As a Director of Intelligent Automation and AI Operations, you will lead the delivery of RPA, workflow automation, and AI-enabled solutions that improve how Orion operates at scale. This role focuses on turning real operational challenges into deployed automation that reduces manual work, improves consistency, and enables sustainable growth. Working closely with operational, technology, and product teams, you will guide automation initiatives from concept through production—ensuring solutions are practical, embedded in day-to-day workflows, and deliver measurable results. This is a hands-on leadership role for someone who enjoys being close to execution while building durable automation capabilities. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location Status:
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you’ll get to:- Lead delivery of RPA and workflow automation initiatives across core operational areas, including service, onboarding, and back-office
- Translate operational problems into scalable automation and process redesign solutions
- Prioritize and sequence work based on business impact, technical readiness, and team capacity
- Implement RPA solutions using platforms such as UiPath, Automation Anywhere, Blue Prism, or equivalent tools
- Guide design and refinement of LLM-assisted and AI-enabled workflows with appropriate controls and governance
- Partner with process owners to identify automation-ready processes and design exception-only workflows
- Use AI-assisted development tools and modern build workflows to help scale automation delivery, accelerate prototyping, and improve development throughput
- Stay closely engaged through design, build, testing, deployment, and production optimization
- Track and report on automation outcomes, including cycle time reduction, capacity released, error prevention, and quality improvement
- Partner across Operations, Technology, Data, and Risk to ensure solutions are effective, sustainable, and compliant
- Identify and prioritize deeper automation opportunities based on performance data and operational signals
- Lead and develop high-performing teams with a strong execution mindset and commitment to delivering real results
- Has proven experience delivering RPA solutions into production using platforms such as UiPath, Automation Anywhere, or equivalent tools
- Has demonstrated experience implementing AI-enabled operational workflows, including LLM-assisted use cases with appropriate controls
- Translates complex operational problems into executable automation and process redesign solutions
- Leads teams responsible for delivering automation and process change end-to-end—not just designing it
- Has a track record of measuring and communicating automation outcomes, including cycle time reduction, capacity release, error prevention, and quality improvement
- Has comfort operating in ambiguity while maintaining delivery momentum and stakeholder confidence
- Has strong analytical, communication, and stakeholder management skills, with experience presenting outcomes to senior leadership
- Has experience working cross-functionally across operations, technology, data, and risk/compliance teams
- Has a minimum of a high school diploma or equivalent
- Has a minimum of 10 years of experience
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
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Recommended Skills:
Salary Range:
$123,491.00 - $196,279.00The 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.
Skills Required
- Proven experience delivering RPA solutions into production using platforms such as UiPath, Automation Anywhere, or equivalent tools
- Demonstrated experience implementing AI-enabled operational workflows, including LLM-assisted use cases with appropriate controls
- Minimum of 10 years of experience
- Minimum of a high school diploma or equivalent
- Strong analytical, communication, and stakeholder management skills
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
