About this Opportunity:
As an Internal Business Development, you will assist in sales efforts to promote Orion Advisor Technology solutions to prospective Registered Investment Advisors/existing customers. This role works to increase sales within a region in partnership with the External Business Development to meet sales goals. Additionally, this position will work with industry partners and internal Orion employees to support sales efforts. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you'll get to:
Work closely with VP, Regional Sales in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle
Develop relationships with Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business
Receive incoming calls and answer questions accurately and professionally regarding Orion offerings
Maintain thorough understanding of all company products, including benefits and drawbacks, in order to advise RIAs on choosing correct Orion services
Provide website tours to RIAs to market and promote company products and services
Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs
Answer potential client questions and follow-up call questions
Reengage previous lost sales opportunities
Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information
Attend and participate in development and sponsorship of conferences
Discuss and develop ideas with marketing department regarding new campaigns and new tools
Stay up to date on industry knowledge by reading industry publications
We're looking for talent who:
Knows Orion products and services and the marketplace, competitors, key partners, and the general financial industry
Has ability to provide exceptional customer service to ensure high customer satisfaction
Possess ability to develop public speaking skills to effectively host various presentations
Acts with professionalism and diplomacy when communicating with a client or partner
Has fundamental sales skills: negotiation and persuasion, up-selling, closing, follow-up, and networking in order to persuade others of the value of a product and/or service
Has minimum of a bachelor’s degree in Business Administration, Finance, or related role
This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.
Has minimum of 6 months of related experience
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Recommended Skills:
Business Development, Client-Centric, Effective Communication, Innovation, Negotiation, Sales, Sales Goal Achievement, Technical Proficiency, Time Management, Work CollaborativelySkills Required
- Minimum of a bachelor's degree in Business Administration, Finance, or related role
- This position requires a Series 65 license or both Series 7 and 66 licenses
- Minimum of 6 months of related experience
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
