Territory RIA Wealth Growth Consultant

Orion Advisor Technology, LLC

Kentucky

On-site

USD 73,000 - 119,000

Full time

5 days ago

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Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Paid parental leave

Pet benefits: pawternity leave and pet

Student loan repayment

Job summary

Orion Advisor Technology, LLC, based in the Cincinnati/Philadelphia territory, seeks a field-based Business Development Consultant to grow Orion Wealth Solutions with independent and hybrid RIAs. You will drive asset inflows, retention, and cross-sell Wealth Solutions across the Mid-Atlantic Territory, collaborating with internal teams to turn Orion's platform into growth.

You will lead transitions of RIAs, develop territory plans, and travel ~50-60% to meet with owners and advisors, advancing

Qualifications

5+ years in financial services sales or related roles.
Proven track record of meeting or exceeding sales quotas.
Strong knowledge of investment and wealth management solutions.

Responsibilities

Partner with the paired 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, following Orion's NPA sales process in partnership with the Internal Sales Consultant.
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.