Managed Solutions Advisor

About the role

The Managed Solutions Group Advisor provides relationship, administrative and sales support to OIA's Small Relationship (>$150k) clients while assisting the Trust team with servicing and investment management for OIA’s largest client, the OBT Trust Department.

The role requires flexibility to work additional hours including nights, weekends and holidays as required. The work environment is typically low to moderate noise, with high volume of in-person and telephone interactions in a fast‑paced setting that may involve occasional job stress. There are no significant hazardous conditions.

Physical demands include frequent prolonged sitting, mobility for greeting and assisting employees and visitors, frequent skillful operation of computer, telephone and standard office equipment, occasional travel for meetings/training, and occasional lifting/moving of up to 25 pounds.

Responsibilities

• Relationship and sales management for ~250 OIA clients with accounts under $150k.
• Client engagement via telephone, email and in‑person or virtual meetings.
• Prospecting via client referrals and community engagement.
• Goals include client retention, share‑of‑wallet growth, client resume building, cross‑selling to OBT where appropriate, and creating a center of excellence for client satisfaction.
• Field Trust Officer or Administrator requests from OBT when Managed Solutions Wealth Advisors are out of the office or attending client meetings.
• Work with the Managed Solutions team to prepare prospect and client presentations, fulfill monthly investment reviews, and complete report requests.
• Assist in distributing economic updates to the Trust department from OIA’s Investment Policy Committee.
• Perform all duties and projects as assigned by management.

Requirements

• Organized, detail‑oriented, self‑starter able to work independently.
• Effective written and verbal communication across departments.
• Ability to work with clients/prospects and convey OIA’s value proposition to gain wallet share via appropriate selling strategies.
• Prioritize and work efficiently under ever‑changing workloads, timeframes, and market deadlines.

Qualifications

• Bachelor’s Degree or equivalent work experience of 3+ years.
• Series 65 License required.
• Prior Salesforce (or CRM) usage preferred.

Skills

• Proficient in Microsoft Office suite, with strong focus on Word and Excel.
• Excellent oral and written communication skills.
• Ability to draft clear and professional correspondence, policies and procedures.