Business Manager - Vice President
Core
Manage the non-technology budget, financial reporting, and vendor relationships for the Wealth Management Platforms organization.
Role type
Senior Business Manager (Financial Operations)
Builds
Financial oversight and vendor management for digital platforms serving 16,000+ Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial services business analysis, Program management, P&L and forecasting, Vendor relationship management, Contract bidding workflows, Microsoft Office Suite proficiency
Preferred skills
None stated
Technologies
Fieldglass, Microsoft Excel, Outlook, Teams, PowerPoint
Responsibilities
Manage contingent workforce lifecycle (onboarding/offboarding/timesheet/billing), Own vendor relationships and issue resolution, Support sourcing and contracting workflows, Maintain forecasts and provide financial oversight (P&L/ledger variance), Prepare materials for leadership expense reviews, Process and approve invoices/requests
Seniority
Senior, hands-on IC
