Job Description

About this Opportunity:

As the Principal Practice Management Consultant, you will turn Orion's behavioral finance research into technology and practice programs that help advisors understand their clients, deepen relationships, and grow their businesses. Reporting to Orion's Chief Behavioral Officer, you will own the product vision and delivery for Orion's behavioral finance tools and the next generation of AI-powered behavioral tools. You will also lead the build and launch of a new behavioral finance technology product sold to advisors and integrated across Orion's platform.

This role is roughly half product leadership and half practice management. On the product side, you will set strategy and lead cross-functional delivery across design, development, legal and compliance, marketing, and enablement. On the practice management side, you will build the frameworks, playbooks, and programs that show advisors how to put behavioral finance to work in their firms, and you will bring that message to advisors through conference keynotes, workshops, webinars, and content. 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:

Behavioral Finance Product & Technology

• Own the product vision, roadmap, and delivery for the Orion BeFi suite, translating behavioral science from the Chief Behavioral Officer's team into scalable, advisor-facing technology
• Lead the build and commercial launch of a new behavioral finance technology product sold to advisors, from product framework and requirements through pricing, packaging, and go-to-market
• Define the product's integration architecture, specifying how data moves through APIs and MCP servers across Orion systems with varying levels of integration, including Redtail CRM, Orion Planning, portfolio accounting, and the Denali data layer
• Lead AI-first innovation in behavioral finance, applying LLMs and AI agents to surface client behavioral insights inside advisor workflows across the Orion platform
• Coordinate design, development, legal and compliance, product marketing, branding, sales enablement, and service enablement to take behavioral tools from concept to launch
• Partner with psychologists and behavioral researchers to design and validate assessment methodology, then translate it into intuitive digital experiences
• Define success metrics and use product analytics to measure adoption, engagement, and the business impact of behavioral tools on advisor growth and retention

Practice Management & Thought Leadership

• Design practice management frameworks, playbooks, and implementation programs that help advisors embed behavioral finance into discovery, onboarding, planning, client reviews, and retention
• Serve as a client-facing behavioral finance expert, partnering with the Chief Behavioral Officer to deliver keynotes, workshops, and webinars to advisor audiences
• Partner with the Chief Behavioral Officer to develop practice management content and curriculum, such as courses, whitepapers, podcasts, and short-form content, that reinforce Orion's leadership in behavioral finance
• Partner with Sales and Relationship Management to support strategic advisor and enterprise relationships, using behavioral finance to drive platform adoption, AUM growth, and retention
• Consult with advisor firms on applying behavioral finance to client experience, client segmentation, and firm growth, and bring field insights back into the product roadmap
• Equip Sales, Service, and Training teams to position and deliver behavioral finance value with confidence

We're looking for talent who:

• Has a minimum of 5+ years of experience as a financial advisor or in a client-facing advisory role, with firsthand understanding of how advisory practices operate and grow
• Has a minimum of 5+ years of product management experience in financial services technology, including owning roadmaps and shipping products end to end
• Holds the CERTIFIED FINANCIAL PLANNER™ certification
• Has hands-on experience building AI-powered products, and applies LLMs and AI tools directly in daily product work
• undefined
• Has deep technical fluency with APIs, Model Context Protocol (MCP), and data integration patterns, and can define how information passes between tightly and loosely integrated systems
• Has taken a product from concept to commercial launch, including requirements, pricing and packaging input, and go-to-market
• Has a proven track record presenting to advisor audiences at national industry conferences, webinars, and podcasts
• Has strong knowledge of behavioral finance and its practical application in client relationships
• Has led cross-functional teams across design, engineering, legal and compliance, marketing, and enablement without direct authority
• Uses data-driven decision-making, including product analytics and adoption metrics
• Has excellent written, verbal, and executive communication skills, and turns complex concepts into practical guidance
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
• Possesses a minimum of a Bachelor's degree; MBA preferred
• 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:

Behavioral Analytics, Behavioral Finance, Business Impact, Consulting, Leadership, Mentorship, Practice Management, Stakeholder Management, Strategic Planning

Salary Range:

$129,990.00 - $206,609.00

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.