Senior Director of FP&A for Wealth
About the role
About This Opportunity 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.
Responsibilities
- Serve as the finance partner