Job description

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. In this role, you ll get to: 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 Own the financial understanding of Wealth sales compensation: forecast comp expense, interpret incentive economics for Wealth leadership, and advise on plan design and changes through a financial lens, without owning day-to-day comp administration Speak fluently to how compensation structures align to net flows, revenue recognition, and margin in conversations with the Wealth President Partner with the Sales Comp Lead and Compensation Operations so the comp story the business hears from Finance is consistent, defensible, and tied to the numbers Lead the financial evaluation of strategic deals, partnership restructures, and retention plays, including discount and fee-waiver economics and net-flow arrangements Define the methodology and guardrails for evaluating non-standard pricing and contract terms, and partner with Sales, Legal, and Accounting to flag business terms that erode revenue before they are committed Quantify in-year and run-rate impact of pricing and contractual changes, and track outcomes against the original business case Own the Wealth forecasting cadence and long-range model, bringing together AUM, net flows, rate, and product-mix drivers into a coherent, defensible view Define the analytical approach and standards behind budgeting, rolling forecasts, and scenario planning, reconciled to reporting and BI sources Lead the monthly business review of Wealth results, sharing insight on drivers and variances rather than restating numbers Own the integrity and narrative of Wealth financials for board packets, executive dashboards, town halls, and investor-facing materials Keep a single, trusted version of Wealth performance data by reconciling reporting, dashboards, and BI, and resolving discrepancies before they reach executives Lead and develop a small, focused FP&A team, including onshore and offshore analysts, delegating recurring production so senior time goes to analysis and partnership Set standards, coach for judgment and business acumen, and build succession depth on the Wealth finance bench Lead by example, reinforce Orion s values, and build an inclusive, high-trust team We re looking for talent who: Has a minimum of 10 years of corporate or FP&A experience, with experience partnering directly with senior business leaders Has a track record as a proactive business partner on complex, ambiguous problems, not solely a reporting or planning function Has strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model Has experience in wealth management or wealth services, with a solid grasp of asset flows (inflows, outflows, and net flows) and how they drive revenue; this understanding is important to success in the role Is highly proficient in Excel, able to build detailed financial models from scratch and maintain complex KPI trackers Has a minimum of a bachelor s degree in Accounting, Finance, Economics, or related field required; MBA, CFA, or CPA preferred Preferably has experience at a high-growth, PE-backed, or FinTech company Preferably has familiarity with the practical application of AI in finance (for example, automating analysis, forecasting, and reporting workflows) Preferably has hands-on experience with Workday and Adaptive Planning Preferably has experience with BI platforms such as Power BI and data analytics tools #LI-AP1 #LI-Onsite #LI-Hybrid Recommended Skills: Adaptive Planning, Budgeting, Change Management, Conflict Resolution, Cross-Functional Collaboration, Data Analytics, Decision Making, Financial Analysis, Financial Management, Financial Modeling, Financial Planning and Analysis (FP&A), Forecasting, Key Performance Indicators (KPI), Leadership, Microsoft Power Business Intelligence (PBI), Performance Optimizations, Revenue, Risk Management, Strategic Thinking, Technical Integration Salary Range: $123,491.00 - $196,279.00 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.

Requirements

Must-haves

In this role, you ll get to: 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
Speak fluently to how compensation structures align to net flows, revenue recognition, and margin in conversations with the Wealth President
Partner with the Sales Comp Lead and Compensation Operations so the comp story the business hears from Finance is consistent, defensible, and tied to the numbers
Lead the financial evaluation of strategic deals, partnership restructures, and retention plays, including discount and fee-waiver economics and net-flow arrangements
Define the methodology and guardrails for evaluating non-standard pricing and contract terms, and partner with Sales, Legal, and Accounting to flag business terms that erode revenue before they are committed
Quantify in-year and run-rate impact of pricing and contractual changes, and track outcomes against the original business case
Own the Wealth forecasting cadence and long-range model, bringing together AUM, net flows, rate, and product-mix drivers into a coherent, defensible view
Define the analytical approach and standards behind budgeting, rolling forecasts, and scenario planning, reconciled to reporting and BI sources
Lead the monthly business review of Wealth results, sharing insight on drivers and variances rather than restating numbers
Own the integrity and narrative of Wealth financials for board packets, executive dashboards, town halls, and investor-facing materials
Keep a single, trusted version of Wealth performance data by reconciling reporting, dashboards, and BI, and resolving discrepancies before they reach executives
Lead and develop a small, focused FP&A team, including onshore and offshore analysts, delegating recurring production so senior time goes to analysis and partnership
Set standards, coach for judgment and business acumen, and build succession depth on the Wealth finance bench
Lead by example, reinforce Orion s values, and build an inclusive, high-trust team
We re looking for talent who: Has a minimum of 10 years of corporate or FP&A experience, with experience partnering directly with senior business leaders
Has a track record as a proactive business partner on complex, ambiguous problems, not solely a reporting or planning function
Has strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model
Has experience in wealth management or wealth services, with a solid grasp of asset flows (inflows, outflows, and net flows) and how they drive revenue; this understanding is important to success in the role
Is highly proficient in Excel, able to build detailed financial models from scratch and maintain complex KPI trackers
Preferably has experience at a high-growth, PE-backed, or FinTech company
Preferably has familiarity with the practical application of AI in finance (for example, automating analysis, forecasting, and reporting workflows)

Nice-to-haves

Has a minimum of a bachelor s degree in Accounting, Finance, Economics, or related field required; MBA, CFA, or CPA preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)