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Wealth FP&A Senior Director - Strategic Finance Partner

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: Orion Advisor Technology
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 123000 - 196000 USD Yearly USD 123000.00 196000.00 YEAR

Job Description & How to Apply Below

Orion Advisor Technology is seeking a Senior Director, FP&A (Wealth) to serve as the finance partner to the Wealth Management President and leadership team. You will forecast, analyze, and present on wealth performance, deals, and executive reporting, becoming a trusted advisor for growth, pricing, and incentives.

You will shape the financial direction by interpreting net flows, product mix, and rate impacts while driving budgeting, forecasts, and long-range models that reconcile with BI

We are seeking a motivated Wealth FP&A Senior Director - Strategic Finance Partner to join Orion Advisor Technology in Omaha, NE, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Omaha, NE, United States.

This opportunity is part of our work in Finance.

Position Requirements

10+ Years work experience
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