Develop business cases, operational models, and analyses that support leadership decision-making related to growth, profitability, scalability, and client experience.
Evaluate emerging technologies and identify practical opportunities to improve how work is performed across Operations.
Support the evaluation, prioritization, and measurement of AI, automation, analytics, and technology investments while tracking realized business outcomes.
Identify, quantify, and track productivity improvements, capacity creation, cost savings, and operational efficiency opportunities across Operations.
Assist with annual planning, forecasting, workforce planning, capacity modeling, and resource optimization activities.
Facilitate operational governance processes, monitor progress against priorities, and provide visibility into initiative performance.
Lead complex cross-functional initiatives across Operations, Product, Technology, Finance, Data, and Client Experience.
Develop executive-level presentations, recommendations, and decision-support materials.
Proactively identify risks, dependencies, bottlenecks, and opportunities for improvement.
Support the design and implementation of new processes, tools, operating models, and performance management practices.
Create visibility into organizational performance and ensure leaders have the information necessary to make informed business decisions.
Own and manage stakeholder relationships across all levels of the organization.
We're looking for talent who has
Minimum of 7 years of experience in WealthTech, Wealth Management, Asset Management, Custody, RIA Services, Financial Technology, or Financial Services organizations.
Strong understanding of advisor-facing business models and operational functions supporting client onboarding, service delivery, account operations, billing, trading, portfolio operations, and platform adoption.
Demonstrated success improving business performance through data-driven decision-making and cross-functional leadership.
Strong understanding of how people, process, technology, and data work together to improve organizational outcomes.
Experience leveraging generative AI, automation platforms, advanced analytics, and emerging technologies to improve business performance and streamline operational processes.
Experience developing executive dashboards, KPI frameworks, scorecards, operational reporting, and business intelligence solutions.
Proficiency with Power BI, Tableau, or similar business intelligence platforms.
Experience translating complex operational and financial data into actionable business recommendations.
Proven track record of identifying and implementing improvements that increase productivity, scalability, operational effectiveness, and client outcomes.
Experience quantifying business impact through productivity improvements, capacity creation, cost reduction, revenue enablement, or margin expansion initiatives.
Experience applying structured problem-solving, process improvement, and continuous improvement methodologies to complex business challenges.
Experience developing business cases, prioritization frameworks, investment recommendations, and benefits realization tracking.
Understanding of business performance and workforce outcomes, including growth, client retention, expense management, profitability, and capacity optimization.
Experience supporting business reviews, strategic initiatives, workforce planning, capacity analysis, and executive decision-making through data-driven insights and recommendations.
Strong business acumen with the ability to balance strategic priorities with execution requirements.
Ability to lead complex cross-functional initiatives and influence outcomes without direct authority.
Excellent written, verbal, presentation, facilitation, and stakeholder management skills.
Highly analytical, intellectually curious, and comfortable operating in ambiguous environments.
Bachelor's degree in Business Administration, Finance, Operations Management, Analytics, Engineering, or a related discipline preferred.
Professional certifications related to process improvement, operational excellence, analytics, or program leadership preferred.
Ability to build and maintain effective working relationships with stakeholders at all organizational levels.
High School Diploma or equivalent required.
Minimum of 7 years of relevant experience in business operations, operational strategy, analytics, workforce planning, process improvement, or program management.
Experience supporting organizational performance management, operational excellence, and cross-functional business initiatives.
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Recommended Skills
Business Operations, Business Performance, Business Performance Management, Financial Services Industry, Operational Performance, Operational Strategies, Operations Management, Organizational Excellence, Organizational Performance, Organizational Performance Management
Salary Range
$94,869.00 - $146,945.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
