Director, Data Strategy & Business Applications

Twain Financial Partners•Saint Louis, MO

About The Position

Twain Financial Partners is an investment firm located in St. Louis, MO, with over $6 billion in assets under management within the public-private partnership sector. The company specializes in tax credit, structured debt, and real estate transactions. Twain collaborates with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic returns and social benefits. We are a diversified financial services firm driving impact across Renewable Energy Financing, Commercial Real Estate, and Government Program Lending. We are seeking a visionary leader to not just manage our technology, but to transform how our company leverages data to compete. This is not a traditional IT maintenance role. We need a strategist and a builder who can lead the migration of our core ERP and CRM systems while simultaneously building a modern data governance framework. You will lay the foundation for our future use of data science and AI, moving our culture from reporting to data-driven insights.

Requirements

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

Nice To Haves

MBA or Master’s in Data Science / Information Systems highly preferred.

Responsibilities

Strategic Leadership & Governance 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.
Applications & Operations (ERP/CRM) 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.
Analytics & Business Intelligence 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.
Change Management & Culture 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.