About Twain Financial Partners

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.

Mission & Key Objectives

Transform the Foundation: Lead the successful migration and optimization of core business platforms (ERP/CRM) to ensure data integrity and operational efficiency.
Build the Data Strategy: Draft and execute a multi-year roadmap that matures the organization from manual data handling to automated, governed, and AI-ready data management.
Drive Business Value: Shift the analytics function from backward-looking reporting to forward-looking business intelligence that directly impacts revenue, portfolio risk, and operational costs.

Core 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.

Candidate Requirements

Experience: 10+ years in Financial Services, Fintech, or Asset Management, with at least 4 years in a leadership role bridging Technology and Business Operations.
Transformation Track Record: Proven experience leading complex ERP/CRM implementations and data strategy overhauls in mid-sized or large organizations.
AI & Automation Fluency: 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.
Strategic Vision: 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.
Executive Presence: Exceptional communication skills; able to command a room, influence stakeholders without direct authority, and manage up to the C-Suite.
Technical Fluency: 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
Education: Bachelor’s degree required; MBA or Master’s in Data Science / Information Systems highly preferred.

Twain Financial Partners

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