Business Development Consultant OAT

About This Opportunity

As a Business Development Consultant OAT, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position is responsible for obtaining new clients for Orion or growing existing client‘s revenue, depending on territory. Additionally, this position will work with partners and internal Orion employees on sales efforts. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates

Candidates must live within territory: AZ, CA, CO, UT.

For Internal Candidates

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In This Role, You'll Get To

• Collaborate with sales management in development, implementation and execution of territory sales plans resulting in increase in sales, as well as retention of those same assets to achieve sales goals
• Represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. OCIO, as applicable
• Develop new revenue opportunities and capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships
• Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs
• Ensure receipt of excellent customer service with advisors, including expectations are being met and managed
• Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals or institutional clients such as clearing firms, trust companies, compliance firms, technical advisors
• Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner
• Ensure discretionary expenses and travel stay within budget
• Meet agreed upon sales activity goals
• Attend ongoing training to maintain current knowledge of all markets and industry developments
• Maintain and update contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products
• Attend and participate in development and sponsorship of conferences
• Partner with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas
  
  

We're Looking For Talent Who

• Has excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives
• Possess demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers
• Has leadership skills to provide a positive work environment, which encourages and expects teamwork, motivation, efficiency and maximum utilization of staff skills
• Possess strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking in order to persuade others of the value of a product/solution
• Has minimum of a bachelor’s degree in Business Administration, or related field
• This position requires a Series 65 license or both Series 7 and 66 licenses. 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
• Has minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to Registered Investment Advisors
• Has minimum of 2 years of experience building and maintaining a customer account base
• Preferably has experience in the financial planning industry
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
• Sales Role preferred to live in Territory
  
  

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.