Account Manager

• 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

Senior Relationship Manager – Open Architecture Solutions

Partnerships, Crypto Ecosystems

Head of Sales – Institutional Partnerships

Technical Partner Manager

Commercial Vehicle Account Manager

Regional Account Manager III, Multi-Life