Financial Project Manager Jobs in Illinois
Financial Project Manager jobs in Illinois are in active demand, concentrated in corporate finance, banking, insurance, and healthcare administration, with openings at every level from associate project coordinator through senior program manager. Chicago anchors the market as one of the most competitive hiring hubs in the Midwest, with additional activity in Naperville and Schaumburg, where large back-office and financial operations centers are based. Major employers with a sustained Illinois presence include Allstate, Discover Financial Services, and Northern Trust, which consistently hire for financial project management across budgeting, capital planning, and regulatory initiatives. Find a role that fits below and apply directly.
Find JobsOverview
Showing 4 of 9+ Financial Project Manager jobs
Role Overview
The Project Manager, Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.
This role owns the coordination and execution of key data onboarding activities, including establishing custodial data feeds, converting portfolio accounting data from a client’s prior system, validating converted data, performing quality assurance, and supporting CRM data conversions. The Project Manager will work closely with clients, internal technical resources, and the Technical Consultant responsible for product training to ensure each onboarding is completed accurately, efficiently, and with a strong client experience.
The ideal candidate is process-oriented, highly organized, and comfortable managing complex projects involving multiple data sources and stakeholders. They are a strong communicator who can guide clients through technical and operational requirements, coordinate internal resources, and take ownership of issues through resolution.
Experience with portfolio accounting systems, data reconciliation, and financial data conversions is strongly preferred. Success in this role also requires creativity, curiosity, and strong problem-solving skills, as new data sources and conversion requirements regularly require the team to develop and validate new approaches.
This individual must work well within a collaborative Project Management team, actively sharing knowledge, helping teammates, and contributing to improvements that make the onboarding process more consistent, scalable, and efficient. The role will also be expected to leverage AI and automation tools to improve productivity, reduce manual work, and strengthen the quality of the onboarding experience.
Key Responsibilities
Data Onboarding Project Management
- Lead the data onboarding workstream for assigned new client implementations.
- Develop and manage project plans, milestones, dependencies, risks, and client deliverables.
- Coordinate the setup and validation of custodial data feeds.
- Manage portfolio accounting data conversions from legacy systems into Advyzon.
- Coordinate CRM data conversions, including data mapping, validation, and issue resolution.
- Ensure data onboarding activities are completed on time, accurately, and in alignment with the broader implementation plan.
- Maintain clear project documentation, status updates, decisions, and action items.
Data Conversion, Validation & Quality Assurance
- Partner with clients to gather source data, system information, mapping requirements, and conversion specifications.
- Validate converted portfolio accounting and CRM data for completeness and accuracy.
- Perform reconciliation and quality assurance across accounts, securities, transactions, positions, performance history, and other relevant data.
- Identify discrepancies, conversion gaps, and data integrity issues.
- Coordinate remediation with internal technical teams and external data providers when necessary.
- Confirm that converted data is ready for client use before onboarding milestones and go-live.
- Maintain clear validation standards, checklists, and signoff procedures.
Client Communication & Relationship Management
- Serve as the primary project contact for data onboarding activities.
- Clearly communicate data requirements, timelines, risks, responsibilities, and next steps to clients.
- Translate technical issues into understandable language for non-technical stakeholders.
- Set realistic expectations and proactively communicate when project risks or delays emerge.
- Lead data-related meetings and provide structured updates throughout the onboarding process.
- Build client confidence through responsiveness, organization, and strong follow-through.
Cross-Functional Coordination
- Partner closely with the Technical Consultant responsible for product configuration and training.
- Coordinate with internal data, engineering, product, operations, and support resources to resolve conversion and integration issues.
- Ensure data onboarding activities remain aligned with product training, configuration, and overall implementation milestones.
- Escalate risks and technical blockers to the Director, New Client Onboarding when appropriate.
- Support a smooth transition from implementation to ongoing Client Success and Support teams.
Process Improvement & Scalability
- Follow and continuously improve standardized onboarding, conversion, reconciliation, and QA processes.
- Identify recurring issues, manual steps, and workflow inefficiencies.
- Develop templates, checklists, playbooks, and documentation that improve consistency across projects.
- Partner with other Project Managers to share best practices, solve problems, and improve team performance.
- Help evaluate and improve processes for new custodians, portfolio accounting systems, CRM platforms, and other data sources.
- Contribute lessons learned from completed projects to improve future onboarding engagements.
AI & Automation Enablement
- Use AI and automation tools to improve project planning, data analysis, documentation, communication, and issue tracking.
- Identify opportunities to reduce repetitive manual work within conversion and validation workflows.
- Help test and implement AI-assisted processes that improve onboarding speed, accuracy, and scalability.
- Ensure AI-generated outputs are reviewed for accuracy and used appropriately within established quality standards.
Team Collaboration
- Work closely with other Project Managers to manage workload, share expertise, and support team priorities.
- Assist teammates with complex conversions, data validation challenges, and client issues.
- Participate actively in team meetings, project reviews, and process improvement discussions.
- Foster a culture of accountability, collaboration, knowledge sharing, and continuous improvement.
Profile & Qualifications
- Bachelor’s degree in Business, Finance, Accounting, Information Systems, Computer Science, or a related field preferred.
- 3+ years of experience in project management, client onboarding, implementation, data operations, or financial technology.
- Experience with portfolio accounting systems strongly preferred.
- Experience with portfolio accounting data conversions, reconciliation, or data validation preferred.
- Experience working with custodial data feeds and financial data integrations preferred.
- Experience with CRM data conversions, data mapping, or data migration preferred.
- Strong project management, organization, and prioritization skills.
- Process-oriented mindset with a strong commitment to accuracy and documentation.
- Strong analytical, creative, and problem-solving abilities.
- Ability to investigate unfamiliar data structures and develop solutions for new conversion scenarios.
- Excellent written and verbal communication skills.
- Ability to explain technical and data-related concepts to clients in clear, practical terms.
- Comfortable coordinating across technical and non-technical teams.
- Strong attention to detail and ability to manage multiple onboarding projects simultaneously.
- Collaborative team member who is willing to support peers and contribute to shared success.
- Experience using AI, automation, or data analysis tools to improve workflows is a plus.
- Experience in wealth management, RIA operations, fintech, or SaaS implementations is strongly preferred.
Compensation
$75k-$85k, 20%-30% bonus
GyXaWgiUNJ
Role Overview
The Project Manager, Data Onboarding is responsible for leading the data conversion and validation work required to successfully onboard new clients to the Advyzon platform.
This role owns the coordination and execution of key data onboarding activities, including establishing custodial data feeds, converting portfolio accounting data from a client’s prior system, validating converted data, performing quality assurance, and supporting CRM data conversions. The Project Manager will work closely with clients, internal technical resources, and the Technical Consultant responsible for product training to ensure each onboarding is completed accurately, efficiently, and with a strong client experience.
The ideal candidate is process-oriented, highly organized, and comfortable managing complex projects involving multiple data sources and stakeholders. They are a strong communicator who can guide clients through technical and operational requirements, coordinate internal resources, and take ownership of issues through resolution.
Experience with portfolio accounting systems, data reconciliation, and financial data conversions is strongly preferred. Success in this role also requires creativity, curiosity, and strong problem-solving skills, as new data sources and conversion requirements regularly require the team to develop and validate new approaches.
This individual must work well within a collaborative Project Management team, actively sharing knowledge, helping teammates, and contributing to improvements that make the onboarding process more consistent, scalable, and efficient. The role will also be expected to leverage AI and automation tools to improve productivity, reduce manual work, and strengthen the quality of the onboarding experience.
Key Responsibilities
Data Onboarding Project Management
- Lead the data onboarding workstream for assigned new client implementations.
- Develop and manage project plans, milestones, dependencies, risks, and client deliverables.
- Coordinate the setup and validation of custodial data feeds.
- Manage portfolio accounting data conversions from legacy systems into Advyzon.
- Coordinate CRM data conversions, including data mapping, validation, and issue resolution.
- Ensure data onboarding activities are completed on time, accurately, and in alignment with the broader implementation plan.
- Maintain clear project documentation, status updates, decisions, and action items.
Data Conversion, Validation & Quality Assurance
- Partner with clients to gather source data, system information, mapping requirements, and conversion specifications.
- Validate converted portfolio accounting and CRM data for completeness and accuracy.
- Perform reconciliation and quality assurance across accounts, securities, transactions, positions, performance history, and other relevant data.
- Identify discrepancies, conversion gaps, and data integrity issues.
- Coordinate remediation with internal technical teams and external data providers when necessary.
- Confirm that converted data is ready for client use before onboarding milestones and go-live.
- Maintain clear validation standards, checklists, and signoff procedures.
Client Communication & Relationship Management
- Serve as the primary project contact for data onboarding activities.
- Clearly communicate data requirements, timelines, risks, responsibilities, and next steps to clients.
- Translate technical issues into understandable language for non-technical stakeholders.
- Set realistic expectations and proactively communicate when project risks or delays emerge.
- Lead data-related meetings and provide structured updates throughout the onboarding process.
- Build client confidence through responsiveness, organization, and strong follow-through.
Cross-Functional Coordination
- Partner closely with the Technical Consultant responsible for product configuration and training.
- Coordinate with internal data, engineering, product, operations, and support resources to resolve conversion and integration issues.
- Ensure data onboarding activities remain aligned with product training, configuration, and overall implementation milestones.
- Escalate risks and technical blockers to the Director, New Client Onboarding when appropriate.
- Support a smooth transition from implementation to ongoing Client Success and Support teams.
Process Improvement & Scalability
- Follow and continuously improve standardized onboarding, conversion, reconciliation, and QA processes.
- Identify recurring issues, manual steps, and workflow inefficiencies.
- Develop templates, checklists, playbooks, and documentation that improve consistency across projects.
- Partner with other Project Managers to share best practices, solve problems, and improve team performance.
- Help evaluate and improve processes for new custodians, portfolio accounting systems, CRM platforms, and other data sources.
- Contribute lessons learned from completed projects to improve future onboarding engagements.
AI & Automation Enablement
- Use AI and automation tools to improve project planning, data analysis, documentation, communication, and issue tracking.
- Identify opportunities to reduce repetitive manual work within conversion and validation workflows.
- Help test and implement AI-assisted processes that improve onboarding speed, accuracy, and scalability.
- Ensure AI-generated outputs are reviewed for accuracy and used appropriately within established quality standards.
Team Collaboration
- Work closely with other Project Managers to manage workload, share expertise, and support team priorities.
- Assist teammates with complex conversions, data validation challenges, and client issues.
- Participate actively in team meetings, project reviews, and process improvement discussions.
- Foster a culture of accountability, collaboration, knowledge sharing, and continuous improvement.
Profile & Qualifications
- Bachelor’s degree in Business, Finance, Accounting, Information Systems, Computer Science, or a related field preferred.
- 3+ years of experience in project management, client onboarding, implementation, data operations, or financial technology.
- Experience with portfolio accounting systems strongly preferred.
- Experience with portfolio accounting data conversions, reconciliation, or data validation preferred.
- Experience working with custodial data feeds and financial data integrations preferred.
- Experience with CRM data conversions, data mapping, or data migration preferred.
- Strong project management, organization, and prioritization skills.
- Process-oriented mindset with a strong commitment to accuracy and documentation.
- Strong analytical, creative, and problem-solving abilities.
- Ability to investigate unfamiliar data structures and develop solutions for new conversion scenarios.
- Excellent written and verbal communication skills.
- Ability to explain technical and data-related concepts to clients in clear, practical terms.
- Comfortable coordinating across technical and non-technical teams.
- Strong attention to detail and ability to manage multiple onboarding projects simultaneously.
- Collaborative team member who is willing to support peers and contribute to shared success.
- Experience using AI, automation, or data analysis tools to improve workflows is a plus.
- Experience in wealth management, RIA operations, fintech, or SaaS implementations is strongly preferred.
Compensation
$75k-$85k, 20%-30% bonus
GyXaWgiUNJ
See All 9 Financial Project Manager Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsFinancial Project Manager Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Financial Project Manager Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
What Illinois Employers Look For
The qualifications that appear most often in financial project manager jobs across Illinois.
- PMP certification or active enrollment in a recognized project management credential program
- Bachelor's degree in finance, accounting, business administration, or a related field
- Three or more years of experience managing financial projects, budgets, or capital programs
- Proficiency with project management tools such as Microsoft Project, Smartsheet, or Jira
- Strong working knowledge of financial reporting, forecasting, and variance analysis
- Experience coordinating cross-functional teams across finance, IT, and operations departments
Financial Project Manager Jobs in Illinois: Frequently Asked Questions
How do you become a financial project manager in Illinois?
The most direct path is a bachelor's degree in finance, accounting, or business administration followed by a project management credential. Illinois does not require a state-issued license to work as a financial project manager, but employers strongly prefer the Project Management Professional credential issued by the Project Management Institute. Many Illinois employers also value the Certified Associate in Project Management designation as an entry-level credential for candidates building toward the full PMP.
How much do financial project managers make in Illinois?
Financial project managers in Illinois earn a median of about $103,470 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $65,300 for the lowest 10% to over $163,910 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial project managers in Illinois?
Employers hiring financial project managers in Illinois right now include Fehr Graham, Old National Bank, and Advyzon, based on current listings on Migrate Mate as of November 2026. Illinois's concentration of insurance carriers, regional banks, and large corporate headquarters in the Chicago metro means consistent openings across budgeting, compliance, and technology modernization programs.
Which Illinois cities have the most financial project manager jobs?
The cities with the most financial project manager openings in Illinois are Lisle, Chicago, and Freeport. Chicago leads because it is home to major financial institutions, insurance headquarters, and corporate treasury functions, while suburban hubs like Naperville and Schaumburg attract openings tied to large back-office operations and technology campuses that anchor the I-88 corridor.
How can I get hired as a financial project manager in Illinois with little or no experience?
The most realistic entry path is moving laterally from a financial analyst, budget analyst, or accounting coordinator role into a junior project management position. Large Illinois employers such as Allstate and Northern Trust run rotational and associate development programs that expose early-career candidates to cross-functional project work. Earning the Certified Associate in Project Management credential before applying signals readiness, and targeting coordinator or program support titles at Illinois insurance companies, regional banks, or healthcare systems is the most practical on-ramp.
Where can I find and apply to financial project manager jobs in Illinois?
You can find and apply to financial project manager jobs in Illinois on Migrate Mate, which lists current openings across the state. Search the listings for roles that match your experience level and preferred location, then apply directly to the ones that fit.
See All 9 Financial Project Manager Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Jobs