Business Development Consultant RIA-Wealth Solutions

ORION • Lehi, UT

5d • $73,000 - $440,000 • Onsite

About The Position

The Business Development Consultant RIA-Wealth Solutions is a field-based, quota-carrying sales role responsible for growing Orion Wealth Solutions among independent and hybrid RIA firms across the West Territory. The role owns the territory’s book of existing RIA wealth relationships and is accountable for inflows, asset retention, and broader solution adoption, including transition assets from New Producing Advisors (NPAs) at firms served. A key focus is cross-selling Wealth Solutions to firms already using Orion technology.

The consultant works in person with RIA owners, executives, investment leaders, and advisors, and is paired with a dedicated Internal Sales Consultant. The role leads the transition of assigned RIA firms from current territory coverage, builds and executes a territory business plan, and coordinates with Relationship Management, Investments, Trading, Operations, Service, and Marketing to support asset growth.

The territory covers CA, UT, WA, OR, ID, AZ, NM, NV, MT, WY, and CO. The position requires travel throughout the territory, expected to be about 50–60%. Performance is measured primarily against an annual territory inflow budget, with retention and services goals established in the annual compensation plan. Compensation includes a base salary range of $73,000–$118,000 and eligibility for an annualized Sales Incentive Plan target of $300,000–$322,000.

Requirements

• 5 or more years 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; 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 key 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 in partnership with the Internal Sales Consultant.
• Lead the transition of assigned RIA firms from current territory coverage, partnering 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level