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Senior Investment Consultant, OCIO

Orion Advisor Technology

Orion Advisor Technology

Multiple locations
Posted on Saturday, February 3, 2024

About This Job

The Senior Investment Consultant fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Additionally, this position will drive sales for Orion OCIO by working with Orion’s sales teams across all channels (RIA & IBD) as a subject matter expert.

Essential Functions of the Job

  • 25-50% travel throughout the region to present to financial advisors and advisors’ clients.

  • Represent Orion and its OCIO products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion’s proprietary products.

  • Proactively engage with financial advisors to educate them on Orion’s Custom Indexing and other OCIO product offerings.

  • Partners with Sales teams to identify new opportunities and maintain existing relationships with financial advisors, and prospective clients.

  • Partners with Orion’s internal Investment team to gain product-related knowledge about our Custom Indexing and other investment-related offerings.

  • Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.

  • Serves as a key liaison and subject matter expert supporting distribution across our Orion Wealth Platform and Orion Technology ecosystems.

Skills Needed to Perform the Job

  • Extensive knowledge of capital markets, asset allocation, portfolio management, manager research, capital markets, and financial planning.

  • Knowledge and/or expertise in Direct Indexing / Custom Indexing a plus.

  • Strong communication and personal skills.

  • Easily able to embrace and explain new technologies. Knowledge of Orion’s technology and Salesforce a plus.

  • Self-motivated, outgoing, enthusiastic and a team player.

  • Ability to multi-task while maintaining careful attention to detail.

  • Ability to work effectively both individually and within a team environment.

  • Ability to work with a sense of urgency to meet deadlines and address competing priorities.

  • Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook.

  • Effective written, listening, and verbal communication skills.

  • Effective problem solving and organizational skills.

Education Needed to Perform the Job

  • Bachelor's Degree

  • CFA Designation

Experience Needed to Perform the Job

  • At least 5 years of experience

*Equivalent education and experience will be considered.

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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.