Hybrid OCIO Investment Consultant & Advisor Liaison

orionadvisor; Philadelphia (Philadelphia County); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Orion’s Senior Investment Consultant, OCI, builds and manages relationships with financial advisors to promote Orion’s Custom Indexing and OCIO solutions. The role travels regionally and collaborates with sales, marketing, and internal investment teams to expand opportunities and support advisors and clients.

The position requires a Series 65 license or Series 7 and 66, a Bachelor's degree, and at least five years of experience. A hybrid work arrangement is expected with on-site days.

Formación

• Bachelor's Degree required.

Responsabilidades

• Travel 25-50% to present to financial advisors and clients.

Conocimientos

Capital Markets

Portfolio Management

Direct Indexing

Sales

Communication

Salesforce

Team Player

Multitasking

Microsoft Office

Problem Solving

Educación

Bachelor's Degree

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Orion’s Senior Investment Consultant, OCI, builds and manages relationships with financial advisors to promote Orion’s Custom Indexing and OCIO solutions. The role travels regionally and collaborates with sales, marketing, and internal investment teams to expand opportunities and support advisors and clients.

The position requires a Series 65 license or Series 7 and 66, a Bachelor's degree, and at least five years of experience. A hybrid work arrangement is expected with on-site days.