Director, Implementations

ORION•Philadelphia, PA

3d•$123,491 - $196,279•Hybrid

About The Position

The Director, Implementations coordinates and directs implementation and onboarding for new Wealth Advisory clients, supports existing client and advisor requests, and provides ongoing support to Wealth Advisory Portfolio Managers, Portfolio Consultants, and their teams. The role leads a team assigned to specific sales regions, providing training and supervision while also handling designated regions directly. The Director is responsible for delivering exceptional service so advisor and client accounts are onboarded efficiently and effectively. This role manages a department or large functional area, overseeing multiple teams and managers in support of strategic and operational objectives. It allocates resources, sets goals and accountability measures, coaches leaders, supports succession planning, and builds a culture of accountability, continuous improvement, inclusion, and teamwork. The Director drives process optimization, makes decisions about departmental priorities and resources, addresses complex issues with senior leadership as needed, and aligns department plans with enterprise strategy. The anticipated work arrangement is hybrid, with at least three days per week onsite at one of the listed office locations. Candidates should live within commuting distance of an office. Work location may change based on business needs.

Requirements

At least 7 years of customer service or investment industry experience.
At least 1 year of management or leadership experience.
Experience working in the financial services industry.
Experience with Salesforce.
Bachelor of Science, Business Administration, or a related field.
Ability to own and manage stakeholder relationships directly and work effectively with people at all organizational levels.

Nice To Haves

Change management
Conflict resolution
Cross-functional collaboration
Decision making
Financial management
Onboarding
Performance optimization
Risk management
Strategic thinking
Technical integration

Responsibilities

Respond professionally to Advisor and Client inquiries and deliver excellent customer service.
Collaborate with Portfolio Consultants and Business Development Associates on new business cases.
Work with Portfolio Managers and Investment Strategists to provide ongoing account service.
Build relationships with Advisors and support internal relationships with Client Service, Operations, and Trading staff.
Handle Operations Support Cases.
Manage department team members, including hiring, training, development, delegating assignments, conducting performance appraisals, making salary recommendations, coaching and counseling, and administering corrective actions.
Mentor team members through instruction, coaching, real-time on-the-job experience, modeling effective practices, and advising on methods.
Coordinate paperwork with Business Development Associates, Investment Strategists, Operations, and advisor teams.
Lead a department or large functional area, overseeing multiple teams and managers to deliver strategic and operational objectives.
Allocate departmental resources and set goals, metrics, and accountability standards to achieve financial, performance, and service outcomes.
Coach senior managers and emerging leaders and support succession planning, performance management, and leadership readiness.
Build accountability, continuous improvement, inclusion, and teamwork across teams and business lines.
Identify and implement process improvements to enhance quality, scalability, and efficiency.
Make decisions affecting departmental goals, priorities, and resource use, escalating complex or cross-functional issues to senior leadership when needed.
Promote cross-functional consistency through communication, data-backed insights, and engagement with peers and executive stakeholders.
Anticipate business needs, align department plans with enterprise strategy, and contribute to long-range organizational planning and innovation.