Business Manager - Vice President
Core
Manage the non-technology budget, financials, and reporting for the Wealth Management Platforms organization while overseeing vendor relationships and contingent workforce lifecycle.
Role type
Senior Business Manager (Operations & Finance)
Builds
Financial forecasts, P&L reports, vendor contracts, and contingent workforce management processes.
Domain
Financial Services / Wealth Management / Operations
Deliverable
dashboards & analysis
Required skills
Financial services business analysis, Program management, Accounting concepts (P&L, forecasting), Vendor relationship management, Contingent workforce management, Budget reconciliation, Stakeholder collaboration, Microsoft Office Suite proficiency
Preferred skills
None stated
Technologies
Fieldglass, Microsoft Office Suite (Excel, Outlook, Teams, PowerPoint)
Responsibilities
Manage contingent workforce lifecycle (onboarding/offboarding/timesheets) in Fieldglass; Own vendor relationships and support contracting workflows; Maintain financial forecasts and provide P&L/ledger variance oversight; Prepare materials for leadership expense reviews and new business proposals; Process and approve invoices/requests with policy guidance.
Seniority
Senior, hands-on IC
