Business Development Consultant

🕒 Maio 20

🌵 Arizona, California, +2 estados a mais – Remoto

🌵 Arizona – Remote 🏄 California – Remote 🎰 Nevada – Remote ⛷️ Utah – Remote

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Desenvolvimento de Negócios (BDR)

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Orion

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Orion é um provedor líder de soluções tecnológicas para consultores financeiros e empresas de gestão de patrimônio. A empresa oferece um conjunto abrangente de ferramentas projetadas para apoiar o processo de gestão e aconselhamento financeiro, incluindo contabilidade de portfólio, inteligência de risco, gestão de conformidade, planejamento financeiro e soluções de CRM. A plataforma Orion se integra com várias ferramentas e sistemas financeiros para otimizar operações e aprimorar relacionamentos com clientes. Com foco em fornecer gestão de portfólio personalizada e estratégias de investimento eficientes em termos fiscais, a Orion capacita os consultores a conectar metas de planejamento com estratégias de investimento e alcançar o sucesso financeiro para seus clientes. Além disso, a Orion oferece recursos educacionais e programas de formação para apoiar ainda mais os consultores financeiros no crescimento de seus negócios.

Descrição

• As a Business Development Consultant, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. • This position works to increase sales within region by supporting the VP, Regional Sales’ efforts to develop, qualify, and maintain new and existing relations through various territory management activities. • Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing and Orion OCIO. • Proactively creates email campaigns in territory to find and develop potential clients. • Works closely with VP, Regional Sales in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle. • Develops relationships with Independent Advisors, Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business. • Attends and participates in development and sponsorship of conferences.

🎯 Requisitos

• Has knowledge of financial services offerings and company policies and procedures, including knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives • Has experience working within the Financial Services industry • Has minimum of 2 years inside sales experience/ financial industry • Possess minimum of a Bachelor of Science in Business Administration, Finance or related field required. • Licensing Requirements: 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.

🏖️ Benefícios

• Competitive salary