OCIO Business Development Consultant
Orion(1 month ago)
About this role
An OCIO Business Development Consultant at Orion focuses on growing relationships with advisory firms and introducing Orion’s OCIO services to prospective advisors. This client-facing role partners across internal teams to support the sales and onboarding lifecycle and serves as a primary contact for prospective firms. The position supports Orion’s commercial growth by representing the OCIO value proposition to the market.
Required Skills
- Sales
- Relationship Building
- Onboarding
- Portfolio Management
- Manager Selection
- Asset Allocation
- Negotiation
- Presentation
- Pipeline Management
- Stakeholder Management
+3 more
Qualifications
- Bachelor's Degree in Finance, Economics or Mathematics
- Series 65
- CFA
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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