Senior Program Manager, Business Operations & Insights

Orion; Omaha, Northern (NE, KY); Hybrid; USD 95,000 - 147,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) with employer match

Paid parental leave

Pet benefits (pawternity leave & pet保险

Student loan repayment

Job summary

Orion in the Greater Omaha Area invites a Senior Program Manager, Business Operations to translate strategic priorities into actionable dashboards, scorecards, and performance insights. You will lead cross-functional initiatives across Operations, Finance, Technology, and Data to drive growth, efficiency, and client outcomes.

The role demands 7+ years in WealthTech or financial services, strong analytical and storytelling abilities, and experience with AI, automation, and BI tools like Power BI

Qualifications

• 7+ years of experience in WealthTech, Wealth Management, Asset Management, Custody, RIA services, or Financial Services.

Responsibilities

• Develop and maintain operational performance scorecards, executive dashboards, KPI reporting frameworks, and business reviews.
• Analyze operational, financial, client experience, and workforce data to identify trends, opportunities, risks, and recommendations.
• Support monthly, quarterly, and annual business reviews through actionable insights and performance analysis.
• Establish frameworks to measure initiative success and track realized business outcomes.

Skills

Cross-functional leadership

Data-driven decision making

Process improvement

Strategic thinking

Executive communication

AI / automation familiarity

Education

Bachelor's degree in Business Administration, Finance, Operations Management, Analytics, Engineering, or related discipline

High School Diploma or equivalent

Tools

Power BI

Tableau

Job description

Orion in the Greater Omaha Area invites a Senior Program Manager, Business Operations to translate strategic priorities into actionable dashboards, scorecards, and performance insights. You will lead cross-functional initiatives across Operations, Finance, Technology, and Data to drive growth, efficiency, and client outcomes.

The role demands 7+ years in WealthTech or financial services, strong analytical and storytelling abilities, and experience with AI, automation, and BI tools like Power BI