Senior Program Manager, Automation

Reposted 13 Days Ago
Be an Early Applicant
4 Locations
In-Office
83K-127K Annually
Senior level
Fintech • Software • Financial Services
The Role
The Senior Program Manager is responsible for leading enterprise automation initiatives, managing program lifecycle, defining roadmaps, and ensuring successful implementation across various departments, while using data to optimize automation performance.
Summary Generated by Built In
About this Opportunity:

As a Senior Program Manager, Automations, you will be responsible for leading large-scale enterprise automation initiatives that improve operational efficiency, reduce risk, and enhance customer and employee experiences. This role oversees the end-to-end lifecycle of automation programs across multiple business units, partnering with technology, operations, and product teams to identify opportunities, prioritize initiatives, and ensure successful implementation. The ideal candidate brings strong program leadership experience within complex enterprise environments and has the ability to translate business needs into scalable automation solutions. This role also requires strong analytical capabilities, including the ability to work with operational data using SQL or basic query languages to evaluate automation performance and drive data-informed decisions. 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 enterprise-scale automation programs from strategy through delivery and optimization
  • Manage multiple concurrent initiatives across departments and technology teams
  • Define program roadmaps, delivery milestones, governance frameworks, and success metrics
  • Coordinate cross-functional teams including engineering, RPA developers, data teams, and business stakeholders
  • Identify and manage risks, dependencies, and program escalations
  • Identify high-impact automation opportunities across operational workflows
  • Partner with automation engineering teams to deliver solutions using RPA, workflow automation, AI, or orchestration platforms
  • Establish frameworks for automation intake, prioritization, and value realization tracking
  • Ensure automation solutions are scalable, secure, and aligned with enterprise architecture
  • Use SQL or basic query languages to analyze operational datasets and automation performance metrics
  • Measure program outcomes including efficiency gains, service improvements, and cost reductions
  • Partner with analytics teams to build reporting dashboards and operational insights
  • Use data to continuously optimize automation pipelines and prioritization
  • Partner with senior leaders across operations, technology, and product teams
  • Communicate automation strategy, program status, and results to executive leadership
  • Drive organizational adoption of automation solutions and process improvements
  • Establish governance standards and delivery best practices for automation programs
  • Ensure alignment with compliance, risk, and enterprise technology policies
  • Continuously evaluate program performance and refine automation strategy
We’re looking for talent who:
  • Has 5+ years of experience managing large enterprise programs or initiatives, preferably within automation, digital transformation, or operational transformation
  • Has a proven track record delivering complex cross-functional initiatives in large organizations
  • Has experience working with automation technologies such as RPA, workflow automation, AI, or orchestration platforms
  • Has working knowledge of SQL or other query languages with the ability to retrieve and analyze operational data
  • Has strong analytical, program management, and stakeholder management skills
  • Manages multiple initiatives and priorities simultaneously
  • Hs strong communication skills with experience presenting to senior leadership
  • Has experience with automation platforms such as UiPath, Automation Anywhere, or Power Automate
  • Hs experience with data visualization or BI platforms such as Tableau or Power BI
  • Has a background in Lean, Six Sigma, or process optimization methodologies
  • Has experience in financial services, fintech, or other highly regulated industries
  • Has a PMP, PgMP, or similar program management certification
  • Has a minimum of a bachelor's degree
  • Has a minimum of 5 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 

#LI-Hybrid 

Recommended Skills:

Automation Technology, Client-Centric, Effective Communication, End-to-End Testing, Innovation, Robotic Process Automation, Solutions Design, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$83,076.00 - $127,179.00

The 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

  • 5+ years of experience managing large enterprise programs
  • Proven track record delivering complex cross-functional initiatives
  • Experience with automation technologies such as RPA
  • Working knowledge of SQL or query languages
  • Experience with automation platforms like UiPath or Automation Anywhere
  • Experience with data visualization or BI platforms
  • Background in Lean, Six Sigma, or process optimization
  • PMP, PgMP, or similar program management certification
  • Minimum of a bachelor's degree

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Omaha, NE
1,570 Employees
Year Founded: 1999

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

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