Solutions Consultant Jobs in Ohio
Solutions Consultant jobs in Ohio are consistently active, with strong demand cutting across enterprise software, financial technology, healthcare IT, and manufacturing automation at levels from entry-level technical sales through senior strategic advisory roles. Columbus, Cleveland, and Cincinnati anchor most of the hiring, where established employers such as Oracle, Nationwide, and Sherwin-Williams maintain large technology and sales operations that regularly seek solutions consultants. The most in-demand specialties in Ohio right now are cloud infrastructure solutions, SaaS platform consulting, and customer experience technology. Find a role that fits below and apply directly.
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Showing 5 of 20+ Solutions Consultant jobs
About this Opportunity:
As a Business Development Consultant RIA-Wealth Solutions, a field-based sales leader, you will be responsible for growing Orion Wealth Solutions with independent and hybrid RIA firms across assigned territory. This position owns the Territory's book of existing RIA wealth relationships and is accountable for inflows, retention and broader solution adoption, including New Producing Advisors (NPAs) who join Orion within the RIA firms served, while cross-selling Wealth Solutions to firms that already rely on Orion's technology. This is a quota-carrying role. Performance is measured primarily on achievement of an annual Territory's total inflow budget goal across Orion's Core and High Net Worth solutions, with asset retention and services goals set in the annual compensation plan. The Territory inflow budget includes transition assets from New Producing Advisors within the RIA firms served. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
The role lives in territory, based in the Cincinnati or Philadelphia metro, and works in person with RIA owners, executives, investment leaders and advisors. Paired with a dedicated Internal Sales Consultant (Internal) based in Hebron, KY or King of Prussia, PA, the consultant leads the transition of RIA firms from current territory coverage, builds and executes a Territory business plan, and coordinates across Relationship Management, Investments, Trading, Operations, Service and Marketing to turn Orion's platform and solutions into lasting asset growth.
Role Mandate
Cross-sell Wealth Solutions to Orion technology clients, then expand asset flows, retention and solution adoption across the Mid-Atlantic Territory's existing independent and hybrid RIA relationships.
Location & Territory
- Focus: independent RIA firms, including hybrid advisors who maintain their own RIA while keeping a broker-dealer affiliation for brokerage business. Advisors whose advisory business runs through a broker-dealer's corporate RIA are covered by Orion's BD channel territory teams.
- This is a field-based role. You'll live in the Cincinnati or Philadelphia metro and travel throughout the Territory to meet RIA firms in person.
- Territory: Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware and Washington, DC.
- You'll be paired with an Internal Sales Consultant based at the Hebron, KY or King of Prussia, PA office.
- Expected travel: about 50-60%.
In this role, you’ll get to:
- Partner with the paired Internal Sales Consultant, Relationship Managers and other key personnel to prioritize qualified opportunities and coordinate client engagement.
- Drive adoption of Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income, and OCIO with new independent RIA firms.
- Grow and retain existing relationships through additional asset flows and broader solution adoption.
- Identify, sign and transition New Producing Advisors (NPAs) within the RIA firms served, including advisors joining existing client firms and firms newly adopting Wealth Solutions, following Orion's NPA sales process in partnership with the Internal Sales Consultant.
- Lead the transition of assigned RIA firms from current territory coverage, partnering with territory teams to ensure continuity.
- Build relationships with independent RIA owners, executives, investment leaders, and advisors through regular in-person meetings across the Territory.
- Lead opportunities from discovery and proposal through close and transition to implementation.
- Coordinate across Relationship Management, Investments, Trading, Operations, Service, and Marketing.
- Maintain disciplined territory plans, pipeline management, forecasting, and CRM activity.
Measures of Success
-
Results
- Quota attainment: achievement of the annual Territory inflow budget goal, measured monthly and quarterly against budget.
- Retention: Territory redemption rate at or better than the Territory's budgeted rate.
- High Net Worth growth: HNW Solutions inflows at or above the Territory HNW budget.
- New firms: number of new independent and hybrid RIA firms adopting Wealth Solutions, and the assets they bring.
- New Producing Advisors: number of NPAs signed within the RIA firms served, and their transition inflows against the Territory NPA goal.
- Share of wallet: growth in Orion's share of assets at existing RIA firms in the Territory.
-
Leading indicators
- Transition success: firms and assets retained through the handoff from current territory coverage.
- Technology-to-Wealth conversion: percentage of Orion technology clients in the Territory adopting Wealth Solutions.
- Multi-solution adoption: number of firms using two or more Wealth Solutions.
- Pipeline health: qualified pipeline coverage and conversion against the Territory goal.
We’re looking for talent who has:
- 5+ years in financial services sales, business development, or relationship management; experience selling to independent and hybrid RIAs strongly preferred.
- Proven track record of meeting or exceeding an individual sales quota or production goal.
- Strong understanding of investment and wealth management solutions.
- Proven consultative selling, relationship management, and closing skills.
- Ability to engage senior decision-makers and advisors.
- Bachelor's degree in Business, Finance, or related field.
Licensing Requirements:
- This position requires a Series 65 license. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Business Development, Client Relations, Client Relationship Management, Financial Products, Financial Product Sales, Financial Services, High Net Worth Individuals, Investments, Market Analysis, Sales, Wealth Management ServicesSalary Range:
$73,431.56 - $118,959.13The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
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 DNA—we 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.
About this Opportunity:
As a Business Development Consultant RIA-Wealth Solutions, a field-based sales leader, you will be responsible for growing Orion Wealth Solutions with independent and hybrid RIA firms across assigned territory. This position owns the Territory's book of existing RIA wealth relationships and is accountable for inflows, retention and broader solution adoption, including New Producing Advisors (NPAs) who join Orion within the RIA firms served, while cross-selling Wealth Solutions to firms that already rely on Orion's technology. This is a quota-carrying role. Performance is measured primarily on achievement of an annual Territory's total inflow budget goal across Orion's Core and High Net Worth solutions, with asset retention and services goals set in the annual compensation plan. The Territory inflow budget includes transition assets from New Producing Advisors within the RIA firms served. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
The role lives in territory, based in the Cincinnati or Philadelphia metro, and works in person with RIA owners, executives, investment leaders and advisors. Paired with a dedicated Internal Sales Consultant (Internal) based in Hebron, KY or King of Prussia, PA, the consultant leads the transition of RIA firms from current territory coverage, builds and executes a Territory business plan, and coordinates across Relationship Management, Investments, Trading, Operations, Service and Marketing to turn Orion's platform and solutions into lasting asset growth.
Role Mandate
Cross-sell Wealth Solutions to Orion technology clients, then expand asset flows, retention and solution adoption across the Mid-Atlantic Territory's existing independent and hybrid RIA relationships.
Location & Territory
- Focus: independent RIA firms, including hybrid advisors who maintain their own RIA while keeping a broker-dealer affiliation for brokerage business. Advisors whose advisory business runs through a broker-dealer's corporate RIA are covered by Orion's BD channel territory teams.
- This is a field-based role. You'll live in the Cincinnati or Philadelphia metro and travel throughout the Territory to meet RIA firms in person.
- Territory: Ohio, Kentucky, Pennsylvania, West Virginia, Virginia, Maryland, Delaware and Washington, DC.
- You'll be paired with an Internal Sales Consultant based at the Hebron, KY or King of Prussia, PA office.
- Expected travel: about 50-60%.
In this role, you’ll get to:
- Partner with the paired Internal Sales Consultant, Relationship Managers and other key personnel to prioritize qualified opportunities and coordinate client engagement.
- Drive adoption of Orion Portfolio Solutions (Core and High Net Worth), Custom Indexing, Outsourced Trading, Fixed Income, and OCIO with new independent RIA firms.
- Grow and retain existing relationships through additional asset flows and broader solution adoption.
- Identify, sign and transition New Producing Advisors (NPAs) within the RIA firms served, including advisors joining existing client firms and firms newly adopting Wealth Solutions, following Orion's NPA sales process in partnership with the Internal Sales Consultant.
- Lead the transition of assigned RIA firms from current territory coverage, partnering with territory teams to ensure continuity.
- Build relationships with independent RIA owners, executives, investment leaders, and advisors through regular in-person meetings across the Territory.
- Lead opportunities from discovery and proposal through close and transition to implementation.
- Coordinate across Relationship Management, Investments, Trading, Operations, Service, and Marketing.
- Maintain disciplined territory plans, pipeline management, forecasting, and CRM activity.
Measures of Success
-
Results
- Quota attainment: achievement of the annual Territory inflow budget goal, measured monthly and quarterly against budget.
- Retention: Territory redemption rate at or better than the Territory's budgeted rate.
- High Net Worth growth: HNW Solutions inflows at or above the Territory HNW budget.
- New firms: number of new independent and hybrid RIA firms adopting Wealth Solutions, and the assets they bring.
- New Producing Advisors: number of NPAs signed within the RIA firms served, and their transition inflows against the Territory NPA goal.
- Share of wallet: growth in Orion's share of assets at existing RIA firms in the Territory.
-
Leading indicators
- Transition success: firms and assets retained through the handoff from current territory coverage.
- Technology-to-Wealth conversion: percentage of Orion technology clients in the Territory adopting Wealth Solutions.
- Multi-solution adoption: number of firms using two or more Wealth Solutions.
- Pipeline health: qualified pipeline coverage and conversion against the Territory goal.
We’re looking for talent who has:
- 5+ years in financial services sales, business development, or relationship management; experience selling to independent and hybrid RIAs strongly preferred.
- Proven track record of meeting or exceeding an individual sales quota or production goal.
- Strong understanding of investment and wealth management solutions.
- Proven consultative selling, relationship management, and closing skills.
- Ability to engage senior decision-makers and advisors.
- Bachelor's degree in Business, Finance, or related field.
Licensing Requirements:
- This position requires a Series 65 license. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Business Development, Client Relations, Client Relationship Management, Financial Products, Financial Product Sales, Financial Services, High Net Worth Individuals, Investments, Market Analysis, Sales, Wealth Management ServicesSalary Range:
$73,431.56 - $118,959.13The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
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 DNA—we 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.
See All 20 Solutions Consultant Jobs in Ohio
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Find Solutions Consultant JobsSolutions Consultant Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Solutions Consultant Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
What Ohio Employers Look For
The qualifications that appear most often in solutions consultant jobs across Ohio.
- Bachelor's degree in business, information technology, engineering, or a related field
- Demonstrated experience presenting and selling technical solutions to enterprise clients
- Proficiency with CRM platforms such as Salesforce and solution-selling methodologies
- Ability to translate complex technical concepts into business value for non-technical stakeholders
- Experience conducting product demonstrations, proof-of-concept builds, or pilot engagements
- Strong collaboration skills working with account executives, product teams, and customer success
Solutions Consultant Jobs in Ohio: Frequently Asked Questions
How do you become a solutions consultant in Ohio?
Most solutions consultant roles in Ohio require a bachelor's degree in business, information technology, or engineering, combined with experience in a technical or client-facing role. The position carries no state-issued license in Ohio, so the path typically runs through inside sales, technical support, or business analyst roles at Ohio-based employers before moving into a consultative seat. Earning a vendor certification from a major platform your target employer uses, such as Salesforce or AWS, strengthens your candidacy considerably.
Which companies hire solutions consultants in Ohio?
Employers hiring solutions consultants in Ohio right now include Palo Alto Networks, RELX, and giftHEALTH, based on current listings on Migrate Mate as of November 2026. Ohio's concentration of insurance carriers, regional banks, and healthcare technology companies means demand runs across a wide range of industries beyond pure software.
Which Ohio cities have the most solutions consultant jobs?
Columbus, Dayton, and Ohio account for the largest share of solutions consultant openings in Ohio. Columbus leads because it houses major technology campuses and insurance headquarters, while Cleveland and Cincinnati generate demand through their financial services, healthcare, and advanced manufacturing sectors, which rely heavily on enterprise software and consultative sales roles.
Are there remote solutions consultant jobs in Ohio?
Yes, and more than most fields. About 75% of solutions consultant openings tied to Ohio are remote or hybrid as of November 2026, reflecting how much of the role centers on virtual product demonstrations and digital client engagement. The parts of the job most likely to stay remote are discovery calls, proposal presentations, and platform walkthroughs, while on-site executive meetings tend to keep some roles hybrid.
How can I get hired as a solutions consultant in Ohio with little or no experience?
The most realistic entry path is through a business development representative or technical support role at a mid-size or enterprise Ohio employer, where you build product knowledge and client communication skills before moving into a consultative position. Companies like Oracle and large Ohio-based insurers and healthcare IT firms regularly hire associate sales engineers or junior presales analysts who rotate into full solutions consultant roles. Building a portfolio of product demo recordings or completing a recognized vendor certification gives candidates without direct experience a concrete edge in screening.
Where can I find and apply to solutions consultant jobs in Ohio?
You can find and apply to solutions consultant jobs in Ohio on Migrate Mate, which lists current Ohio openings across industries and experience levels. Find roles that fit your background and apply directly to the ones that match.
See All 20 Solutions Consultant Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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