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Orionadvisor

Senior Investment Consultant

Greater Philadelphia Areahybridsenior

Posted 2w ago · via Workday

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About this role

About This Job The Senior Investment Consultant, OCI fosters and manages relationships with financial advisors to assist them in utilizing Orion’s Custom Indexing and other Outsourced Chief Investment Officer (OCIO) investment solutions. Additionally, this position will drive sales for Orion OCIO by working with Orion’s sales teams across all channels (RIA & IBD) as a subject matter expert. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Greater Philadelphia Area. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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