Account Executive
Orion Advisor Technology, Lehighton, PA, United States
About this Opportunity:
As an Account Executive, you will assist in sales efforts to promote the growth and retention of agreements and relationships and will find ways to gain new revenue. This role will foster and develop relationships with an assigned list of custodians, IBD clients, reseller partners, other partners, and the technology and asset management external and internal sales teams. 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: Chandler, AZ; or Lehi, UT.
In this role, you’ll get to:
Find new and expand existing marketing partnership agreements and relationships to gain new revenue
Identify additional business opportunities resulting in an effort to increase sales and new revenue
Partner with internal and external sales teams to create sales opportunities and accelerate the sales process with quarterly strategic calls generating leads with custodians and their sales teams, industry consultants and integration partners
Build relationships with fellow team members covering custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members
Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information
Prepare and communicate a profile/at a glance view for each relationship on a regular basis
Regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and enhance existing ones
Host a strategic quarterly call with each of the primary relationships, with an E-team member (preferred) discussing topical items for the Orion roadmap to help the partnership. Goals of informing and necessary tactical follow up items for opportunities to cross sell and resolve issues
Continually learn and become proficient in all of Orion’s product offerings
Be assigned and successful in attaining individual and team goals, established Rocks and KPIs
We’re looking for talent who:
Knows Orion products and services and the marketplace, competitors, key partners, and the general financial industry
Has fundamental sales skills required: negotiation and persuasion, up‑selling, closing, follow‑up, and networking in order to persuade others of the value of a product and/or service
Has minimum of a bachelor’s degree in Business Administration, Finance, or related role
Has minimum of 2 years of experience in financial services sales related role
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Client‑Centric
Effective Communication
Identifying Sales Opportunities
Innovation
Negotiation
Sales
Sales Process
Technical Proficiency
Time Management
Work Collaboratively
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.
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For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Chandler, AZ; or Lehi, UT.
In this role, you’ll get to:
Find new and expand existing marketing partnership agreements and relationships to gain new revenue
Identify additional business opportunities resulting in an effort to increase sales and new revenue
Partner with internal and external sales teams to create sales opportunities and accelerate the sales process with quarterly strategic calls generating leads with custodians and their sales teams, industry consultants and integration partners
Build relationships with fellow team members covering custodians, integration partners, industry consultants, top BD/RIA clients, large institutions and other similar opportunities, and Orion Sales team members
Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information
Prepare and communicate a profile/at a glance view for each relationship on a regular basis
Regularly attend conferences, host webinars and conference calls, and engage in other activities to build new relationships and enhance existing ones
Host a strategic quarterly call with each of the primary relationships, with an E-team member (preferred) discussing topical items for the Orion roadmap to help the partnership. Goals of informing and necessary tactical follow up items for opportunities to cross sell and resolve issues
Continually learn and become proficient in all of Orion’s product offerings
Be assigned and successful in attaining individual and team goals, established Rocks and KPIs
We’re looking for talent who:
Knows Orion products and services and the marketplace, competitors, key partners, and the general financial industry
Has fundamental sales skills required: negotiation and persuasion, up‑selling, closing, follow‑up, and networking in order to persuade others of the value of a product and/or service
Has minimum of a bachelor’s degree in Business Administration, Finance, or related role
Has minimum of 2 years of experience in financial services sales related role
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Recommended Skills:
Client‑Centric
Effective Communication
Identifying Sales Opportunities
Innovation
Negotiation
Sales
Sales Process
Technical Proficiency
Time Management
Work Collaboratively
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.
#J-18808-Ljbffr