Business Development Consultant

🕒 May 20

🌵 Arizona, California, +2 more states – Remote

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

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

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Orion

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Orion is a leading provider of technology solutions for financial advisors and wealth management firms. The company offers a comprehensive suite of tools designed to support the financial management and advisory process, including portfolio accounting, risk intelligence, compliance management, financial planning, and CRM solutions. Orion's platform integrates with various financial tools and systems to streamline operations and enhance client relationships. With a focus on delivering personalized, tax-efficient portfolio management and investment strategies, Orion empowers advisors to connect planning goals with investment strategies and achieve financial success for their clients. Additionally, Orion offers educational resources and academy programs to further support financial advisors in growing their businesses.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Competitive salary