Orion Benefits Overview

Provides financial modeling, profitability analysis, ROI evaluation, cost reduction analysis, budgeting, competitive research, and performance reporting. Advises senior management, supports board and lender reporting, oversees strategic initiatives, leads change projects, and develops data collection processes. The role requires stakeholder management, strong communication, advanced Excel skills, analytical problem-solving, and at least five years of financial analyst experience.

Field-based sales leader responsible for growing Orion Wealth Solutions across independent and hybrid RIA firms. Owns territory inflows, retention, solution adoption, and quota attainment while selling portfolio solutions, indexing, trading, fixed income, and OCIO services. Builds relationships with RIA executives and advisors, identifies and closes new opportunities, transitions advisors and firms, coordinates internal teams, and manages territory plans, pipeline, forecasting, and CRM activity across a multi-state territory.

Field-based, quota-carrying sales leader responsible for growing Orion Wealth Solutions among independent and hybrid RIA firms. Manages territory relationships, drives inflows and retention, cross-sells wealth management solutions, signs and transitions new advisors, and expands solution adoption. Builds relationships with RIA executives and advisors, leads opportunities through close, coordinates implementation, and maintains territory plans, pipeline forecasts, and CRM activity across a multistate territory.