Wealth FP&A Senior Director: Strategic Finance Partner
Listed on 2026-10-06
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Finance & Banking
Corporate Finance, VP/Director of Finance, Wealth Management, Financial Manager
Orion is seeking a Senior Director of FP&A (Wealth) to partner with the Wealth President and leadership. You will own performance analysis, forecasting, deal economics, and executive reporting, turning ambiguity into actionable financial direction.
You will shape Wealth financial direction by spotting trends in net flows, rate, and product mix, and will guide compensation economics and incentive design while partnering across Sales, Legal, and Accounting to protect revenue.
As a Wealth FP&A Senior Director:
Strategic Finance Partner, you will play an important part at Orion-Advisor-Technology in Omaha, NE, United States.
We appreciate your interest in this position.
Join Orion-Advisor-Technology and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth FP&A Senior Director:
Strategic Finance Partner role at Orion-Advisor-Technology, based in Omaha, NE, United States.
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