About This Job
The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Additionally, this position will drive sales for Orion OCIO by working with Orion’s sales teams across all channels (RIA & IBD) as a subject matter expert.
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.
Essential Functions of the Job
- 25-50% travel throughout the region to present to financial advisors and advisors’ clients.
- Represent Orion and its OCIO products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion’s proprietary products.
- Proactively engage with financial advisors to educate them on Orion’s Custom Indexing and other OCIO product offerings.
- Partners with Sales teams to identify new opportunities and maintain existing relationships with financial advisors, and prospective clients.
- Partners with Orion’s internal Investment team to gain product-related knowledge about our Custom Indexing and other investment-related offerings.
- Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.
- Serves as a key liaison and subject matter expert supporting distribution across our Orion Wealth Platform and Orion Technology ecosystems.
Skills Needed to Perform the Job
- Extensive knowledge of capital markets, asset allocation, portfolio management, manager research, capital markets, and financial planning.
- Knowledge and/or expertise in Direct Indexing / Custom Indexing a plus.
- Strong communication and personal skills.
- Easily able to embrace and explain new technologies. Knowledge of Orion’s technology and Salesforce a plus.
- Self-motivated, outgoing, enthusiastic and a team player.
- Ability to multi-task while maintaining careful attention to detail.
- Ability to work effectively both individually and within a team environment.
- Ability to work with a sense of urgency to meet deadlines and address competing priorities.
- Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook.
- Effective written, listening, and verbal communication skills.
- Effective problem solving and organizational skills.
Education Needed to Perform the Job
Experience Needed to Perform the Job
- At least 5 years of experience
Licensing Requirements:
- 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 obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.
*Equivalent education and experience will be considered.
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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:
Capital Markets, Client-Centric, Effective Communication, Innovation, Sales, Technical Proficiency, Time Management, Wealth Management, Work Collaboratively
