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Orion · 1 day ago

OCIO Business Development Consultant

Lehi, UT

Full-time

Hybrid

Senior Level

5+ years exp

Orion is a company focused on creating a welcoming environment for its clients and employees. The OCIO Business Development Consultant will assist in building and maintaining relationships with advisor prospects, promoting investment products and services, and supporting the sales process through various responsibilities.

AccountingFinancial ServicesTrading Platform

Responsibilities

Promote Orion OCIO’s investment products and services by delivering key messages to prospect advisors

Establish and nurture strong relationships with advisory firms to facilitate their onboarding to OCIO services

Partner with External & Internal sales reps to cross sell the suite of Orion services

Help support OCIO sales teams in development and execution on business plan with various KPIs as goal drivers

Train and advise new firms on the OCIO value proposition and story, including but not limited to presentations to advisor and/or end client to help close business

Manage and maintain the sales pipeline and lead both the weekly sales management meetings for onboarding firms & current prospective firms

Follow up on appointments, conference leads, internal crossover leads and referrals

Qualification

Portfolio managementSales skillsSeries 65 licenseCFAAnalytical skillsCommunication skillsOrganizational skillsRelationship buildingNegotiationPersuasionAttention to detailTeamwork

Required

Has strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking to persuade others of the value of a product/solution

Has a minimum of a Bachelor's Degree in Finance, Economics, Mathematics or similar

Has a minimum of 5+ years of investment related experience

Has a Series 65 license or a CFA. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy

Preferred

Has excellent knowledge and understanding of portfolio management, manager selection and asset allocation preferred

Has demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers

Has strong communication, organizational and analytical skills

Multi-tasks while maintaining careful attention to detail

Works effectively both individually and within a team environment

Works with a sense of urgency to meet deadlines and address competing priorities

Meets with teams via Zoom or in person when needed

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees