Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Business Development Consultant RIA-Wealth Solutions

Orion21 open roles

Pay
$73,432 – $118,959 a year
Where
Greater CincinnatiNorthern Kentucky Area
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowBusiness Development Consultant RIA-Wealth SolutionsOrion · Greater CincinnatiNorthern Kentucky Area

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Orion's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.9% of postings close within 7 days. Measured by our own scanner across the market. Orion postings stay open a median of 17 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 12.9%7 days
  4. 21.0%14 days
  5. 35.6%30 days
  6. 58.5%60 days
This job: posted 2 days ago

Orion median: 17 days open

The posting

About this Opportunity: As a Business Development Consultant RIA-Wealth Solutions, a field-based sales leader, you will be responsible for growing Orion Wealth Solutions with independent and hybrid RIA firms across assigned territory. This position owns the Territory's book of existing RIA wealth relationships and is accountable for inflows, retention and broader solution adoption, including New Producing Advisors (NPAs) who join Orion within the RIA firms served, while cross-selling Wealth Solutions to firms that already rely on Orion's technology. This is a quota-carrying role. Performance is measured primarily on achievement of an annual Territory's total inflow budget goal across Orion's Core and High Net Worth solutions, with asset retention and services goals set in the annual compensation plan. The Territory inflow budget includes transition assets from New Producing Advisors within the RIA firms served. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

The role lives in territory, based in the Cincinnati or Philadelphia metro, and works in person with RIA owners, executives, investment leaders and advisors. Paired with a dedicated Internal Sales Consultant (Internal) based in Hebron, KY or King of Prussia, PA, the consultant leads the transition of RIA firms from current territory coverage, builds and executes a Territory business plan, and coordinates across Relationship Management, Investments, Trading, Operations, Service and Marketing to turn Orion's platform and solutions into lasting asset growth.

Role Mandate

Cross-sell Wealth Solutions to Orion technology clients, then expand asset flows, retention and solution adoption across the Mid-Atlantic Territory's existing independent and hybrid RIA relationships.

Location & Territory

  • Focus: independent RIA firms, including hybrid advisors who maintain their own RIA while keeping a broker-dealer affiliation for brokerage business. Advisors whose advisory business runs through a broker-dealer's corporate RIA are covered by Orion's BD channel territory teams.
  • This is a field-based role. You'll live in the Cincinnati or Philadelphia metro and travel throughout the Territory to meet RIA firms in person.
  • Territory: Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware and Washington, DC.
  • You'll be paired with an Internal Sales Consultant based at the Hebron, KY or King of Prussia, PA office.
  • Expected travel: about 50-60%.

In this role, you’ll get to:

  • Partner with the paired Internal Sales Consultant, Relationship Managers and other key personnel to prioritize qualified opportunities and coordinate client engagement.
  • Drive adoption of Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income, and OCIO with new independent RIA firms.
  • Grow and retain existing relationships through additional asset flows and broader solution adoption.
  • Identify, sign and transition New Producing Advisors (NPAs) within the RIA firms served, including advisors joining existing client firms and firms newly adopting Wealth Solutions, following Orion's NPA sales process in partnership with the Internal Sales Consultant.
  • Lead the transition of assigned RIA firms from current territory coverage, partnering with territory teams to ensure continuity.
  • Build relationships with independent RIA owners, executives, investment leaders, and advisors through regular in-person meetings across the Territory.
  • Lead opportunities from discovery and proposal through close and transition to implementation.
  • Coordinate across Relationship Management, Investments, Trading, Operations, Service, and Marketing.
  • Maintain disciplined territory plans, pipeline management, forecasting, and CRM activity.

Measures of Success

  • ResultsQuota attainment: achievement of the annual Territory inflow budget goal, measured monthly and quarterly against budget. Retention: Territory redemption rate at or better than the Territory's budgeted rate. High Net Worth growth: HNW Solutions inflows at or above the Territory HNW budget. New firms: number of new independent and hybrid RIA firms adopting Wealth Solutions, and the assets they bring. New Producing Advisors: number of NPAs signed within the RIA firms served, and their transition inflows against the Territory NPA goal. Share of wallet: growth in Orion's share of assets at existing RIA firms in the Territory.
  • Leading indicatorsTransition success: firms and assets retained through the handoff from current territory coverage. Technology-to-Wealth conversion: percentage of Orion technology clients in the Territory adopting Wealth Solutions. Multi-solution adoption: number of firms using two or more Wealth Solutions. Pipeline health: qualified pipeline coverage and conversion against the Territory goal.

We’re looking for talent who has:

  • 5+ years in financial services sales, business development, or relationship management; experience selling to independent and hybrid RIAs strongly preferred.
  • Proven track record of meeting or exceeding an individual sales quota or production goal.
  • Strong understanding of investment and wealth management solutions.
  • Proven consultative selling, relationship management, and closing skills.
  • Ability to engage senior decision-makers and advisors.
  • Bachelor's degree in Business, Finance, or related field.

Licensing Requirements:

  • 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.

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Business Development, Client Relations, Client Relationship Management, Financial Products, Financial Product Sales, Financial Services, High Net Worth Individuals, Investments, Market Analysis, Sales, Wealth Management Services

Salary Range:

$73,431.56 - $118,959.13

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Orion's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Orion's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Orion's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.