Business Process Automation Lead
Orion
Philadelphia, PA
Business Management / Project / Planning, Manufacturing / Production
As a Business Process Automation Lead you will identify and eliminate manual, repetitive, and error-prone operational processes by building robust automated solutions, integrations, and data pipelines. This role sits on Orion's Wealth Trading team and intersects Operations, Engineering, and Data — translating stakeholder pain points into reliable, documented, and observable automation that scales with the business. As we continue to evolve and grow, 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
- Identify manual, repetitive, or error-prone operational processes and design automated solutions that reduce risk and free up team capacity.
- Build and maintain integrations between internal systems, vendor platforms, and proprietary APIs.
- Write Python scripts to extract, transform, and load data between systems and call REST APIs that low-code tools cannot reach natively.
- Develop and maintain data pipelines that move and reconcile data across multiple systems of record.
- Write SQL against MySQL, SQL Server, and Redshift to investigate issues, build operational reports, and validate automated outputs.
- Document workflows, integrations, and runbooks so that automations are supportable by the broader team.
- Partner with Operations, Engineering, and Data teams to gather requirements, prioritize work, and roll out improvements safely.
- Monitor automations in production, triage failures, and continuously improve reliability and observability.
- Has a minimum of a GED or high school diploma as required
- Has a minimum of three (3) years of experience as required
- Has a solid working understanding of REST APIs — including HTTP verbs, JSON payloads, and authentication patterns such as JWT bearer tokens
- Is proficient in Python (strongly preferred) or another general-purpose scripting language for automation, data work, and API integration
- Possesses working SQL / T-SQL skills with hands-on experience writing queries, joins, and aggregations against relational systems
- Has experience designing and operating data flows or pipelines that move data between systems on a scheduled or event-driven basis
- Is comfortable with version control (Git), basic code review etiquette, and writing readable, maintainable scripts
- Has experience with Salesforce as an end user, administrator, or — ideally — as a consumer of the Salesforce REST API as preferred
- Has familiarity with workflow orchestration tools, scheduling frameworks, or ETL platforms such as Alteryx as preferred
- Is willing to travel up to 5% annually as required
- Owns requirements-gathering and communicates effectively with Operations stakeholders at all levels
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
- Has a comfortable understanding of the fintech and institutional wealth management industries
Automation, Automation Technology, Business Process Automation, Data Flows, Data Pipelines, ETL Tools, Process Orchestration, Production Automation, Robotic Process Automation, Workflow Automation
Salary Range
$83,076.00 - $127,179.00
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.
About the company
Company website•Financial Services
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
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