The Billing Specialist plays a key role in supporting and executing the firm’s billing operations. This position helps ensure the accuracy and integrity of billing data within Orion Advisor Solutions and contributes to the quarterly billing cycle.
The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.
The Director, Advisor Enablement and Practice Management is responsible for ensuring Perigon’s advisory teams operate at their highest level across service, operations, and growth.
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
The Director of Technology at Perigon Wealth Management will be responsible for the firm’s core technology, including setting and implementing the tech strategy and priorities and managing third-party vendor relationships.