What are the responsibilities and job description for the OCIO Business Development Consultant position at Orion?
About This Opportunity
As an OCIO Business Development Consultant, you will assist in building, growing and maintaining new advisor prospects. Responsible for introductory calls where we deliver OCIO’s value proposition and determine how to best support the prospect advisor via OCIO services. Partner with both external and internal sales to nurture leads through the sales process. Act as the point of contact for prospective firms and will leverage and introduce various members of the sales team (Onboarding, Trading, Investment Management, and Technology subject matter experts) to facilitate the transition of an onboarding team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For Internal And External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.
In This Role, You'll Get To
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.
As an OCIO Business Development Consultant, you will assist in building, growing and maintaining new advisor prospects. Responsible for introductory calls where we deliver OCIO’s value proposition and determine how to best support the prospect advisor via OCIO services. Partner with both external and internal sales to nurture leads through the sales process. Act as the point of contact for prospective firms and will leverage and introduce various members of the sales team (Onboarding, Trading, Investment Management, and Technology subject matter experts) to facilitate the transition of an onboarding team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For Internal And External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.
In This Role, You'll Get To
- 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
- 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
- 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
- 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\
- 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
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.