RIA Wealth Solutions Growth Lead — Territory Field Sales

Orion; Town of Mansfield (NY); On-site; USD 73,000 - 119,000; Full time

Job summary

Orion is seeking a Business Development Consultant for RIA-Wealth Solutions. The role is field-based, focusing on growing Orion Wealth Solutions with independent and hybrid RIA firms across an assigned Territory.

You will drive inflows, retention, and adoption of Wealth Solutions while cross-selling to firms that rely on Orion's technology. This quota-carrying position requires travel and strategic relationship management.

Qualifications

• 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.
• Bachelor's degree in Business, Finance, or related field required.

Responsibilities

• Cross-sell Wealth Solutions to Orion technology clients and expand asset flows.
• Build and execute a Territory business plan; coordinate with Relationship Management, Investments, Trading, Operations, Service and Marketing.
• Lead the transition of assigned RIA firms from current territory coverage; maintain disciplined territory plans and pipeline management.
• Engage senior decision-makers and advisors through regular in-person meetings across the Territory.
• Manage travel across the Mid-Atlantic Territory and work with Internal Sales Consultant to optimize coverage.

Skills

Business Development

Client Relationships

Sales Strategy

Financial Services

Investments Knowledge

Communication

Education

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

Job description

Orion is seeking a Business Development Consultant for RIA-Wealth Solutions. The role is field-based, focusing on growing Orion Wealth Solutions with independent and hybrid RIA firms across an assigned Territory.

You will drive inflows, retention, and adoption of Wealth Solutions while cross-selling to firms that rely on Orion's technology. This quota-carrying position requires travel and strategic relationship management.