Senior Investment Consultant

Orion • Philadelphia, PA

14h • Hybrid

About The Position

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

This is a hybrid position requiring at least three days each week on-site at a listed office location. Candidates should live within commuting distance of an office. The work location may change based on business needs. The position requires 25–50% travel throughout the region to present to financial advisors and their clients.

The consultant represents Orion and its OCIO products, educates financial advisors on Custom Indexing and other OCIO offerings, and works with sales, investment, and marketing teams to support business development, product knowledge, and distribution across Orion’s Wealth Platform and technology ecosystem. A bachelor’s degree and at least five years of experience are required. The position requires 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. Equivalent education and experience will be considered.

Requirements

• Bachelor’s degree.
• At least 5 years of experience.
• Series 65 license or both Series 7 and Series 66 licenses. Required license(s) not held at hire 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, including effective written, listening, and verbal communication.
• Ability to embrace and explain new technologies.
• Self-motivated, outgoing, enthusiastic, and able to work as part of a team.
• Ability to multitask while maintaining careful attention to detail.
• Ability to work effectively independently and within a team.
• Ability to work with a sense of urgency, meet deadlines, and address competing priorities.
• Proficiency with Microsoft Office software, including Word, Excel, PowerPoint, and Outlook.
• Effective problem-solving and organizational skills.
• Ability to work in a hybrid arrangement, with at least three days each week on-site at an office, and to travel 25–50% throughout the region.

Nice To Haves

• Knowledge or expertise in Direct Indexing / Custom Indexing.
• Knowledge of Orion’s 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 educate financial advisors 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 related to Custom Indexing and other investment offerings.
• Work with Marketing on campaigns, newsletters, quarterly market reviews, and sharing ideas.
• Serve as a key liaison and subject matter expert supporting distribution across Orion’s Wealth Platform and technology ecosystems.

What This Job Offers

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