About This Job

As a Senior Relationship Manager, National Accounts, you are a strategic partner in developing and maximizing business relationships for Orion. 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 clients, prospects, partners, and the external and internal sales teams. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, youll get to:

Find new and expand existing selling 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 territory reviews, quarterly strategic calls generating leads for add on business
Build relationships with fellow team members covering strategists, 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 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 continue 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, resolve issues.
Continually learn and become proficient in all of Orions product offerings
Assign and successfully attain individual and team goals, establish Rocks and KPIs

Were looking for talent who:

Knows and understands the 1940 Act, Orion products and services and the marketplace, competitors, key partners, and the general financial industry
Provides exceptional customer service to ensure high customer satisfaction
Has ability to develop public speaking skills to effectively host various presentations
Acts with professionalism and diplomacy when communicating with a client or partner
Possess 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
Works with a sense of urgency to meet deadlines and address competing priorities, problem solving and organizational skills key
Has a minimum of Bachelors degree in business or related major
Possess the Series 65 License
Has a minimum of 5 years of experience in related field
Obtain Orion Industry Certification
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 our company, 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 DNAwe 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.

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.