Business Development Consultant RIA-Wealth Solutions
About The Position
The Business Development Consultant RIA-Wealth Solutions is a field-based, quota-carrying sales leader responsible for growing Orion Wealth Solutions among independent and hybrid RIA firms in an assigned Mid-Atlantic territory. The role owns the territory’s existing RIA wealth relationships and is accountable for inflows, retention, and broader adoption of Orion solutions, including transition assets from New Producing Advisors (NPAs). It also cross-sells Wealth Solutions to firms that already use Orion technology. The consultant is based in the Cincinnati or Philadelphia metro area and meets in person with RIA owners, executives, investment leaders, and advisors throughout the territory. The role partners with a dedicated Internal Sales Consultant based in Hebron, Kentucky, or King of Prussia, Pennsylvania. It leads transitions of assigned firms from current territory coverage, develops and executes a territory business plan, and coordinates with Relationship Management, Investments, Trading, Operations, Service, and Marketing to support asset growth. The territory includes Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware, and Washington, DC. Expected travel is approximately 50–60%. Performance is measured primarily against the annual territory inflow budget for Orion Core and High Net Worth solutions, with retention and services goals established in the annual compensation plan. The role also has targets related to new firms, NPA transitions, share of wallet, technology-to-Wealth conversion, multi-solution adoption, and pipeline health.
Requirements
- At least 5 years of experience in financial services sales, business development, or relationship management.
- Proven track record of meeting or exceeding an individual sales quota or production goal.
- Strong understanding of investment and wealth management solutions.
- Proven consultative selling, relationship management, and closing skills.
- Ability to engage senior decision-makers and advisors.
- Bachelor’s degree in Business, Finance, or a related field.
- Series 65 license required; if not held at hire, it must be obtained within 90 days of the start date.
Nice To Haves
- Experience selling to independent and hybrid RIAs.
Responsibilities
- Partner with the paired Internal Sales Consultant, Relationship Managers, and other personnel to prioritize qualified opportunities and coordinate client engagement.
- Drive adoption of Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income, and OCIO with independent RIA firms.
- Grow and retain existing relationships through additional asset flows and broader solution adoption.
- Identify, sign, and transition New Producing Advisors within the RIA firms served, following Orion’s NPA sales process and partnering with the Internal Sales Consultant.
- Lead the transition of assigned RIA firms from current territory coverage, coordinating with territory teams to ensure continuity.
- Build relationships with independent RIA owners, executives, investment leaders, and advisors through regular in-person meetings across the territory.
- Lead opportunities from discovery and proposal through close and transition to implementation.
- Coordinate across Relationship Management, Investments, Trading, Operations, Service, and Marketing.
- Maintain territory plans, pipeline management, forecasting, and CRM activity.
- Meet the annual territory inflow budget and territory goals for retention, High Net Worth growth, new firms, NPAs, and share of wallet.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
