Behavioral Science Lead

About this Opportunity: 
​​​As a Behavioral Science Lead, you will synthesize behavioral finance and neuroeconomic principles into practices that improve client performance and outcome. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. ​​ 
 

Location Status:
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: 

• Serve as a subject matter expert and resource for the firm regarding behavioral finance 

• Stay informed of contemporary developments in the field of behavioral finance and neuroeconomics 

• Present relevant, complex data and concepts in delivery-methods suitable for a variety of audiences (senior leaders, associates in both small and large groups) 

• Develop content related to behavioral finance, including blog posts, infographics, articles, and other materials 

• Conduct qualitative and quantitative research pertinent to the firm’s objectives 

• Create evidence-based assessments and surveys to map operant financial schemas, literacy, and subsequent behaviors 

•  Implement responsive interventions that optimize financial health, literacy, and behaviors of target audiences 

 
We’re looking for talent who:  

• Possess strong, interdisciplinary knowledge of behavioral finance theory including cognitive, neuroeconomic, and decision-making facets 

• Has a minimum of a master's degree from a regionally accredited university in discipline pertinent to neurodevelopmental, socioemotional, and psychological facets of decision making, cognitive biases, heuristics, motivation, and wellbeing 

• Has a minimum of 5 years of experience in behavioral assessment, direct intervention, qualitative and quantitative analysis, and coaching  

• Has 10 years of academic familiarity with psychological bases for behavior (equivalent education and experience will be considered) 

• Has advanced finance knowledge and preferably has a CFP or CFA designation

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization 

#LI-AP1 

#LI-Onsite 

#LI-Hybrid 

Recommended Skills:

Salary Range:

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.