Wealth Strategy & Operations Lead — Data-Driven Programs

Orion; Omaha (NE); On-site; USD 95,000 - 147,000; Full time

Job summary

Orion seeks a Senior Program Manager, Business Operations to translate business priorities into actionable insights, measurable outcomes, and effective execution across operations. You will own performance scorecards, executive dashboards, KPI reporting, and cross‑functional programs driving efficiency and client outcomes.

This role requires strong data analytics, experience building KPI frameworks, and the ability to influence stakeholders without direct authority.

Qualifications

• 7+ years in WealthTech, Wealth Management, Asset Management, or Financial Services.
• Experience in advisor-facing business models and onboarding, service delivery, and operations.
• Proven track record of data-driven improvement and cross-functional leadership.
• Experience leveraging AI, automation, and analytics to boost performance.
• Experience creating executive dashboards, KPI frameworks, and BI solutions.

Responsibilities

• Develop and maintain operational performance scorecards and dashboards.
• Analyze data to identify trends, risks, and opportunities for growth.
• Support business reviews with actionable insights and performance analysis.
• Lead complex cross-functional initiatives across Operations, Product, Technology, Finance, Data, and Client Experience.
• Prepare executive-level presentations and decision-support materials.
• Identify risks, bottlenecks, and opportunities for process improvement.

Skills

Strategic thinking

Cross-functional leadership

Data-driven decision making

Executive communication

Business intelligence

KPI reporting

Operational excellence

Problem solving

Stakeholder management

Analytical mindset

Education

Bachelor's degree

High School Diploma

Tools

Power BI

Tableau

Job description

Orion seeks a Senior Program Manager, Business Operations to translate business priorities into actionable insights, measurable outcomes, and effective execution across operations. You will own performance scorecards, executive dashboards, KPI reporting, and cross‑functional programs driving efficiency and client outcomes.

This role requires strong data analytics, experience building KPI frameworks, and the ability to influence stakeholders without direct authority.