Remote Wealth Solutions BD Lead for RIAs

Orion Advisor Solutions

Lehi (UT)

Ibrido

USD 73.000 - 119.000

Tempo pieno

6 giorni fa

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Vantaggi offerti da questo lavoro

Health, dental, vision and disability

401(k) match

Paid parental leave

Pet benefits and pawternity leave

Student loan repayment

Descrizione del lavoro

Orion Advisor Solutions is seeking a Business Development Consultant for the Western United States, focusing on growing independent and hybrid RIAs. The role blends field-based selling with cross-functional collaboration to drive asset inflows and retention across Wealth Solutions offerings.

The position requires 5+ years in financial services sales and a Series 65 license, with travel 50-60% across the Territory.

Competenze

5+ years in financial services sales, business development, or relationship management.
Proven track record of meeting or exceeding an individual sales quota or production goal.
Strong understanding of investment and wealth management solutions.
Proven consultative selling, relationship management, and closing skills.
Ability to engage senior decision-makers and advisors.
Bachelor's degree in Business, Finance, or related field.

Mansioni

Partner with the Internal Sales Consultant, Relationship Managers and other teams to prioritize opportunities and coordinate client engagement.
Drive adoption of Wealth Solutions, Core and High Net Worth offerings, and related services with new independent RIA firms.
Grow and retain existing relationships through asset flows and broader solution adoption.
Identify, sign and transition NPAs within the RIA firms served and collaborate with the Internal Sales Consultant.
Lead the transition of assigned RIA firms from current territory coverage 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.