Jobs
>
Phoenix

    Relationship Manager - Arizona, United States - Orion

    Orion
    Orion Arizona, United States

    2 weeks ago

    Default job background
    Full time
    Description

    About this Opportunity:

    As an Internal Relationship Manager (RM), you will become a trusted advisor, mastering the art of forging unbreakable connections and fueling collaboration and growth. Should you choose to join us, our mission is to help our clients maximize their Orion experience and transform it into a realm of wonder and success for our clients. We accomplish this through virtual meetings and regularly scheduled contacts. We help our clients build a better business by identifying their goals and opportunities for efficiencies, introducing Orion solutions, and stacking them to connect the advisor-client journey. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

    In this role, you'll get to:

  • Build strong relationships with existing clients within an assigned territory by understanding and owning their needs, providing personalized support, and delivering excellent customer service
  • Act as the main point of contact for clients, promptly addressing their inquiries, concerns, and requests
  • Work with service teams to provide feedback on client needs, help clarify issues, and provide suggestions for improving service metrics
  • Identify opportunities for Orion Stack uplifts and cross-selling products and services to existing clients
  • Collaborate with internal sales teams to develop tailored solutions that meet client requirements
  • Proactively identify market trends, competitor activities, and industry developments to stay ahead of the competition
  • Provide guidance and consulting to advisors on best utilizing Orion's technology to align People, Processes, and Technology
  • Determine advisor's goals related to their business model and growth initiatives; track goals; and facilitates meetings with internal resources to accomplish and ensure accountability from Orion and Advisors
  • Ensure Salesforce is up-to-date with clients' current custodians, CRM, Financial Planning system, Trading system, or other technologies advisors utilize; track which organizations our clients are part of and how Orion can get involved
  • Stay up-to-date with the latest Orion products, services, and enhancements. Educate clients on the features and benefits of your Orion's offerings, providing training and demonstrations as necessary
  • Assess and manage the risk associated with client relationships
  • Conduct due diligence and ongoing monitoring of existing clients to identify any potential risks to ensure retained business
  • Gather client feedback and insights to identify areas for improvement in products, services, or processes
  • Collaborate with internal teams to implement enhancements that address client needs and enhance the overall client experience
  • Attend industry events, conferences, and seminars to build networks, establish partnerships with industry consultants, and stay informed about the latest trends in the fintech space
  • Act as a brand ambassador for Orion, representing it professionally and knowledgeably
  • Maintain contacts with Orion's integration partners and provide feedback on integration needs to Orion's tech teams
  • Ensure Orion's platform integrates efficiently with other technology and help facilitate new integration partners by identifying vendors and integration points
  • Help clients navigate the Mergers and Acquisitions process related to Orion to ensure all legal documents are processed, and contracts are in place
  • Maintain good client standing to use for references and work to obtain referrals; track the up-to-date status of reference availability
  • Request advisor helps Orion via social media and advisor reviews to help maintain Orion's goods name

    • We're looking for talent who:

  • Has knowledge and understanding of the securities industry, specifically knowledge and understanding of RIA's and B/D's
  • Has knowledge and in-depth understanding of Orion's operational policies and procedures
  • Possess ability to effectively analyze situations and apply solutions to achieve resolution
  • Possess ability to effectively communicate and present to diverse groups and individuals through strong written, speaking, and listening skills.
  • Demonstrates ability to build and strengthen relationships with both internal and external business partners
  • Has minimum of a Bachelor's degree in Business Administration or related field
  • Obtain Orion Industry Certification
  • Has minimum of 3 years of experience in consulting/sales, relationship management, technology assessment or similar role
  • Has experience working with RIAs in the Financial Services industry
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

    • #LI-AP1

    #LI-Remote

    #LI-Hybrid

  • Magellan Financial

    Relationship Manager

    1 week ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 35 ...

  • Newport

    Relationship Manager

    2 days ago

    Newport Phoenix, United States

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...

  • Magellan Financial

    Client Relationship Manager

    2 weeks ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Client Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports ...

  • Sixt

    Relationship Marketing Manager

    4 days ago

    Sixt Phoenix, United States

    **Was Du bei uns machst:** · * Du kreierst individuelle Marketingmanahmen im On- und Offlinebereich fr unsere (inter)nationalen Hotelketten sowie luxurisen Einzelhuser, um die Sixt Mobility Services bestmglich entlang der Customer Journey des Partners zu platzieren · * Du steuers ...

  • Sixt

    Relationship Marketing Manager

    3 weeks ago

    Sixt Phoenix, United States

    **Was Du bei uns machst:** · Du kreierst individuelle Marketingmanahmen im On- und Offlinebereich fr unsere (inter)nationalen Hotelketten sowie luxurisen Einzelhuser, um die Sixt Mobility Services bestmglich entlang der Customer Journey des Partners zu platzieren · Du steuerst ...

  • Magellan Financial

    Client Relationship Manager

    1 week ago

    Magellan Financial Phoenix, United States

    **Join Foundations Invest Advisors - Client Relationship Manager** · **About Foundations Investment Advisors**: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports ...

  • UMB Financial Corporation

    Corp Trust Relationship Manager Ii

    2 weeks ago

    UMB Financial Corporation Phoenix, United States

    UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, w ...

  • Comerica

    Relationship Manager Business Banking Phoenix

    1 day ago

    Comerica Phoenix, United States

    **Relationship Manager, Business Banking** · The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $5MM ...

  • Nuvei

    Relationship Manager

    1 week ago

    Nuvei Scottsdale, United States

    The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow. · WE ARE NUVEI. Nuvei (Nasdaq: NVEI) (TSX: NVEI) is the Canadian fintech company accelerating the business of clients around the world. Nuvei's mod ...

  • PNC Financial Services Group

    Relationship Manager I

    1 week ago

    PNC Financial Services Group Glendale, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Ascensus

    Relationship Manager

    2 weeks ago

    Ascensus Phoenix, United States

    Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...

  • EasyStreetOffers

    Partner Relationship Manager

    1 week ago

    EasyStreetOffers Scottsdale, United States

    **Company Overview**:Easy Street Offers (ESO) is a dynamic real estate firm dedicated to providing top-notch investment opportunities. Our focus is on guiding new investors through our diverse range of real estate products and services. We believe in building lasting relationship ...

  • HUB International

    Client Relationship Manager

    3 weeks ago

    HUB International Scottsdale, United States

    This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the Manu ...

  • Pickleball Kingdom

    Relationship Development Manager

    2 weeks ago

    Pickleball Kingdom Chandler, United States

    **Position**:Relationship Development Manager** · **Location**: Chandler, AZ · **Start Date**: ASAP · **Type**: Full-Time, In-Office · **Who We Are** · Rapidly growing with over 150 franchises awarded which include over 2,100 courts, Pickleball Kingdom is the largest indoor pickl ...

  • PNC Financial Services Group

    Relationship Manager I

    3 days ago

    PNC Financial Services Group Scottsdale, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Fidelity TalentSource LLC

    Central Relationship Manager

    2 weeks ago

    Fidelity TalentSource LLC Phoenix, United States

    · Job Description: · Central Relationship Manager · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Scottsdale, Chandler, Glendale, Biltmore · ...

  • Magellan Financial & Insurance Services, Inc.

    Client Relationship Manager

    5 days ago

    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    Join Foundations Invest Advisors - Client Relationship Manager · About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 ...

  • HairClub

    Client Relationship Manager

    1 week ago

    HairClub Phoenix, United States

    Drive HairClub's vision to be the trusted leader in total hair solutions for all, helping people discover their true confidence and achieve their goals. Live HairClub values of Caring, Collaboration, being Spirited and Innovative. The Client Relationship Manager is responsible fo ...

  • Magellan Financial & Insurance Services, Inc.

    Client Relationship Manager

    2 weeks ago

    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    Join Foundations Invest Advisors - Client Relationship Manager · About Foundations Investment Advisors: As a rapidly expanding Registered Investment Advisor (RIA), Foundations Investment Advisors is proud to offer a dynamic turnkey asset management platform that supports over 350 ...

  • Ernest

    Client Relationship Manager

    3 weeks ago

    Ernest Phoenix, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Phoenix, AZ. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For over 77 ...