As a Senior Director, FP&A (Wealth), you will be a finance partner to the President of Wealth Management and the Wealth leadership team. You anticipate the business problem before it is asked. You bring a point of view, not just a report, and turn ambiguous, high-stakes questions into clear financial direction. Working within the broader FP&A and CFO organization, you own the analysis behind Wealth performance, forecasting, deal economics, and executive reporting, and you are the senior dedicated finance partner for the Wealth business line. Success looks like a Wealth leadership team that treats Finance as a trusted partner on growth, retention, pricing, and incentive economics, not a scorekeeper. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:Serve as the finance partner to the President of Wealth Management, surfacing risks, opportunities, and solutions ahead of the business
Turn open, ambiguous questions into clear analysis and a recommendation the business can act on
Help shape the financial direction of Wealth by spotting emerging trends in net flows, retention, product mix, and rate, and framing what they mean for leadership
Own the financial understanding of Wealth sales compensation: forecast comp expense, interpret incentive economics for Wealth leadership, and advise on plan design and changes through a financial lens, without owning day-to-day comp administration
Speak fluently to how compensation structures align to net flows, revenue recognition, and margin in conversations with the Wealth President
Partner with the Sales Comp Lead and Compensation Operations so the comp story the business hears from Finance is consistent, defensible, and tied to the numbers
Lead the financial evaluation of strategic deals, partnership restructures, and retention plays, including discount and fee-waiver economics and net-flow arrangements
Define the methodology and guardrails for evaluating non-standard pricing and contract terms, and partner with Sales, Legal, and Accounting to flag business terms that erode revenue before they are committed
Quantify in-year and run-rate impact of pricing and contractual changes, and track outcomes against the original business case
Own the Wealth forecasting cadence and long-range model, bringing together AUM, net flows, rate, and product-mix drivers into a coherent, defensible view
Define the analytical approach and standards behind budgeting, rolling forecasts, and scenario planning, reconciled to reporting and BI sources
Lead the monthly business review of Wealth results, sharing insight on drivers and variances rather than restating numbers
Own the integrity and narrative of Wealth financials for board packets, executive dashboards, town halls, and investor-facing materials
Keep a single, trusted version of Wealth performance data by reconciling reporting, dashboards, and BI, and resolving discrepancies before they reach executives
Lead and develop a small, focused FP&A team, including onshore and offshore analysts, delegating recurring production so senior time goes to analysis and partnership
Set standards, coach for judgment and business acumen, and build succession depth on the Wealth finance bench
Lead by example, reinforce Orion's values, and build an inclusive, high-trust team
Has a minimum of 10+ years of corporate or FP&A experience, with experience partnering directly with senior business leaders
Has a track record as a proactive business partner on complex, ambiguous problems, not solely a reporting or planning function
Has strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model
Has experience in wealth management or wealth services, with a solid grasp of asset flows (inflows, outflows, and net flows) and how they drive revenue; this understanding is important to success in the role
Is highly proficient in Excel, able to build detailed financial models from scratch and maintain complex KPI trackers
Has a minimum of a bachelor's degree in Accounting, Finance, Economics, or related field required; MBA, CFA, or CPA preferred
Preferably has experience at a high-growth, PE-backed, or FinTech company
Preferably has familiarity with the practical application of AI in finance (for example, automating analysis, forecasting, and reporting workflows)
Preferably has hands-on experience with Workday and Adaptive Planning
Preferably has experience with BI platforms such as Power BI and data analytics tools
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Recommended Skills:
Adaptive Planning, Budgeting, Change Management, Conflict Resolution, Cross-Functional Collaboration, Data Analytics, Decision Making, Financial Analysis, Financial Management, Financial Modeling, Financial Planning and Analysis (FP&A), Forecasting, Key Performance Indicators (KPI), Leadership, Microsoft Power Business Intelligence (PBI), Performance Optimizations, Revenue, Risk Management, Strategic Thinking, Technical IntegrationSalary 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
- Minimum 10 years of corporate or FP&A experience
- Experience partnering directly with senior business leaders
- Track record of proactive business partnering on complex, ambiguous problems
- Strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model
- Experience in wealth management or wealth services
- Understanding of asset flows, including inflows, outflows, net flows, and their impact on revenue
- High proficiency in Excel and ability to build detailed financial models and KPI trackers
- Bachelor's degree in Accounting, Finance, Economics, or a related field
- MBA, CFA, or CPA
- Experience at a high-growth, PE-backed, or FinTech company
- Familiarity with practical applications of AI in finance
- Hands-on experience with Workday and Adaptive Planning
- Experience with BI platforms such as Power BI and data analytics tools
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
