Senior Program Manager, Business Ops — Strategy & Analytics

OAS Orion Advisor Solutions, Inc; United States; Hybrid; USD 95,000 - 147,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Parental leave

Pet benefits

Student loan repayment

Job summary

OAS Orion Advisor Solutions, Inc. is seeking a Senior Program Manager, Business Operations to translate business priorities into actionable insights and measurable outcomes.

You will drive operational performance through BI, performance management, workforce planning, and cross‑functional coordination across Operations, Finance, Technology, Product, Data, and Client Experience. The role requires a strong background in WealthTech/financial services, plus a proven track record in executive

Qualifications

• Minimum of 7 years of experience in WealthTech, Wealth Management, Asset Management, Custody, RIA Services, Financial Technology, or Financial Services.
• Experience developing executive dashboards, KPI frameworks, scorecards, and BI solutions.
• Strong ability to translate complex operational and financial data into actionable recommendations.

Responsibilities

• Translate business priorities into actionable insights and measurable outcomes.
• Develop and maintain scorecards, dashboards, KPI reporting, and business reviews.
• Lead cross‑functional initiatives across Operations, Finance, Technology, Product, Data, and Client Experience.

Skills

WealthTech

Data analytics

KPI reporting

Power BI

Cross-functional leadership

Education

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

Tools

Power BI

Tableau

Job description

OAS Orion Advisor Solutions, Inc. is seeking a Senior Program Manager, Business Operations to translate business priorities into actionable insights and measurable outcomes.

You will drive operational performance through BI, performance management, workforce planning, and cross‑functional coordination across Operations, Finance, Technology, Product, Data, and Client Experience. The role requires a strong background in WealthTech/financial services, plus a proven track record in executive