Internal Sales Consultant RIA-Wealth Solutions

About this Opportunity

As an Internal Sales Consultant, the in-office partner to the RIA Business Development Consultant (External), you will share accountability for growing Orion Wealth Solutions with independent and hybrid RIA firms. This position builds and advances a qualified pipeline, cross-sells Wealth Solutions to firms that already rely on Orion's technology, identifies New Producing Advisors (NPAs) within the RIA firms served, and supports existing relationships so that asset flows, retention and solution adoption keep growing. This is a quota-carrying role. Performance is measured on the same annual inflow budget goal as the External partner, across Orion's Core and High Net Worth solutions, with asset retention and services goals set in the annual compensation plan. Working from Orion's office, the Internal Sales Consultant creates leverage for the business: generating and qualifying opportunities, setting quality meetings for the External partner, serving as a product expert for advisors and their staff, and keeping momentum from first outreach through close and transition. 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.

Compensation: The Base Salary range for this position is between $50,000-74,000. 

 

 The posted base salary range represents the anticipated compensation for this position and may vary based on job-related factors, including knowledge, skills, education, experience, and work location.

 

Additionally, this position is eligible for an annualized Sales Incentive Plan target of $105,000-$130,000. Eligibility for and achievement of Sales Incentive Plan targets will be determined based on performance against established goals and measurable performance metrics.

 

In this role, you'll get to:    

Pipeline and sales:

• Partner with the External Consultant to build and execute the business plan, prioritizing accounts and coordinating outreach.
• Identify and qualify cross-sell opportunities across Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income and OCIO.
• Identify New Producing Advisors within the RIA firms served and advance them through Orion's NPA sales process in partnership with the External Consultant.
• Engage RIA owners, advisors and their staff through targeted outreach, campaigns, discovery and follow-up.
• Schedule quality meetings for the External Consultant with producing and high-potential RIA firms and advisors.
• Advance opportunities by coordinating meetings, demonstrations, proposals and next steps through close and transition.
• Re-engage prior opportunities and identify additional asset-flow and solution-expansion potential within existing clients.

Client support and expertise:

• Serve as a product expert on Orion's investment solutions and technology. Keep advisors informed of market, product and strategy updates.
• Help advisors evaluate client investment objectives and choose the right Orion strategies and models.
• Handle inbound advisor calls and questions accurately and professionally, and advocate to resolve issues.
• Support the transition of RIA firms from current coverage, ensuring a consistent client experience.

Operating discipline:

• Coordinate with Relationship Management, Investments, Trading, Operations, Service and Marketing.
• Promote and support company events, conferences and webinars to maximize time with clients and prospects.
• Maintain disciplined pipeline management, forecasting and CRM records of advisor profiles, activity and opportunities.

Skills Needed to Perform the Job

• Track record of meeting or exceeding sales or activity goals.

• Must live within commuting distance of, or be willing to relocate near, the office location listed above.

• Understanding of investment and wealth management solutions, or a strong interest in developing that expertise.

• Strong communication, consultative selling, organization and follow-up skills.

• Ability to collaborate across sales, relationship management and operational teams.

• Ability to multi-task while maintaining careful attention to detail.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

 

We’re looking for talent who has:

• Minimum of a bachelor's degree in Business, Finance, or a related field required.
• This position requires a Series 65 license. 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 obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.

           

Experience Needed to Perform the Job

• Minimum of 3 years of relevant experience required; RIA, financial services sales, inside sales, business development, or client-facing experience preferred.

 

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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:

Client Relations, Client Relationship Management, Consultative Selling, Inside Sales, Internal Sales Management, Pipeline Management, Sales