Business Process Automation Lead

About This Opportunity

This role sits on Orion's Wealth Trading team and intersects Operations, Engineering, and Data. The incumbent will translate stakeholder pain points into reliable, documented, and observable automation that scales with the business.

Work Location

Work location is subject to change based on business needs. 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.

Responsibilities

• 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.

Requirements

• A minimum of a GED or high school diploma.
• A minimum of three (3) years of experience.
• A solid working understanding of REST APIs — including HTTP verbs, JSON payloads, and authentication patterns such as JWT bearer tokens.
• Proficiency in Python (strongly preferred) or another general-purpose scripting language for automation, data work, and API integration.
• Working SQL / T-SQL skills with hands-on experience writing queries, joins, and aggregations against relational systems.
• Experience designing and operating data flows or pipelines that move data between systems on a scheduled or event-driven basis.
• Comfortable with version control (Git), basic code review etiquette, and writing readable, maintainable scripts.
• Experience with Salesforce as an end user, administrator, or — ideally — as a consumer of the Salesforce REST API.
• Familiarity with workflow orchestration tools, scheduling frameworks, or ETL platforms such as Alteryx.
• Willingness to travel up to 5% annually as required.
• Ownership of requirements-gathering and effective communication with Operations stakeholders at all levels.
• Ownership and management of relationships with stakeholders directly and effective collaboration with people at all levels in an organization.

Qualifications

• A comfortable understanding of the fintech and institutional wealth management industries.

Skills

• Automation
• Automation Technology
• Business Process Automation
• Data Flows
• Data Pipelines
• ETL Tools
• Process Orchestration
• Production Automation
• Robotic Process Automation
• Workflow Automation

Benefits

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.

Pay

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.