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Enterprise Relationship Manager

Orion Advisor Technology

Orion Advisor Technology

Customer Service
Phoenix Metropolitan Area, AZ, USA
Posted on Monday, September 11, 2023

About this Opportunity:

As an Enterprise Relationship Manager, you will manage and expand business relationships with targeted clients; Develops and implements strategy, sales plan, and forecasts for business development. You will work directly with Broker Dealers, negotiate contracts, relationship contact, and attend conferences. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to:

  • Generate and develop added-value business with existing clients to meet specified production goals

  • Manage consistent growth within particular client base

  • Make and develop contacts with selected clients and strategic partners

  • Maintain and develop client relations for new and larger established existing clients, assuring all existing clients are contacted regularly to ensure customer satisfaction and develop need-based marketing relations

  • Develop customer relations including but not limited to sales leads, research, warm calls, qualifying leads, developing leads, and customer service

  • Closely interact with customer service and compliance team

  • Develop and implement a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts

  • Seek and create opportunities to expand business with current clients’ identifying further business needs and presents a solution

  • Grow existing accounts and prospective clients to full potential and generates maximum revenue on a long-term basis

  • Attend conventions, conferences, and trade shows as needed; prepares post-event reports and analysis

  • Regularly interacts with executives of major clients

  • Analyze existing and anticipated client needs and promote company services to meet such requirements

  • Formulate the overall objectives and strategy to develop a high-value relationship within all areas

  • Understand prospective client’s culture, product portfolio, competitive position, financial state, investment plan, organization structure and key decision makers

  • Function as liaison between client companies and operations staff

  • Negotiate contracts and work agreements

  • Generate weekly, monthly, and quarterly reports, tracking work as specified by manager

  • Promote company endorsed programs and services

We're looking for talent who:

  • Has Bachelor’s degree (B.A.) in related field or equivalent

  • Has minimum of 2 years related experience or equivalent

  • Well-developed negotiation, project and account management skills

  • Has working knowledge of industry product information

  • Demonstrates ability to make successful presentations to individuals and/or groups at all levels of an organization

  • Demonstrates ability to create sales results and sell services in a complex environment

  • Has expertise in expanding senior level management at large customers

  • Possess excellent problem resolution and consultative sales skills

  • Meets or exceeds sale targets

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization


About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.