Jeff Kliewer

About Jeff Kliewer

With over 16 years of experience at Orion Advisor Services, I have had the privilege of serving many of our key client firms and strategy partnerships helping to deliver efficiency, connectivity, and improved processes or experiences, through innovative approaches to integrations and product ideas. During this time I have played a key role in bringing over 100 new integration partnerships and products to market as well as having consulted dozens of Orion\'s customers on integration connections, APIs, and processes. I love the challenge and opportunity of connecting technology in a way that empowers individuals to have a greater impact in their roles, in their company, and in the relationships with those they serve. Orion\'s modern approach to product development, with an organize team structure and iterative technology practices has given me the experience to provide strong leadership on Agile Teams, guide product management process, execute on product life cycles, and unify cross-functional business or technology areas towards a common vision. Along with the training, skills, and experience to be an impactful member of product and technology teams, I have achieved the Certified Product Manager designation by the AIPMM. Having a deep background in technology support, data reconciliation processes and client services, I have gained an appreciation for all of the unique responsibilities, people, and technology which are needed within an organization to bridge good technology with people you can trust and respect. I believe strongly in the power that clear communication, team work, servant leadership, and fearless accountability can bring the best out of people. My ultimate goal at Orion is to be a key catalyst in driving the way partnerships and technology can work together in a way that empower financial advisors to have ease of access to the data they need, work within experiences that are easy to understand and use to their fullest potential, and to move seamlessly throughout their tools to provide the best possible service and experience to their end clients.

Experience

1. Senior Product Manager - Digital Experience

   Orion

   Oct 2019 — Present

Education

• Grace University

  B.A., Social Sciences

  2000 — 2004

• Grace University

  M.A., Theological Studies

  2004 — 2006