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SVP, Wealth Management External Sales

Orion Advisor Technology

Orion Advisor Technology

Accounting & Finance, Sales & Business Development
Omaha, NE, USA
Posted on Friday, May 24, 2024

About this Opportunity:

As the SVP, WMP External Sales, you will be responsible for representing Orion in its wealth management sales efforts to promote its services to RIAs, Broker Dealers and financial institutions. This position is responsible for leading the wealth management external sales team in obtaining new clients for Orion and cross selling to existing Orion clients. 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:

  • Manage team members within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions

  • Conduct one-on-one meetings with employees on a regular basis

  • Collaborate with external sales team in development, implementation and execution of territory sales plans resulting in increase in sales, as well as retention of those same assets to achieve sales goals

  • Work with the sales team to have them represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. OPS/OAT, as applicable

  • Provide on-going training and role practicing to external sales team on products and strategies, information systems, applications, and other operations

  • Ensure data is being logged in Salesforce on daily basis

  • Develop new prospects and capitalize on referrals in order to increase sales in territory; uses channels efficiently to build relationships

  • Ensure receipt of excellent customer service with advisors, including expectations are being met and managed with internal and external sales team members

  • Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals to the sales team members or clients such as clearing firms, trust companies, compliance firms, and technical advisors

  • Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner

  • Ensure discretionary expenses and travel of the team member and as a whole stay within budget

  • Work with team to help them meet agreed upon sales activity goals

  • Attend and administer ongoing sales training to maintain current knowledge of all markets and industry developments

  • Work with the Sales team and Sales Operations to maintain and update the contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products

  • Continually monitor each sales territory to maximize opportunities in each. This includes revising and creating new territories or channels where appropriate.

  • Establish team and individual goals for department

  • Attend and participate in development and sponsorship of conferences

  • Coordinate, schedule, and actively participate in quality appointments, whether onsite or for home office visits

  • Receive incoming calls, answer questions accurately and professionally and pre-qualify prospects (when appropriate) regarding Orion add on product and service offerings

  • Follow-up on appointments, demos, conference leads and referrals of qualified advisors to uncover business opportunities and accelerate sales process

  • Collaborate with marketing in planning event logistics including campaign setup, material distribution

  • Assist sales and marketing teams in developing an effective strategy, including key players and message delivered, to maximize time with prospects during sponsored trade shows

We're looking for talent who:

  • Has excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of large enterprise firms and financial institutions

  • Demonstrates ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers

  • Possess leadership skills to provide a positive work environment, which encourages and expects teamwork, motivation, efficiency and maximum utilization of staff skills

  • Effectively influence actions and opinions of others

  • Speaks effectively before groups of customers or employees

  • Is able to adapt and implement changes as market and business conditions evolve

  • Consistently meets agreed upon performance goals

  • Has excellent organizational skills, superior time management strategies and the ability to work with minimal supervision from a remote office

  • Has strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking in order to persuade others of the value of a product/solution

  • Has minimum of a bachelor’s degree in business administration or related field

  • Obtain Orion Industry Certification

  • Has minimum of 5 years of experience in a field-based territory sales position selling financial services offerings to large RIAs, large enterprises, or large financial institutions

  • Has minimum of 2 years of experience building and maintaining a customer account base

  • Preferably a Minimum of 1 year of management/leadership experience

  • Preferably experience in the financial planning industry

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

  • Currently has Series 65/66



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.