Business Development Consultant

About this Opportunity

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 the region by supporting the VP, Regional Sales in developing, qualifying, and maintaining relationships through various territory management activities, as well as providing assistance in placing assets under management with Orion.

We are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work in a territory-based capacity, requiring regular travel within an assigned region to support business needs. This is a territory-based position covering CA, AZ, NV, UT. The incumbent is expected to reside within or near the designated territory to effectively perform in the role.

Internal candidates located within or near the assigned territory may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Sales Role required to live in Territory.

• Cold calls and proactively hunt for new advisors from lists, campaigns, and conferences for Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing, and Orion OCIO. Proactively create email campaigns in the territory to find and develop potential clients.
• Hunt for Orion Tech Clients to introduce them to Orion Custom Indexing and the associated tools.
• Travel to, stay overnight, and work industry conferences in the region to find new opportunities for their territory and other territories that may have opportunities at the conference.
• Work closely with VP, Regional Sales in the territory to develop and execute an appropriate business plan to maximize territorial sales, including assessing the current state of the assigned territory to identify opportunities for new business in order to maintain and further the sales cycle.
• Develop relationships with Independent Advisors, Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and help develop their business.
• Receive incoming calls and answer questions accurately and professionally regarding Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing, and Orion OCIO.
• Provide website tours to prospects to market and promote company products and services.
• 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.
• Answer potential client questions and follow‑up call questions.
• Reengage previous lost sales opportunities.
• Ensure receipt of excellent customer service with advisors, including meeting and managing expectations.
• Attend and participate in the development and sponsorship of conferences.
• Assist VP, Regional Sales and Marketing Teams in developing an effective strategy, including key players and messaging delivered, to maximize time with prospects during sponsored trade shows.
• Log activity in Salesforce and keep it up to date.
• Maintain the wholesaler database of contacts; update information regularly, manage hubs in the territory, run reports, and add contacts and leads to the database.
• Support the sales pipeline to meet agreed‑upon sales goals.
• Discuss and develop ideas with the marketing department regarding new campaigns and new tools.
• Maintain a thorough understanding of all company products, including benefits and drawbacks, to advise Advisors on choosing the correct Orion services.
• Stay up to date on industry knowledge by reading industry publications.

• Have knowledge of financial services offerings and company policies and procedures, including Registered Investment Advisory/Wealth Management practice‑management initiatives.
• Have experience working within the Financial Services industry.
• Have a minimum of 2 years of inside sales experience in the financial industry.
• Possess a minimum of a Bachelor of Science in Business Administration, Finance, or a related…