Field-Based RIA Wealth Solutions Growth Partner

Orion Advisor Technology, LLC

Cincinnati (OH)

Vor Ort

USD 73.000 - 119.000

Vollzeit

Vor 6 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

Health insurance

401(k) plan

Parental leave

Pet benefits

Zusammenfassung

Orion Advisor Technology, LLC is seeking a field-based Business Development Consultant to grow Orion Wealth Solutions among independent and hybrid RIAs within the Cincinnati/Philadelphia metro areas. You will own the territory’s book of relationships, driving inflows, retention, and broader solution adoption.

You will work with internal teams to sign New Producing Advisors and expand asset flows, while coordinating across Relationship Management, Investments, Trading, Operations, Service and

Qualifikationen

5+ years of experience in financial services sales, business development, or relationship management.
Proven track record of meeting or exceeding an individual sales quota or production goal.
Licensing requirements: Series 65 license; if not held, must be obtained within 90 days of start date.

Aufgaben

Cross-sell Wealth Solutions to Orion technology clients, then expand asset flows, retention and solution adoption across the Mid-Atlantic Territory's existing independent and hybrid RIA relationships.
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.
Maintain disciplined territory plans, pipeline management, forecasting, and CRM activity.

Ausbildung

Bachelor's degree in Business, Finance, or related field

Jobbeschreibung