Greg Menefee

Building culturally sound teams that excel at consistently elevating the client experience.

Greg Menefee is a senior executive in the financial services industry with extensive experience in relationship management, consulting, and team leadership. He is currently the SVP of Relationship Management & Consulting at Orion Advisor Tech, based in Bentonville, Arkansas.1

Career Highlights

Current Role: Greg leads relationship management and consulting teams at Orion Advisor Tech, focusing on building trusted advisor relationships and elevating the client experience.1 His vision is to "Consistently Elevate the Industry Standard," and his mission is to help every client maximize their Orion experience.1

Previous Experience:

Head of Institutional Consulting & Sales Support / Implementation at TD Ameritrade Institutional (2015-2021)
Head of Technology Consulting at TD Ameritrade Institutional (2011-2015)
VP, Technology and Practice Management Consulting at TD Ameritrade Institutional (2010-2011)
Various roles at Fidelity Investments, including Sr. Director of Business Development for Family Office Services (2005-2010)1

Education and Certifications

Bachelor of Business Administration in Marketing from Baylor University's Hankamer School of Business
Completed the Securities Industry Institute Program at Wharton Executive Education (2019-2023)
Holds Series 24 (General Securities Principal) and Series 7 (General Securities) licenses1

Leadership Philosophy

Greg is known for building and leading diverse teams by establishing a positive, productive, and inclusive cultural foundation. He focuses on selecting the right individuals and investing in their development, which has consistently resulted in exceeding sales targets and elevating both team member and client experiences.1

It's important to note that while the query mentions Greg as the "Head of Advisory Relationship Management at Empower," his current position according to his LinkedIn profile is with Orion Advisor Tech. The information about his role at Empower may be outdated or incorrect based on the available search results.