Business Strategy & Initiative Manager – Client Data Strategy

Jobtailor; Illinois; On-site; USD 90,000 - 135,000; Full time

Job summary

Jobtailor in Illinois is seeking a results-oriented strategist to support the development and execution of high-priority initiatives. You will define, monitor, and refine strategic programs, acting as the SME for client data and driving data quality across the organization.

The role requires strong project management, excellent communication, and the ability to partner with business and technology teams to optimize processes and deliver measurable impact.

Qualifications

• Bachelor’s degree highly preferred; advanced degree strongly desired.
• Extensive experience in financial services.
• Strong track record delivering data-driven insights, process optimization, and strategic initiatives.
• Deep expertise in Private Bank client lifecycle or enterprise data processes.
• Highly detail-oriented with the ability to manage multiple priorities.
• Strong organizational and problem-solving skills.
• Proven project management experience.
• Excellent communication and presentation skills.
• Advanced proficiency in Microsoft Excel, Access, VBA, Visio, PowerPoint, SharePoint, and SQL.

Responsibilities

• Supporting the development and execution of strategic initiatives and processes aligned to priorities.
• Defining, developing, executing, monitoring, and refining strategic initiatives.
• Act as the subject matter expert for client data, driving data quality and consistency.
• Leading and supporting client data initiatives by ensuring accuracy and completeness.
• Partnering with business and technology teams to evaluate processes and resolve issues.

Skills

Strategic thinking

Data analysis

Data governance

Stakeholder management

Project management

Communication

Problem solving

Attention to detail

Education

Bachelor’s degree

Advanced degree

Tools

Excel

Access

VBA

Visio

PowerPoint

SharePoint

SQL

Job description

Responsibilities

• Supporting the development and execution of strategic initiatives and processes aligned to priorities.
• Defining, developing, executing, monitoring, and refining strategic initiatives.
• Act as the subject matter expert for client data, driving data quality and consistency.
• Leading and supporting client data initiatives by ensuring accuracy and completeness.
• Partnering with business and technology teams to evaluate processes and resolve issues.

Qualifications

• Bachelor’s degree highly preferred; advanced degree strongly desired.
• Extensive experience in financial services.
• Strong track record delivering data-driven insights, process optimization, and strategic initiatives.
• Deep expertise in Private Bank client lifecycle or enterprise data processes.
• Highly detail-oriented with the ability to manage multiple priorities.
• Strong organizational and problem-solving skills.
• Proven project management experience.
• Excellent communication and presentation skills.
• Advanced technical proficiency in Microsoft Excel, Access, VBA, Visio, PowerPoint, SharePoint, and SQL.