Strategic Projects Lead—Growth & Client Success

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

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.