RIA Wealth Solutions Growth Lead — Hybrid Territory

ORION; Hebron (CT); Presencial; USD 73.000 - 119.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision coverage

401(k) plan with employer match

Parental leave

Pet benefits including pawternity

Descripción de la vacante

Orion is seeking a field-based Business Development Consultant to grow Wealth Solutions with independent and hybrid RIAs across the Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware and Washington, DC. You will manage an existing book and drive inflows, retention and broad solution adoption.

You will travel 50–60% and work in person with RIA owners and executives, paired with an Internal Sales Consultant to coordinate transitions and build a Territory business plan.

Formación

• 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.

Responsabilidades

• Partner with the 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.
• 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.

Conocimientos

Business Development

Client Relations

Client Relationship Management

Investments

Market Analysis

Sales

Wealth Management Services

Financial Products

Financial Services

High Net Worth Individuals

Educación

Bachelor’s degree in Business/Finance or related field

Descripción del empleo

Orion is seeking a field-based Business Development Consultant to grow Wealth Solutions with independent and hybrid RIAs across the Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware and Washington, DC. You will manage an existing book and drive inflows, retention and broad solution adoption.

You will travel 50–60% and work in person with RIA owners and executives, paired with an Internal Sales Consultant to coordinate transitions and build a Territory business plan.