously

  • Customize onboarding approaches for moderately complex client engagements

  • Coordinate cross‑functional internal teams to ensure timely delivery

  • Anticipate client needs, manage expectations, and mitigate risks

  • Apply onboarding tools and data to track progress and identify trends

  • Collaborate with senior team members to review client feedback and outcomes

  • Contribute recommendations to improve onboarding processes and experiences

We're looking for talent who:

  • Has strategic project execution experience

  • Has advanced stakeholder and client engagement experience

  • Has cross‑functional coordination experience

  • Uses risk management and issue anticipation skills

  • Process adaptation and continuous improvement skills

  • Has ownership, agility, and accountability skills

  • Mentors and guides less experienced team members

  • Has a minimum of a bachelor’s degree preferably

  • Has a minimum of 3+ years of Project Management experience

  • Has a minimum of 2+ years leading client‑facing projects

  • Has a minimum of 2+ years working with Orion or affiliate platforms (preferred)

  • Preferably has PMP

  • Has GuideCX or Smartsheet (based on department assignment) experience for onboarding management, task tracking, and client coordination

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

 

#LI-AP1 

#LI-Onsite 

#LI-Hybrid 

Recommended Skills:

Business Analysis, Data Migrations, Onboarding, Process Improvements, Process Optimization, Project Management, Relationship Management, Risk Management, Software Development, Software Development Life Cycle (SDLC), Strategic Planning, System Integration, Taking Initiative, Team Leadership, Training Delivery, Vendor Management

Salary Range:

$72,860.00 - $110,014.00

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

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Benefits

Education Stipend

student loan repayment

Equity Compensation

401(k) plan with employer match

Health Insurance

health, dental, vision, and disability coverage on day one

Pet insurance

Paid Parental Leave

BCI Orion Portfolio Solutions, operating as Brinker Capital Investments, specializes in providing innovative investment solutions tailored for financial advisors and their clients. By emphasizing accountability and teamwork, we strive to exceed expectations and deliver transformative outcomes in the financial services sector.

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