Kira Reitz

About Kira Reitz

I am a seasoned strategic project and product manager skilled in wealth management technology, client experience, and project leadership. I excel in uniting cross-functional teams to work towards a common goal, managing complex projects including technology rollouts and process improvements, all while enhancing client satisfaction and operational efficiency.My success is rooted in improving client experiences through data-driven insights, feedback loops, product enhancements, and system integrations. I believe in fostering a people-first culture and leading with emotional intelligence. I am also a strong advocate for a culture of ownership, accountability, responsibility, curiosity, transparency, continuous improvement, and innovation. While my experience lies within wealth management, my skills are highly transferable, and I am a fast learner and very versatile. Originally from New York, I began my career in the vibrant environment of the Big Apple before moving to Pennsylvania for a lifestyle change. Outside of work, I cherish spending time with friends and family, enjoying nature, and training and caring for horses and a very comical German Shorthaired Pointer. My work ethic, leadership, and communication styles are greatly influenced by what I\'ve learned from horses.

Experience

1. Senior Director of Client Experience, Orion Wealth Management

   Orion

   Jan 2023 — Present

Education

• Bucknell University

  B.S.B.A., Management

Skills

• Asset Allocation
• Project Management
• Process Improvement
• Financial Services
• Series 7
• Lean Six Sigma
• Series 66