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Twain Financial Partners · 5 hours ago

Director, Data Strategy & Business Applications

St Louis, MO

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Twain Financial Partners is an investment firm located in St. Louis, MO, specializing in tax credit, structured debt, and real estate transactions. They are seeking a visionary leader to transform their data strategy and business applications, focusing on migrating core systems and building a modern data governance framework.

BankingFinanceFinancial ServicesReal EstateVenture Capital

Comp. & Benefits

Responsibilities

Lead the successful migration and optimization of core business platforms (ERP/CRM) to ensure data integrity and operational efficiency

Draft and own the enterprise Data & Technology Strategy, aligning technical investments with business goals across Renewable Energy, CRE, and Program expertise lines

Establish a Data Governance Council to define data ownership, quality standards, and security protocols across the firm

Act as the bridge between technical teams and executive leadership, translating complex data concepts into clear business value propositions

Oversee the end-to-end lifecycle of business applications, with an immediate focus on stabilizing and optimizing the ERP and CRM ecosystems

Lead the migration away from legacy systems/processes, ensuring minimal disruption to deal flow and fund administration

Instill rigorous project management disciplines to ensure technology initiatives are delivered on time, on budget, and with high user adoption

Rebuild the analytics function to focus on actionable insights (e.g., portfolio risk analysis, tax credit yield optimization, deal pipeline velocity) rather than static operational reports

Define and track KPIs that hold the technology function accountable to business outcomes (e.g., reduced deal processing time, improved data accuracy)

Prepare the organization for future AI/ML capabilities by ensuring data is structured, clean, and accessible

Drive cultural change to foster a "data-first" mindset among deal teams and asset managers

Build strong relationships with cross-functional to ensure technology solves their specific pain points

Mentor and upskill the existing team, fostering a culture of curiosity, accountability, and high performance

Qualification

ERP/CRM implementationData strategy developmentAI & automation toolsData governance frameworkFinancial services experienceCloud data warehousesBusiness intelligence toolsStrategic visionExecutive presenceTechnical fluency

Required

10+ years in Financial Services, Fintech, or Asset Management, with at least 4 years in a leadership role bridging Technology and Business Operations

Proven experience leading complex ERP/CRM implementations and data strategy overhauls in mid-sized or large organizations

Demonstrated experience utilizing intelligent automation tools (e.g., Power Automate, Make, Zapier, n8n) and AI productivity solutions to accelerate organizational velocity. You must be AI-literate and capable of identifying opportunities to automate manual workflows

Demonstrated ability to write and execute a multi-year strategic roadmap; you can see the 'big picture' of how AI and Data Science will reshape financial services

Exceptional communication skills; able to command a room, influence stakeholders without direct authority, and manage up to the C-Suite

Deep understanding of modern data stacks (Cloud Data Warehouses, BI Tools like Power BI/Tableau), CRM (Salesforce/Microsoft Dynamics), and ERP systems

Must be located in or willing to relocate to St. Louis, Missouri

Bachelor's degree required