Category Manager Enterprise Data & Research Services
About The Position
The Category Manager – Enterprise Data & Research Services will help lead the firm’s enterprise-wide strategy for externally sourced data, including market data (e.g., Bloomberg, Refinitiv, S&P, Moody’s, MSCI, FactSet, ICE), financial benchmarks, research platforms, ESG and alternative datasets, and related information services. This is a high-impact role responsible for helping to define and execute a multi-year enterprise data strategy, strengthening commercial leverage across fragmented spend, structuring complex supplier negotiations, and driving measurable cost optimization while safeguarding licensing and regulatory compliance. The successful candidate will serve as the commercial owner of the Enterprise Data category and a trusted advisor to senior stakeholders across Investments, Technology, Legal, Finance, and Risk. The role combines strategic sourcing, executive stakeholder engagement, licensing governance oversight, and enterprise-level supplier management. Operational tracking and analytics support are provided by Category Support and Procurement Strategy & Analytics, enabling this role to focus on strategic value creation and commercial leadership.
Requirements
- Bachelor’s degree in Business, Finance, Supply Chain, or related field; advanced degree preferred.
- 6–12 years of experience in enterprise data management, market data strategy, or strategic sourcing within financial services.
- Deep expertise in financial data products, licensing models (including display and non-display usage), exchange governance, and vendor pricing structures.
- Proven track record leading complex, high-value negotiations with global data providers.
- Experience advising senior stakeholders and influencing enterprise-wide commercial decisions.
- Strong commercial acumen and financial modeling capability.
- Demonstrated ability to operate strategically while driving disciplined execution.
- Executive-level communication and presentation skills.
- Advanced proficiency in Excel; familiarity with ERP, spend management, and analytics platforms (e.g., QuickBase, Tableau, Power BI).
Responsibilities
- Define and execute a comprehensive, multi-year enterprise data strategy aligned with firm priorities and growth objectives.
- Centralize and rationalize fragmented data spend to improve visibility, leverage, and enterprise coordination.
- Develop and manage a forward-looking renewal and negotiation roadmap to proactively optimize commercial outcomes.
- Identify opportunities for vendor consolidation, pricing model restructuring, entitlement optimization, and long-term value creation.
- Serve as the firm’s subject matter leader on enterprise data market dynamics, supplier ecosystems, and emerging data trends.
- Lead complex negotiations with major global data providers and exchanges.
- Structure multi-year agreements that align pricing, entitlements, and contractual protections with enterprise demand forecasts.
- Establish executive-level supplier governance frameworks and performance management disciplines.
- Drive accountability around licensing risk, audit exposure, and contractual compliance.
- Partner closely with Legal to strengthen commercial protections and risk mitigation strategies.
- Collaborate with senior business stakeholders to balance cost discipline with strategic data requirements.
- Oversee enterprise-wide licensing governance standards and entitlement optimization initiatives.
- Lead audit strategy and vendor review coordination in partnership with Risk and Technology.
- Ensure proactive management of auto-renewal exposure and contractual risk.
- Drive cross-functional alignment to eliminate redundant subscriptions and improve data consumption discipline.
- Promote transparency and executive visibility into enterprise data spend and risk posture.
- Deliver executive-level reporting on category performance, cost optimization, supplier risk exposure, and renewal sequencing.
- Partner with Procurement Strategy & Analytics to validate savings and enhance KPI visibility.
- Lead cross-functional initiatives to improve structural efficiency in data procurement and usage governance.
Benefits
- Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
