Jamie Blair

Experience

1. Partner On-boarding Manager

   Orion Portfolio Solutions

   Jun 2014 — Present · Cincinnati, KY, US

   I am responsible for coordinating the on-boarding of our strategist partners at Orion Portfolio Solutions (“OPS”), including Communities and the TAMP Senior Managing Regional Sales Consultant Consultant to Advisory firms helping them achieve their complex business goals and visions through practice management coaching. My primary territory is focused in the South Central US (TX, NM, MS, LA & AR) I also manage the Internal Sales desk for the western half of the country. FTJ FundChoice provides advisors access to independent asset allocation strategies and model trading functionality. We assist advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities. Our new multi-strategist platform is a true evolution in portfolio design. Market Movement Strategies (MMS) diversifies portfolios utilizing our Three Mandate Process which seeks to insulate clients from the unpredictability of market cycles. We also offer an Advisor-Directed program which allows advisors to build, maintain and implement portfolios that best express their own investment philosophy.

Skills

• Railway Signalling
• Rail Safety
• Sales
• Wholesale
• Account Management
• Retirement
• Selling
• Investments
• Mutual Funds
• Insurance
• Leadership
• Series 63
• Sales Operations
• Fixed Annuities
• Customer Service