VP, Operational Excellence

Posted 13 Hours Ago
Be an Early Applicant
Omaha, NE
135K-217K Annually
7+ Years Experience
Fintech • Software • Financial Services
The Role
The VP of Operational Excellence leads initiatives to enhance service delivery and process efficiencies while reducing costs. This role involves strategic leadership, implementation of Six Sigma methodologies, change management, and performance metrics. The VP is responsible for cultivating a culture of continuous improvement, aligning operations with business objectives, and leading the Operational Excellence team.
Summary Generated by Built In

About this Opportunity:

The Vice President, Operational Excellence is a critical leadership role responsible for driving operational efficiency, effectiveness, and innovation within Orion.  This individual will lead initiatives aimed at enhancing service delivery and quality, reducing operational costs, and improving process efficiencies across the organization. The VP, Operational Excellence will work closely with the Chief Operating Officer and senior leadership to align operations with Orion’s strategic goals, ensuring a culture of continuous improvement and operational excellence.  The ideal candidate will have a strong background in Six Sigma methodology and operational excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.  

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA; Hebron, KY

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

Strategic Leadership:

  • Develop and implement a comprehensive Operational Excellence strategy that aligns with Orion’s business objectives.

  • Lead the execution of key operational initiatives, ensuring they meet financial targets and quality standards.

  • Collaborate with senior management to define and prioritize process improvement projects across the organization.

Process Improvement:

  • Utilize Six Sigma methodologies (DMAIC, Lean, etc.) to analyze existing processes, identify inefficiencies, and implement data-driven solutions.

  • Lead and mentor teams in the application of Six Sigma tools and techniques, including training and certifying team members in Lean Six Sigma principles.

  • Oversee the execution of Six Sigma projects to deliver measurable improvements in quality, efficiency, and cost.

Change Management:

  • Champion a culture of continuous improvement and operational excellence within the organization.

  • Drive change management initiatives to ensure successful adoption of new processes and technologies.

  • Provide guidance and support to teams during transitions to new operational models.

Performance Metrics and Reporting:

  • Establish key performance indicators (KPIs) to measure the effectiveness of operational processes and track progress against business objectives.

  • Provide regular reports to senior management on the status of operational excellence initiatives, including progress, risks, and recommendations.

Risk Management:

  • Assess operational risks and implement strategies to mitigate them, ensuring compliance with regulatory requirements and industry best practices.

  • Work closely with risk management and compliance teams to ensure operational processes are aligned with regulatory standards.

Technology and Innovation:

  • Collaborate with IT and other departments to leverage technology in improving operational processes and service delivery.

  • Stay abreast of industry trends and emerging technologies that can enhance operational efficiency.

  • Lead the implementation of automation and digital transformation initiatives to streamline operations.

Team Leadership and Development:

  • Build and lead a high-performing Operational Excellence team, providing mentorship, guidance, and career development opportunities.

  • Foster a collaborative and results-driven work environment that encourages innovation and accountability.

  • Set clear goals and expectations for the team, ensuring alignment with the company’s operational objectives.

Financial Management:

  • Develop and manage the Operational Excellence budget, ensuring optimal allocation of resources.

  • Monitor financial performance against budget, identifying and addressing variances as needed.

  • Drive cost reduction initiatives without compromising service quality.

We're looking for talent who has:

  • Bachelor’s degree in business, Finance, Operations Management, or a related field; Master’s degree preferred.

  • Minimum of 7 years of experience in operational excellence, process improvement, or a related role in fintech, financial services, insurance or call center environment.

  • Six Sigma Black Belt or Master Black Belt certification

  • Proven record of accomplishment of leading successful Six Sigma projects with tangible results.

  • Strong leadership skills with the ability to influence and drive change across a large organization.

  • Exceptional analytical and problem-solving skills, with a strong focus on data-driven decision-making.

  • Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels.

  • Experience with change management and leading large-scale transformation initiatives.

  • In-depth knowledge of the financial services industry, including regulatory requirements and best practices.

  • Ability to deal with ambiguity and navigate uncertain situations to drive for clarity.

  • Ability to work across cultures effectively, valuing diversity.

*Equivalent education and experience will be considered

#LI-AP1 

#LI-Onsite 

#LI-Hybrid 

Salary Range:

$134,866.00 - $217,134.00

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

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Top Skills

Lean
Six Sigma
The Company
HQ: Omaha, NE
1,570 Employees
On-site Workplace

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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