Orion

Senior Relationship Manager – Open Architecture Solutions

Orion

full-time

Posted on:

Location Type: Hybrid

Location: New York • Pennsylvania • United States

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Salary

💰 $94,869 - $146,945 per year

Job Level

Senior

About the role

  • find new and expand existing selling agreements and relationships to gain new revenue
  • maintain and retain existing relationships, onboard new relationships and go deeper and expand top manager relationships
  • attracting the right managers partners for the OPS platform by working with the Investment & Due Diligence teams
  • identify additional business opportunities resulting in an effort to increase sales and new revenue
  • partner with internal and external sales teams to create sales opportunities and accelerate the sales process
  • build relationships with fellow team members covering strategists, custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities
  • maintain accurate, up-to-date and detailed CRM database for the profiling of relationships, sales funnel, notes, calendar, appointments and other pertinent information
  • prepare and communicate a profile/at a glance view for each relationship on a regular basis
  • regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and continue existing ones
  • host a strategic quarterly call with each of the primary relationships, with an E-team member (preferred) discussing topical items for the Orion roadmap to help the partnership
  • continually learn and become proficient in all of Orion’s product offerings
  • assigned and successful in attaining individual and team goals, established Rocks and KPIs

Requirements

  • minimum of a bachelor’s degree in Business Administration, Finance, or related role
  • Series 65 license (or the ability to obtain within 90 days of employment) required
  • minimum of 5 years of experience in financial services sales related role
  • owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization.
Benefits
  • health, dental, vision, and disability coverage on day one
  • 401(k) plan with employer match
  • paid parental leave
  • pet benefits including pawternity leave and pet insurance
  • student loan repayment and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM database managementsales process accelerationbusiness opportunity identificationrelationship profilingsales funnel managementgoal attainmentKPI management
Soft Skills
relationship buildingcommunicationteam collaborationstrategic thinkingorganizational skillsinterpersonal skills
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in FinanceSeries 65 license