Senior OCIO Solutions Consultant

ORION; King of Prussia (PA); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Orion is seeking a Senior Investment Consultant, OCI, to foster relationships with financial advisors and drive sales of Orion OCIO solutions. The role involves travel, presenting to advisors and their clients, and collaborating with sales, investment, and marketing teams.

The ideal candidate has a Bachelor's degree, at least 5 years of experience, Series 65 or 7/66, and strong knowledge of capital markets and Direct Indexing.

Formación

• Bachelor’s Degree required.
• At least 5 years of experience in investment consulting/OCIO or related field.
• Series 65 or 7 and 66 licenses required within 90 days of start date.

Responsabilidades

• Travel 25–50% to present to financial advisors and clients.
• Represent Orion and OCIO products to advisors knowledgeably.
• Educate advisors on Orion’s Custom Indexing and OCIO offerings.
• Partner with Sales to identify opportunities and maintain relationships.
• Collaborate with Investment team to gain product knowledge.
• Work with Marketing on campaigns, newsletters, and market reviews.
• Serve as liaison for distribution across Orion Wealth Platform and Orion Technology ecosystems.

Conocimientos

Capital markets

Asset allocation

Portfolio management

Manager research

Financial planning

Direct Indexing

Sales collaboration

Communication

Microsoft Office

Salesforce

Educación

Bachelor’s Degree

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Orion is seeking a Senior Investment Consultant, OCI, to foster relationships with financial advisors and drive sales of Orion OCIO solutions. The role involves travel, presenting to advisors and their clients, and collaborating with sales, investment, and marketing teams.

The ideal candidate has a Bachelor's degree, at least 5 years of experience, Series 65 or 7/66, and strong knowledge of capital markets and Direct Indexing.