OCIO Business Development Manager

About This Job

The OCIO Business Development Manager is responsible for representing Orion in its sales efforts to promote Orion OCIO to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales within assignment by further developing clients and increasing share of wallet. The Business Development Manager will coordinate and align all activities within assignment to achieve the agreed upon goals of the territory.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Hebron, KY; Berwyn, PA; Lehi, UT; Omaha, NE.

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

Essential Functions of the Job

• Collaborates with sales management in development, implementation and execution of OCIO sales plans resulting in increase in sales, as well as retention of assets to achieve sales goals.
• Consult with advisors on HNW cases and provide assistance in key client meetings.
• Represents Orion OCIO and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion OCIO strategies relative to its competitors
• Strategizes with and provides advice to IARs in designing ideal business plan resulting in retention and growth of current AUM; maintains and nurtures existing relationships.
• Contact advisors following onsite visits to provide additional information, obtain feedback and inquire about additional strategy needs
• Provides excellent customer service with advisors, ensuring expectations are being met and managed.
• Monitors, completes, and analyzes sales goals and activity reports to ensure accuracy and to inform sales management of activities in a timely manner.
• Ensures discretionary expenses and travel stay within budget and are submitted on time.
• Meets agreed upon sales activity goals.
• Attends ongoing training to maintain current knowledge of all markets and industry developments.
• Maintains and updates contact database and activity in sales automation tools;
• Attends and participates in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with advisors; uses various strategies to maximize attendance at conferences and roadshows.
• Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.

Skills Needed to Perform the Job

• Excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of OCIO initiatives.
• Skill in making investment recommendations based on market conditions and clients goals and objectives.
• Demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers.
• Ability to effectively influence actions and opinions of others.
• Ability to speak effectively before groups of customers or employees.
• Ability to adapt and implement changes as market and business conditions evolve.
• Ability to consistently meet agreed upon performance goals.
• Excellent organizational skills, superior time management strategies and the ability to work with minimal supervision from a remote office.
• 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 solution.
• Ability to multi-task while maintaining careful attention to detail.
• Ability to work effectively both individually and within a team environment.
• Ability to work with a sense of urgency to meet deadlines and address competing priorities.
• Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook.
• Effective written, listening, and verbal communication skills.
• Effective problem solving and organizational skills.

Education Needed to Perform the Job

• Minimum of a Bachelor's degree or related field experience required.
• Series 65 license required.

Experience Needed to Perform the Job

• Minimum of five years of experience in a field-based territory sales position selling financial services offerings to Investment Advisor Representatives is preferred.
• Minimum of 2 years of experience building and maintaining a customer account base preferred.
• Experience in the wealth management industry preferred.

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 DNAwe 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.