Operations Associate
Project 26 Pennsylvania
Operations Associate
orionadvisor· BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments
About this role
About this Opportunity:
As an Operations Associate, you will be responsible for executing all client requests post investment, relating to cash movement. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
Execute client distribution requests via custodial system
Execute client liquidation requests via custodial system
Execute client requested model changes in Brinker systems to ensure accounts are traded properly
Establish systematic withdrawal plans via custodial system
Establish systematic contribution plans via custodial system
Establish standing payment bank instructions via custodial system
Review custodial reporting daily to ensure Brinker Capital systems are updated properly
We're looking for talent who:
Has ability to multi-task while maintaining careful attention to detail
Posses ability to work with a sense of urgency to meet deadlines and address competing priorities
Has minimum high school degree or equivalent and prefer a bachelor’s degree in Business or related field
Has minimum of 1 years of experience in related 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
Recommended Skills:
Client-Centric, Effective Communication, Innovation, Operations Processes, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$18.15 - $25.56The 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.
Frequently Asked Questions
Is the salary disclosed for the Operations Associate position at orionadvisor?
The salary for this Operations Associate role at orionadvisor is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Operations Associate position at orionadvisor located?
This Operations Associate role at orionadvisor is based in 3 Locations, Greater Cincinnati/Northern Kentucky Area, Greater Omaha Area, Greater Philadelphia Area. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Operations Associate role at orionadvisor full-time or part-time?
This is listed as a Full time position. It is posted as a Operations Associate role in the BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments department at orionadvisor.
Which team or department does the Operations Associate at orionadvisor belong to?
This Operations Associate position is part of the BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments department at orionadvisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Operations Associate position at orionadvisor?
Click the "Apply Now" button on this page. You will be redirected to orionadvisor's official application portal hosted on workday where you can submit your application directly.
When was the Operations Associate job at orionadvisor posted?
This Operations Associate position at orionadvisor was posted on Sep 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Operations Associate
orionadvisor
You'll be redirected to orionadvisor's official application page on Workday.