Business Optimization Manager

Phillip Capital Inc.; Chicago (IL); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Onsite gym

Indoor bicycle parking

Game room

Rooftop deck

Job summary

A financial services firm located in Chicago is seeking a proactive Business Optimization Manager to drive business growth and strengthen client relationships. The role involves collaborating with the CEO to execute strategic priorities, coordinating business development initiatives, and maintaining high-quality communication with clients. Ideal candidates will have a Bachelor's degree, over 5 years of experience in a related role, strong organizational skills, and familiarity with project management tools. This position offers a hybrid work model and competitive benefits.

Qualifications

• 5+ years of experience in product management, business development, client services, or a similar role.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Strong problem-solving skills with a proactive mindset.
• Ability to work independently and take ownership of projects.

Responsibilities

• Collaborate with the CEO to understand strategic priorities.
• Coordinate and execute business development initiatives.
• Support client service efforts by tracking deliverables.
• Identify opportunities for improving processes and efficiency.

Skills

Organizational skills

Time management

Verbal communication

Written communication

Problem-solving

Proactive mindset

Education

Bachelor’s degree in Business, Marketing, Communications, or related field

Tools

Project management tools (e.g., Asana, Trello, Monday.com)

Job description

Location: Chicago, IL (Hybrid)

Phillip Capital Inc., located in Chicago, is dually registered with the SEC/FINRA as a self-clearing broker dealer and the Commodity Futures Trading Commission (CFTC) as a registered Futures Commission Merchant (FCM) serving professional traders and institutions with customized clearing, custody and global market access solutions.

What We Offer

We offer the opportunity to grow your skills and make meaningful, visible contributions to both your team and the company. We believe in integrity, accountability, open communication, and continual improvement to build for the long term. Our office in the iconic Board of Trade Building is conveniently located near Metra and CTA lines and close to restaurants, parks, shopping, and cultural institutions. Our building amenities include an onsite gym, indoor bicycle parking, game room, and a rooftop deck.

About the Role

We are seeking a highly organized and proactive Business Optimization Manager to help execute key projects that drive business growth and strengthen client relationships. This role is critical in carrying the CEO’s vision forward by ensuring that initiatives move smoothly from strategy to execution.

What You Will Do

• Collaborate with the CEO to understand strategic priorities and break them down into actionable project plans.
• Coordinate and execute business development initiatives, including partnership outreach, proposals, lead follow-ups, and marketing activities.
• Support client service efforts by tracking deliverables, ensuring deadlines are met, and maintaining high-quality communication with clients.
• Serve as the main point of contact for internal project updates, providing the CEO with clear, concise progress reports.
• Proactively identify roadblocks and elevate issues to the CEO or relevant stakeholders to keep projects on track.
• Work cross-functionally with marketing, sales, operations, technology and external partners to ensure alignment and smooth execution.
• Maintain project documentation, timelines, and status reports.
• Identify opportunities for improving processes and efficiency across business development and client services functions.

Qualifications

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 5+ years of experience in product management, business development, client services, or a similar role.
• Strong organizational and time management skills, with the ability to manage multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Strong problem-solving skills with a proactive mindset.
• Ability to work independently and take ownership of projects while keeping leadership informed.
• Familiarity with project management tools (e.g., Asana, Trello, Monday.com) is a plus.
• Experience in the Financial Industry.

To be considered for this position, please apply via LinkedIn or submit a resume directly to [e-mail] with “BOM” in the subject line. Phillip Capital Inc. will not consider candidates sent by recruiters for this position.