Orion Advisor Solutions is hiring a quota-carrying, field-based Business Development Consultant to grow Orion Wealth Solutions across independent and hybrid RIA relationships throughout a Mid-Atlantic territory. This role owns the Territory book of existing RIA wealth relationships and drives inflows, retention, and solution adoption, including the identification and transition of New Producing Advisors (NPAs).
Territory Focus and Role Context
The territory is focused on independent RIA firms, including hybrid advisors who maintain their own RIA while keeping a broker-dealer affiliation for brokerage business. Advisors whose advisory business runs through a broker-dealer corporate RIA are covered by Orion’s BD channel territory teams.
This is a field-based position. The consultant will live in the Cincinnati or Philadelphia metro area and travel throughout the Territory to meet RIA firms in person (expected travel about 50–60%).
Territory: Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware, and Washington, DC.
Key Responsibilities
- Cross-sell Wealth Solutions to Orion technology clients, then expand asset flows, retention, and solution adoption across existing independent and hybrid RIA relationships in the Territory.
- 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 new independent RIA firms.
- Grow and retain existing relationships through additional asset flows and broadened solution adoption.
- Identify, sign, and transition New Producing Advisors (NPAs) within served RIA firms, including advisors joining existing client firms and firms newly adopting Wealth Solutions, 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 disciplined territory plans, pipeline management, forecasting, and CRM activity.
Success Metrics
- Quota attainment: achievement of the annual Territory inflow budget goal, measured monthly and quarterly against budget.
- Retention: Territory redemption rate at or better than the Territory’s budgeted rate.
- High Net Worth growth: HNW Solutions inflows at or above the Territory HNW budget.
- New firms: number of new independent and hybrid RIA firms adopting Wealth Solutions and the assets they bring.
- New Producing Advisors: number of NPAs signed within served RIA firms and their transition inflows against the Territory NPA goal.
- Share of wallet: growth in Orion’s share of assets at existing RIA firms in the Territory.
- Transition success: firms and assets retained through handoff from current territory coverage.
- Technology-to-Wealth conversion: percentage of Orion technology clients in the Territory adopting Wealth Solutions.
- Multi-solution adoption: number of firms using two or more Wealth Solutions.
- Pipeline health: qualified pipeline coverage and conversion against the Territory goal.
Required Qualifications
- 5+ years in financial services sales, business development, or relationship management.
- Experience selling to independent and hybrid RIAs is strongly preferred.
- 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 related field.
- Series 65 license required. If not held at hire, it must be obtained within 90 days of the start date.
Compensation and Benefits
Salary range: USD 73,431 to 118,959 per year.
- Health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment
Location and Team Pairing
Location: Cincinnati, OH (hybrid).
This role is paired with an Internal Sales Consultant based at the Hebron, KY or King of Prussia, PA office.
