Wholesale Client Engagement Specialist: Data-Driven

Jobtailor; North Carolina; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in the United States (North Carolina) seeks a Senior Wholesale Client Engagement Program Manager to coordinate strategic initiatives, develop executive-ready reporting, and manage SharePoint collaboration. You will partner across Wholesale Banking, Technology, Finance, Risk, and Operations to advance priorities.

The role emphasizes data storytelling, dashboard development, and cross-functional stakeholder alignment to inform senior leaders and guide decision-making.

Qualifications

• English language fluency required
• College degree or equivalent education and related training or experience
• 3-5 years of experience within consulting, business management, or a financial services organization
• Ability to present data and business considerations in a structured manner
• Advanced proficiency with Microsoft Office tools, especially Excel, PowerPoint, and Word
• Demonstrated understanding of business and technology organization, resources, priorities, needs, and policies
• Financial services or banking experience preferred
• Project management or business analyst experience preferred
• Experience developing dashboards, scorecards, or executive reporting using data visualization or business intelligence tools preferred
• Experience designing or maintaining SharePoint sites, team portals, or knowledge management resources preferred
• Experience using Microsoft Forms, Excel, and SharePoint to support intake processes, surveys, feedback loops, event tracking, or workflow automation preferred
• Ability to summarize complex analysis into clear recommendations for senior leaders preferred
• Ability to influence outcomes and build strong cross-functional relationships preferred
• Knowledge of Wholesale Banking, Commercial Banking, Corporate and Investment Banking, Consumer Banking, Small Business Banking, or related financial services businesses preferred
• MBA preferred

Responsibilities

• Support execution of priority Wholesale Client Engagement initiatives through project planning, coordination, logistics, and stakeholder alignment
• Prepare executive-ready materials, insights, and updates for senior leadership, including ad hoc requests from Wholesale leaders
• Track progress against strategic priorities through dashboards, scorecards, and follow-up with initiative owners
• Build and maintain SharePoint sites for strategic execution, content management, document organization, navigation, and access coordination
• Create and manage Microsoft Forms for intake, surveys, event registration, feedback, business updates, and reporting
• Partner with Wholesale, Technology, Finance, Risk, Operations, Communications, and other stakeholders to advance deliverables and priorities
• Leverage data analysis and business storytelling to provide actionable recommendations and enable informed decision-making by senior leaders

Skills

Project Planning

Data Analysis

Dashboard Development

Business Storytelling

Executive Reporting

Education

Bachelor's degree

MBA

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Forms

SharePoint

Job description

Jobtailor in the United States (North Carolina) seeks a Senior Wholesale Client Engagement Program Manager to coordinate strategic initiatives, develop executive-ready reporting, and manage SharePoint collaboration. You will partner across Wholesale Banking, Technology, Finance, Risk, and Operations to advance priorities.

The role emphasizes data storytelling, dashboard development, and cross-functional stakeholder alignment to inform senior leaders and guide decision-making.