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Internal Strategic Consultant

Omaha, NE

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Description The Internal Strategic Consultant is responsible for supporting the growth and relationships of Orion's client base through in office meetings and scheduled contacts to the clients and team members of Orion Advisor Services, LLC (OAS), a wholly owned subsidiary of NorthStar Financial Services Group, LLC (NorthStar). In addition, the role is responsible for helping the client to build a better business by identifying opportunities for efficiencies and resource improvement thus increasing the adoption of Orion's technology services.ESSENTIAL FUNCTIONS:RELATIONSHIP MANAGEMENT Determines advisor's goals as it relates to business model and growth initiatives; tracks goals and facilitates meetings internal resources to accomplish and ensure accountability from Orion and from Advisor Ensures Salesforce is up-to-date with clients current custodians, CRM, Financial Planning system, Trading system or other technologies advisors utilizes; tracks which organizations our clients are part of and how Orion can get involved Use survey tool to determine effectiveness of visits and to help find additional needs of clients Shares Orions development roadmap with clients and obtains feedback to help identify areas of additional development to support advisors business Ensures Orion maintains a healthy relationship and is in a position to re-new servicing agreement Discover additional opportunities with clients and determine if new development is needed. If new development is needed work with internal teams to determine ROI on development Works with existing advisors to ensure proper addendums and agreements are in place to continue to service them Maintains good standing to use for references and works to obtain referrals; tracks up to date status of reference availability; requests advisor helps Orion via social media and advisor reviews to help maintain Orion's goods name Promotes Orion's technology to advisors via distribution content Provides guidance and consulting to advisors on how to best utilize Orion's technology Participates and presents in regular regional Orion training meetingsINTERNAL RELATIONSHIPS Work with subject matter expert teams and application teams to communicate feedback received by clients and prospects for new development Work with project management team to help provide feedback on client projects and provide support when needed Work with product management team to help provide feedback on improvements to Orion platform that will ensure better workflows for Orion clients Work with service teams to provide feedback on client needs and help provide clarification on issues and provide suggestions on ways to improve service metricsORION PARTNERS Establish and maintain relationships with custodian technology consultants and relationship managers Maintain contacts with Orion integration partners and provide feedback on integration needs Work with Orion Tech Support to ensure Orion integrates as efficiently as possible with partners and to help facilitate new integration partners by identifying vendors and integration points Reciprocate leads with partners and help facilitate introductions to clients Become familiar with sister firms of Orion held under NorthStar Financial Services. Help provide referrals to sister firms when applicableMay perform other duties as required and assigned. WORKING RELATIONSHIPS & CONTACTS Daily contact with internal Orion departments regarding training sessions, course content, clarification on questions, etc. Regular contact with Orion Advisors regarding training requests, schedules, clarification on questions, etc.KNOWLEDGE/SKILLS/ABILITIES: Knowledge and understanding of the securities industry, specifically knowledge and understanding of RIAs and B/Ds. Knowledge and in-depth understanding of Orion operational policies and procedures 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 Ability to effectively analyze situations and applying solutions to achieve resolution Ability to effectively communicate and present to diverse groups and individuals through strong written, speaking and listening skills. Demonstrated ability to build and strengthen relationships with both internal and external business partners Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook Effective problem solving and organizational skillsEDUCATION:* Minimum of a Bachelors degree in Business Administration or related field required Orion Series 65 certification must be obtained within 90 days of employmentEXPERIENCE:* Minimum of three years of experience in consulting/sales, relationship management, technology assessment or similar role required Experience working with RIAs in the Financial Services industry preferred*Equivalent education and experience will be considered

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