Orion

Relationship Manager, Internal

Orion

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, California, Kentucky

Visit company website
✨ AI Apply
Manual Apply

Job Level

Entry Level

Tech Stack

Realm

About the role

  • Build strong relationships with existing clients within an assigned territory by understanding and owning their needs, providing personalized support, and delivering excellent customer service
  • Act as the main point of contact for clients, promptly addressing their inquiries, concerns, and requests
  • Work with service teams to provide feedback on client needs, help clarify issues, and provide suggestions for improving service metrics
  • Identify opportunities for Orion Stack uplifts and cross-selling products and services to existing clients
  • Collaborate with internal sales teams to develop tailored solutions that meet client requirements
  • Proactively identify market trends, competitor activities, and industry developments
  • Provide guidance and consulting to advisors on best utilizing Orion’s technology to align People, Processes, and Technology
  • Determine advisor goals related to business model and growth initiatives; track goals; and facilitate meetings with internal resources to ensure accountability
  • Ensure Salesforce is up-to-date with clients’ current custodians, CRM, financial planning system, trading system, or other technologies advisors utilize
  • Stay up-to-date with the latest Orion products, services, and enhancements; educate clients on features and benefits, providing training and demonstrations as necessary
  • Assess and manage the risk associated with client relationships; conduct due diligence and ongoing monitoring
  • Gather client feedback and insights to identify areas for improvement; collaborate with internal teams to implement enhancements
  • Attend industry events, conferences, and seminars to build networks and establish partnerships
  • Act as a brand ambassador for Orion and maintain contacts with integration partners
  • Ensure Orion’s platform integrates efficiently with other technology and help facilitate new integration partners
  • Help clients navigate the Mergers and Acquisitions process related to Orion, ensuring legal documents and contracts are in place
  • Maintain good client standing for references and work to obtain referrals and advisor reviews

Requirements

  • Has knowledge and understanding of the securities industry, specifically knowledge and understanding of RIA's and B/D's
  • Has knowledge and in-depth understanding of Orion’s operational policies and procedures
  • Possess ability to effectively analyze situations and apply solutions to achieve resolution
  • Possess ability to effectively communicate and present to diverse groups and individuals through strong written, speaking, and listening skills
  • Demonstrates ability to build and strengthen relationships with both internal and external business partners
  • Has minimum of a Bachelor's degree in Business Administration or related field
  • Obtain Orion Industry Certification
  • Has minimum of 2 years of experience in consulting/sales, relationship management, technology assessment or similar role
  • Has experience working with RIAs in the Financial Services industry
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
  • For external candidates: must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Hebron, KY; Chandler, AZ; or Lehi, UT