Manager, Strategic Partnerships

About this Opportunity:

As a Manager, Enterprise Partnerships, you will oversee a team of account executives.  This position will assist in sales efforts to promote the growth and retention of agreements and relationships and will find ways to gain new revenue. This role will foster and develop relationships with custodians, IBD clients, reseller partners, other partners, and the technology and asset management external and internal sales teams. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Chandler, AZ; Jacksonville, FL or Lehi, UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

• Find new and expand existing marketing partnership agreements and relationships to gain new revenue

• Identify additional business opportunities resulting in an effort to increase sales and new revenue

• Partner with internal and external sales teams to create sales opportunities and accelerate the sales process with quarterly strategic calls generating leads with custodians and their sales teams, industry consultants and integration partners

• Build relationships with fellow team members covering, custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members

• 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

• Prepare and communicate a profile/at a glance view for each relationship on a regular basis

• Regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and enhance existing ones

• Host a strategic quarterly call with each of the primary relationships, with an E-team member (preferred) discussing topical items for the Orion roadmap to help the partnership.  Goals of informing and necessary tactical follow up items for opportunities to cross sell and resolve issues

• Continually learn and become proficient in all of Orion’s product offerings

• Be assigned and successful in attaining individual and team goals, established Rocks and KPIs

We're looking for talent who:

• Has understanding of 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

• Has ability to act with professionalism and diplomacy when communicating with a client or partner

• Has fundamental sales skills required: 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 ability to work with a sense of urgency to meet deadlines and address competing priorities, problem solving and organizational skills key

• Possess minimum of a bachelor’s degree in Business Administration, Finance, or related role

• Obtain Orion Industry Certification        

• Has minimum of 5 years of experience in financial services sales related role

• Has previous managerial 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.