Senior Program & Performance Manager

Orion Advisor Technology; Omaha (NE); Hybrid; USD 95,000 - 147,000; Full time

Benefits offered by this job

Health, dental, vision, and disability

401(k) with employer match

Paid parental leave

Pet benefits including pawternity and宠

Job summary

Orion Advisor Technology is seeking a Senior Program Manager, Business Operations to drive organizational performance by turning priorities into actionable insights and measurable outcomes. You will collaborate across Operations, Finance, Technology, Product, Data, and Client Experience to improve efficiency and business results.

The role emphasizes data-driven decision making, governance, and leading cross-functional initiatives, with a focus on AI, automation, analytics, and performance

Qualifications

• Minimum 7 years of experience in WealthTech or financial services operations.
• Experience translating data into actionable business recommendations.
• Proven track record leading cross-functional initiatives.

Responsibilities

• Develop and maintain executive dashboards, KPI reporting frameworks, and scorecards.
• Analyze data to identify trends, risks, and opportunities for improvement.
• Support business reviews with insights and performance analysis.
• Lead complex cross-functional initiatives across Operations, Product, Technology, and Finance.
• Evaluate AI, automation, and analytics investments and track outcomes.

Skills

Cross-functional Leadership

Data Analytics

Operational Excellence

AI & Automation

KPI Reporting

Executive Communication

Strategic Planning

Education

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

High School Diploma or equivalent

Certifications related to process improvement, analytics, or program leadership

Tools

Power BI

Tableau

Job description

Orion Advisor Technology is seeking a Senior Program Manager, Business Operations to drive organizational performance by turning priorities into actionable insights and measurable outcomes. You will collaborate across Operations, Finance, Technology, Product, Data, and Client Experience to improve efficiency and business results.

The role emphasizes data-driven decision making, governance, and leading cross-functional initiatives, with a focus on AI, automation, analytics, and performance