Manager, Strategic Partnerships

Manager, Enterprise Partnerships

As a Manager, Enterprise Partnerships, you will oversee a team of account executives. This position 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 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 : Omaha, NE; Berwyn, PA; Chandler, AZ; Jacksonville, FL or Lehi, UT.

For Internal Candidates : All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

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 :

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 DNAwe 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.