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.
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.
Responsibilities
- 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