Managed Accounts Support Specialist

About This Opportunity:
As a Managed Accounts Support Specialist, you will be responsible for representing Orion in its efforts to promote Orion’s Model Marketplace to Registered Investment Advisors. This position supports the AVP, Business Development, with efforts to develop, qualify, and maintain new and existing relations through various territory management activities. 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; Sacramento, CA; Hebron, KY.

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:

• Support AVP, Business Development, in the day-to-day administration of Orion’s Model Marketplace by assisting with appropriate business plans to help maximize inflows; monitor the current state of sales pipeline to find & recommend new opportunities to AVP for business development; identify potential cross-selling opportunities for the AVP

• Maintain Wholesaler database of contacts; updates information and notes on all sales activities, manages hubs in territory, runs reports, and adds contacts and leads to database as needed

• Work to ensure all demos and meetings are scheduled for the AVP with both prospects as well as existing clients

• Support AVP to maintain open consistent lines of communication with existing client base as directed

• Ensure receipt of excellent customer service with advisors, including expectations are being met and managed

• Work with multiple internal Orion teams to problem solve alongside the RIA to facilitate a positive experience for clients

• Contact advisors as directed following demos to provide additional information, obtain feedback to inquire about additional product needs

• Established a thorough understanding of the investment management industry and utilizes this knowledge to position products and services effectively

• Maintain relationships with RIA’s, industry partners and contacts to generate new prospects and to help develop their business

• Maintain thorough understanding of all company products, including benefits and drawbacks, to advise RIAs on choosing correct Orion services

• Receive incoming calls and answers questions accurately and professionally regarding Orion offerings

We’re looking for talent who:

• Has knowledge and understanding of Orion offerings

• Has knowledge of financial services offerings and company policies and procedures, including knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives

• Has effective problem-solving, telephone and organizational skills

• Provides exceptional customer service to ensure high customer satisfaction

• Builds and grows exceptional relationships with both Orion Team Members, clients, and Orion partners

• Recognizes business opportunities and act upon them accordingly

• Multi-tasks while maintaining careful attention to detail

• Works effectively both individually and within a team environment

• Work with a sense of urgency to meet deadlines and address competing priorities

• Has a minimum of a Bachelor of Science in Business Administration, Finance or related field required

• Has a minimum of three years of experience in the financial industry

*Equivalent education and experience will be considered

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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 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.

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.