Field-Based RIA Wealth Solutions Growth Lead

Orion Advisor Technology, LLC; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Orion Advisor Technology, LLC is seeking a field-based Business Development Consultant for RIA-Wealth Solutions to grow the wealth platforms across independent and hybrid RIAs in the Mid-Atlantic region. You will own relationships, drive asset inflows, retention, and cross-sell multi-solution wealth offerings, while traveling to meet clients in person.

The role targets independent and hybrid RIAs, with approximately 50–60% travel, and requires coordination with internal sales, relationship

Qualifications

• 5+ years in financial services sales, business development, or relationship management; experience selling to independent and

Responsibilities

• Partner with the paired Internal Sales Consultant, Relationship Managers and other key personnel to prioritize qualified opportunities and coordinate client engagement.
• Drive adoption of Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income, and OCIO with new independent RIA firms.
• Grow and retain existing relationships through additional asset flows and broader solution adoption.
• Identify, sign and transition New Producing Advisors (NPAs) within the RIA firms served, including advisors joining existing client firms and firms newly adopting Wealth Solutions, following Orion's NPA sales process in partnership with the Internal Sales Consultant.
• Lead the transition of assigned RIA firms from current territory coverage, partnering with territory teams to ensure continuity.
• Build relationships with independent RIA owners, executives, investment leaders, and advisors through regular in-person meetings across the Territory.
• Lead opportunities from discovery and proposal through close and transition to implementation.
• Coordinate across Relationship Management, Investments, Trading, Operations, Service, and Marketing.
• Maintain disciplined territory plans, pipeline management, forecasting, and CRM activity.

Job description

Orion Advisor Technology, LLC is seeking a field-based Business Development Consultant for RIA-Wealth Solutions to grow the wealth platforms across independent and hybrid RIAs in the Mid-Atlantic region. You will own relationships, drive asset inflows, retention, and cross-sell multi-solution wealth offerings, while traveling to meet clients in person.

The role targets independent and hybrid RIAs, with approximately 50–60% travel, and requires coordination with internal sales, relationship