Senior Wealth Ops Program Lead | Strategy & Impact
Orion Advisor Technology
A complete application in a minute
Tailored resume and cover letter, ready to send.
Job summary
Orion Advisor Technology in Omaha, NE is seeking a Senior Program Manager, Business Operations to translate business priorities into actionable insights and measurable outcomes. You will drive operational effectiveness through BI, performance management, workforce planning, and process optimization, partnering across Operations, Finance, Technology, Product, Data, and Client Experience.
The role requires experience in WealthTech or financial services, strong data analytics, and the ability to
Qualifications
- Bachelor's degree in business, finance, analytics, or related field.
- Professional certifications in process improvement or analytics preferred.
- Experience with data-driven decision-making and cross-functional leadership.
Responsibilities
- Develop and maintain executive dashboards and KPI reporting.
- Analyze operational, financial, and workforce data to identify trends.
- Lead cross-functional initiatives across Operations, Product, Technology, and Finance.
Skills
Education
Job description
Orion Advisor Technology in Omaha, NE is seeking a Senior Program Manager, Business Operations to translate business priorities into actionable insights and measurable outcomes. You will drive operational effectiveness through BI, performance management, workforce planning, and process optimization, partnering across Operations, Finance, Technology, Product, Data, and Client Experience.
The role requires experience in WealthTech or financial services, strong data analytics, and the ability to
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
