Senior Program Manager, Wealth Strategy – Operations

Orion

. Develop and maintain operational performance scorecards, executive dashboards, KPI reporting frameworks, and business reviews .

Posted 11/11/2026full-timeUnited StatesSenior💰 $94,869 - $146,945 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing operational performance frameworks, executive dashboards, and KPI reporting to drive data-driven decision-making and improve organizational outcomes. Proven ability to lead cross-functional initiatives and enhance client satisfaction through strategic insights and process improvements.

Highest-signal resume keywords

WealthTech ExperienceData-Driven Decision-MakingExecutive Dashboard DevelopmentCross-Functional LeadershipProcess Improvement Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Performance AnalysisKPI Reporting FrameworksBusiness Case DevelopmentCapacity ModelingFinancial Data AnalysisProductivity ImprovementClient Experience OptimizationOperational Efficiency TrackingBusiness Intelligence SolutionsStructured Problem-Solving

Soft Skills

Stakeholder ManagementAnalytical ThinkingCommunication SkillsFacilitation SkillsIntellectual Curiosity

Tools & Technologies

Power BITableauAutomation PlatformsGenerative AIAdvanced Analytics

Certifications & Qualifications

Process Improvement CertificationsOperational Excellence CertificationsAnalytics CertificationsProgram Leadership Certifications

Industry Keywords

Wealth ManagementAsset ManagementFinancial TechnologyClient OnboardingOperational StrategyBusiness Performance ManagementWorkforce PlanningOperational GovernanceFinancial ServicesRIA Services

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Develop and maintain operational performance scorecards, executive dashboards, KPI reporting frameworks, and business reviews
Analyze operational, financial, client experience, and workforce data to identify trends, opportunities, risks, and recommendations
Support monthly, quarterly, and annual business reviews through actionable insights and performance analysis
Establish frameworks to measure initiative success and track realized business outcomes
Identify opportunities to improve scalability, productivity, quality, client satisfaction, and operational performance
Develop business cases, operational models, and analyses supporting leadership decisions on growth, profitability, scalability, and client experience
Evaluate emerging technologies and identify opportunities to improve work across Operations
Support evaluation, prioritization, and measurement of AI, automation, analytics, and technology investments
Track productivity improvements, capacity creation, cost savings, and operational efficiency opportunities
Assist with annual planning, forecasting, workforce planning, capacity modeling, and resource optimization
Facilitate operational governance processes and monitor progress against priorities
Lead complex cross-functional initiatives across Operations, Product, Technology, Finance, Data, and Client Experience
Develop executive-level presentations, recommendations, and decision-support materials
Identify risks, dependencies, bottlenecks, and improvement opportunities
Support design and implementation of new processes, tools, operating models, and performance management practices
Create visibility into organizational performance for informed business decisions
Own and manage stakeholder relationships across all organizational levels

Requirements

What you’ll need

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
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 improving 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
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
Strong business acumen
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

Benefits

Comp & perks

Health coverage on day one
Dental coverage on day one
Vision coverage on day one
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