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Relationship Manager - Internal

Orion Advisor Technology

Orion Advisor Technology

Customer Service
Multiple locations
Posted on Friday, May 3, 2024

About this Opportunity:

As an Internal Relationship Manager (RM), you will become a trusted advisor, mastering the art of forging unbreakable connections and fueling collaboration and growth. Should you choose to join us, our mission is to help our clients maximize their Orion experience and transform it into a realm of wonder and success for our clients. We accomplish this through virtual meetings and regularly scheduled contacts. We help our clients build a better business by identifying their goals and opportunities for efficiencies, introducing Orion solutions, and stacking them to connect the advisor-client journey. 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:

  • Build strong relationships with existing clients within an assigned territory by understanding and owning their needs, providing personalized support, and delivering excellent customer service

  • Act as the main point of contact for clients, promptly addressing their inquiries, concerns, and requests

  • Work with service teams to provide feedback on client needs, help clarify issues, and provide suggestions for improving service metrics

  • Identify opportunities for Orion Stack uplifts and cross-selling products and services to existing clients

  • Collaborate with internal sales teams to develop tailored solutions that meet client requirements

  • Proactively identify market trends, competitor activities, and industry developments to stay ahead of the competition

  • Provide guidance and consulting to advisors on best utilizing Orion’s technology to align People, Processes, and Technology

  • Determine advisor’s goals related to their business model and growth initiatives; track goals; and facilitates meetings with internal resources to accomplish and ensure accountability from Orion and Advisors

  • Ensure Salesforce is up-to-date with clients’ current custodians, CRM, Financial Planning system, Trading system, or other technologies advisors utilize; track which organizations our clients are part of and how Orion can get involved

  • Stay up-to-date with the latest Orion products, services, and enhancements. Educate clients on the features and benefits of your Orion’s offerings, providing training and demonstrations as necessary

  • Assess and manage the risk associated with client relationships

  • Conduct due diligence and ongoing monitoring of existing clients to identify any potential risks to ensure retained business

  • Gather client feedback and insights to identify areas for improvement in products, services, or processes

  • Collaborate with internal teams to implement enhancements that address client needs and enhance the overall client experience

  • Attend industry events, conferences, and seminars to build networks, establish partnerships with industry consultants, and stay informed about the latest trends in the fintech space

  • Act as a brand ambassador for Orion, representing it professionally and knowledgeably

  • Maintain contacts with Orion’s integration partners and provide feedback on integration needs to Orion’s tech teams

  • Ensure Orion’s platform integrates efficiently with other technology and help facilitate new integration partners by identifying vendors and integration points

  • Help clients navigate the Mergers and Acquisitions process related to Orion to ensure all legal documents are processed, and contracts are in place

  • Maintain good client standing to use for references and work to obtain referrals; track the up-to-date status of reference availability

  • Request advisor helps Orion via social media and advisor reviews to help maintain Orion’s goods name

We're looking for talent who:

  • Has knowledge and understanding of the securities industry, specifically knowledge and understanding of RIA's and B/D's

  • Has knowledge and in-depth understanding of Orion’s operational policies and procedures

  • Possess ability to effectively analyze situations and apply solutions to achieve resolution

  • Possess ability to effectively communicate and present to diverse groups and individuals through strong written, speaking, and listening skills.

  • Demonstrates ability to build and strengthen relationships with both internal and external business partners

  • Has minimum of a Bachelor's degree in Business Administration or related field

  • Obtain Orion Industry Certification

  • Has minimum of 3 years of experience in consulting/sales, relationship management, technology assessment or similar role

  • Has experience working with RIAs in the Financial Services industry

  • 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.