Orion
As of 30 October 2026, Orion has 17 open roles (9 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, DocuSign and Amazon Web Services as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Omaha, Nebraska, United States
- Employees
- 1001-5000 employees (estimated)
- Sells to
- independent advisors, chief operations officers, chief technology officers
- Certifications on site
- SOC 2
- Site languages
- EN
- Career system
- Workday
Orion in one screen
Read from orion.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Orion is a wealth technology platform provider that serves independent advisors, chief operations and technology officers, and high-net-worth practices. Its offerings include Redtail CRM, portfolio accounting, compliance, planning, risk intelligence, custom indexing, and Denali AI. The platform is built for advisor-managed, partially outsourced, and fully outsourced investment models.
Named on the site: independent advisors, chief operations officers, chief technology officers, high-net-worth practices, growth-focused rias, independent financial advisors, high net worth clients, wealth management firms.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 593 scored.
What Orion says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Own assigned Priority 1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentationties will include, but not be limited to, the completion of paperwork to facilitate the transfer of assets, sending DocuSign requests to obtain authorized signatures, and completing administrative projects in support of the Wealth Advisory• AWS infrastructure experience with infrastructure-as-code tooling (Terraform)• Partner with Systems Engineering and Microsoft Entra ID teams to resolve service desk issues involving dynamic rules and groups, SSO, SCIM provisioning, Active Directory, Exchange, and Group Policy.• Operate and troubleshoot company DNS/DHCP/IPAM with Infoblox.• Operate and troubleshoot company DNS/DHCP/IPAM with Infoblox.• Operate and troubleshoot company DNS/DHCP/IPAM with Infoblox.• Own Microsoft Intune endpoint management for Windows and macOS, including deployment and enrollment profiles, Company Portal, line-of-business application deployment, and Windows Autopilot.• Drive responsible adoption of AI and automation across service desk operations using Microsoft 365 Copilot and other approved platforms for ticket summarization, knowledge-base drafting, first-line guidance, and team member self-service.• Administer service desk systems, including Jira Service Management or comparable ticketing platforms, Microsoft 365 Intune, Entra ID, and related tools used to fulfill requests.• Administer service desk systems, including Jira Service Management or comparable ticketing platforms, Microsoft 365 Intune, Entra ID, and related tools used to fulfill requests.• Own Microsoft Intune endpoint management for Windows and macOS, including deployment and enrollment profiles, Company Portal, line-of-business application deployment, and Windows Autopilot.• Review Network Health Performance Reports and review potential problems with SolarWinds.• AWS infrastructure experience with infrastructure-as-code tooling (Terraform)Vendors whose code loads on orion.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
17 open roles, 16 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 7 · 4 |
| Customer service & success | 3 · 3 |
| IT operations & business systems | 2 · 0 |
| Product, program & project management | 2 · 1 |
| Data & AI | 1 · 0 |
| Software engineering | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Orion to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Orion
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 593 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Orion (Omaha, United States, 1001-5000 employees) has 17 open roles, 9 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/orion.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from orion.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Workday career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Orion: questions
Does Orion use Salesforce?
Yes, by the company's own words: 5 postings name it, first seen 2026-10-16, in the customer service & success team.
Is Orion hiring?
17 open roles as of 30 October 2026, 9 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From orion.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Workday) hourly since. Headcount is from LinkedIn.
Who should I write to at Orion?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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