Senior Investment Consultant

ORION • Philadelphia, PA

2d • Hybrid

About The Position

The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to help them use Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. The position also drives sales for Orion OCIO, working with Orion’s sales teams across RIA and IBD channels as a subject matter expert.

The role is hybrid, with three or more days per week required onsite at one of the listed office locations. Candidates should live within commuting distance of an office. Work location may change based on business needs.

Requirements

• Bachelor’s degree, or equivalent education and experience.
• At least 5 years of experience.
• Hold a Series 65 license or both Series 7 and Series 66 licenses; if not held at hire, the required license(s) must be obtained within 90 days of the start date.
• Extensive knowledge of capital markets, asset allocation, portfolio management, manager research, and financial planning.
• Strong communication and interpersonal skills.
• Ability to embrace and explain new technologies.
• Self-motivated, outgoing, enthusiastic, and a team player.
• Ability to multitask while maintaining careful attention to detail.
• Ability to work effectively both independently and as part of a team.
• Ability to work with a sense of urgency to meet deadlines and address competing priorities.
• Proficiency with Microsoft Office software, including Word, Excel, PowerPoint, and Outlook.
• Effective written, listening, and verbal communication skills.
• Effective problem-solving and organizational skills.

Nice To Haves

• Knowledge or expertise in Direct Indexing / Custom Indexing.
• Knowledge of Orion technology and Salesforce.

Responsibilities

• Travel 25–50% throughout the region to present to financial advisors and their clients.
• Represent Orion and its OCIO products knowledgeably and effectively, helping advisors identify the benefits of Orion’s proprietary products.
• Proactively engage with financial advisors to educate them about Orion’s Custom Indexing and other OCIO product offerings.
• Partner with Sales teams to identify new opportunities and maintain relationships with financial advisors and prospective clients.
• Partner with Orion’s internal Investment team to develop product knowledge about Custom Indexing and other investment offerings.
• Partner with Marketing on campaigns, newsletters, quarterly market reviews, and sharing ideas.
• Serve as a key liaison and subject matter expert supporting distribution across the Orion Wealth Platform and Orion Technology ecosystems.

What This Job Offers

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