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Gold Stevie Award Winner 2019, Click to Enter The 2020 Stevie Awards for Great Employers

Company: Orion Advisor Services, Omaha, NE USA

Nomination Category: Employer of the Year -Financial Services


Nomination Title: Orion Advisor Services


Employer of the Year Essay

At Orion, our employees drive our company, our culture, and our success. Our
employees fuel our mission t o empower independent financial advisors with the
ability to innovate, disrupt, and win, operationalizing their vision for success
through the delivery of best -in-class technology, investment services, and support
solutions. Our commitment to all of our 750+ employees is reaffirmed through an
innovative onboarding process, engagement programs, and a dedication to
professional growth. We believe this mindset is part of the reason for our high
employee satisfaction, manifested in a 4.5 employee rating on Glassdoor.com,
along with a 100% approval rating of our CEO.

Committed to a Strong Beginning

We believe in starting Orion careers off strong. In 2019, we launched a two-week
onboarding process called “Oriont at ion.” This program makes new hires feel
welcome and instills them with our values. After Orientation, team members
participate in additional training that focuses on topics like active listening,
conflict resolution, and building “we” relationships.

Paving t he Way for Growt h

After onboarding, Orion team members participate in Quarterly Coaching sessions.
It ’s a strong alternative to annual performance reviews, which scrutinize the past
instead of finding opportunities for growth. Quarterly Coaching fosters
conversation on wins, goals, and ways to grow their career. This creates an avenue
for ongoing feedback and career development .

Engaging for Success

Because of our commitment to employee motivation, we have a full-time
Engagement team dedicated to ensuring people are excited to come to work. The
team leads various initiatives, including Orion’s Young Professionals, t he Monthly
Leadership Webcast , Orion Strengths Finder, and more. The Engagement team is
usually easy to find (or hear) using megaphones to tout the achievements of our
team members.

A Company of Values

We believe in clearly laying out our values as a company and rewarding employees
who represent those values. Through our Orion Stars program, team members are
recognized for demonstrating Orion’s eight core values: Trust , Excellence,
Account ability, Invest, Service, Innovation, Engagement , and Rising Star. Each
team member that is recognized earns an opportunity to win cash prizes, a
recognition trip, and more.

Support Beyond of the Office

Our commitment to our employees extends far beyond our office walls. We’re big
believers in policies t hat promote work-life balance. For example, in 2019 we
launched a new parent al leave benefit . Female team members can now take up to
nine weeks of parental leave, paid at 100%. Male team members can take four
weeks of paid leave to bond with the new addition to his family.
Orion employees have an opportunity to grow professionally and personally
through our recently expanded education reimbursement program. This benefit is
available to help our team members improve t he knowledge required for t heir job
or for advancement in t he company.

Most recently, with our acquisition of Advizr, Inc., in 2019 – we will be giving all of
our employees access to a powerful financial planning tool to assist them in
managing their personal financial lives.

Our Commitment to Wellness

As part of our dedication to employee wellness, we recently expanded our
company exercise facilities, “ORION fit .” Our employees are also eligible to receive
incentives through the online wellness plat form, Vitality. We hold annual on-site
biometric screenings, allowing Vitality t o provide recommendations t o help
employees achieve a healthy lifestyle. We support various volunteering
opportunities – including the opportunity to serve as a mentor for the TeamMates
mentoring program. Our support for TeamMates culminates every summer during
our TeamUp for TeamMates 5K, which is open to our community.

By supporting our employees in all aspect s of t heir lives, we believe t hey will feel
inspired to bring t heir best selves to work every day. That’s our goal. At Orion, we
strive to go above and beyond for the people who always go above and beyond for
our company.


Employer of the Year Summary


-We recently expanded our engaging annual conference, giving employees a
chance to directly interact with customers, hearing firsthand how we make a
difference and innovate our products.

-We recently launched Eclipse Trading, providing advisors with a Customizable
Trading and Rebalancing Platform.

-In 2018, Orion acquired FTJ FundChoice.

-In 2018, Robin Danahy, Orion Sales Administrator, and Todd Bertucci, VP of
Institutional Business Development , earned Silver Stevie® Awards.

-We recently unified wit h our sister companies under t he Orion brand t o offer
improved solutions for our client s.

-Our turnkey Compliance solution won t he 2019 Family Wealth Report Award.
In 2019 Orion acquired Advizr, Inc.

-Orion CEO, Eric Clarke, was named an Investment News 2019 Innovator for
how his leadership has shaped advisor technology.

-Orion’s open API philosophy enables us to integrate with over 100 financial
technology partners and major custodians.

-Orion supports 1,800 firms with 3 million accounts and $800B in Asset s Under


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