Senior Manager, Operational Transformation

About this Opportunity:
As a Senior Manager of Operational Transformation, you will lead the revolution in Orion's operational efficiency and client experience through AI-powered automation and intelligent solutions. This role offers an unparalleled opportunity to leverage your expertise in AI/automation, process improvement, and data analysis to redefine how we scale our business and deliver exceptional service to our advisor clients. You will build and lead a high-performing team, fostering a culture of innovation and collaboration to achieve ambitious goals. 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; Chandler, AZ.

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:

• Lead initiatives to streamline and optimize key operational processes, leveraging Lean, Six Sigma, and Agile methodologies

• Evaluate and prioritize opportunities to automate manual tasks and workflows, focusing on high-impact areas that will significantly improve client experience and operational efficiency

• Implement and manage AI-powered solutions (e.g., RPA, machine learning, NLP, computer vision, agentic AI, LLMs) to enhance operational efficiency, reduce costs, improve the client experience, drive scalability, and personalize interactions

• Oversee the development and refinement of LLM-powered solutions, ensuring alignment with business objectives and ethical considerations

• Prioritize AI/automation initiatives based on potential business impact, feasibility, and alignment with strategic goals

• Stay abreast of emerging technologies and industry best practices in AI/automation

• Design and implement a comprehensive operational reporting framework

• Establish and track KPIs that align with business objectives, providing insights into operational efficiency, client satisfaction, and areas for improvement

• Analyze operational data to identify trends, bottlenecks, and opportunities for optimization, translating data into actionable recommendations for key stakeholders

• Ensure that all operational processes and technology solutions are optimized for advisor and client satisfaction

• Collaborate with stakeholders to identify and address client pain points, ensuring seamless and efficient service delivery

• Proactively identify and address potential client experience issues

• Explore and implement innovative solutions to personalize the client experience and deliver value-added services

• Monitor and analyze key metrics related to business scaling (e.g., client acquisition cost, customer lifetime value, operational efficiency ratios) to ensure that growth is sustainable and contributes to a positive client experience

We’re looking for talent who:

• Has a minimum of 10 years of experience in operations, process improvement, or a related field within the FinTech/WealthTech industry

• Has demonstrated success implementing and managing process improvement methodologies (e.g., Lean, Six Sigma, Agile) within a financial services environment

• Has exceptional analytical and problem-solving skills

• Has proficiency with data visualization tools (e.g., Tableau, Power BI)

• Has hands-on experience with RPA technologies (e.g., UiPath, Automation Anywhere)

• Has experience designing, developing, or implementing solutions leveraging agentic AI technologies (e.g., autonomous agents, cognitive agents, goal-oriented AI)

• Has experience with LLM development and deployment

• Has excellent project management and organizational skills

• Has exceptional communication skills, with the proven ability to effectively convey complex technical information to both technical and non-technical audiences

• Has strong leadership, interpersonal skills, and a collaborative approach

• Has experience with specific AI/ML frameworks

• Has strong understanding of the financial services industry and wealth management operations

• Has proven experience leading and managing high-performing teams

• Has a minimum of a bachelor’s degree in Business Administration, Industrial Engineering, Computer Science, or a related field.

• Obtains Orion Industry Certification

• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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Salary Range:

$99,862.00 - $154,679.00

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.