Wholesale Mortgage Account Manager
Summit Funding, Inc.
Relationship Manager, Internal
Orion
full-time
Posted on:
Location: Arizona, California, Kentucky • 🇺🇸 United States
Visit company websiteJob 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
