Vendor Operations & Contract Management

Dynasty Financial Partners•St Petersburg, FL

2d•Onsite

About The Position

We are seeking a motivated, self-starting individual to join our firm as Vendor Management. This role is responsible for managing and optimizing operational processes in Dynasty’s Middle Office, with two core areas of ownership: project managing vendor contracts through onboarding and due diligence, developing and executing ongoing reporting, and building out the function further; and controlling Tallie credit card transaction processing by setting policy, delivering training, and ensuring compliance through both systemic and manual monthly review. The ideal candidate will oversee vendor relationships, ensure accurate documentation, and collaborate with business owners and stakeholders to support new and existing services. Extensive engagement with third-party partners and cross-functional teams is required. This is an in-office position located in downtown St. Petersburg, Florida reporting to the Chief Administrative Officer.

Requirements

Preferred at least 5 years’ experience negotiating and managing contract life cycles, with emphasis on technology or service agreements; skilled in contract review, negotiation, risk assessment, and resource partner management
Strong interpersonal and communication skills; able to build relationships and collaborate effectively across departments (technology, compliance, finance, legal, operations) and with external partners
Solid project and process management abilities; comfortable handling multiple vendors, contracts, and tasks simultaneously, and managing projects under pressure to meet tight deadlines
Advanced proficiency in MS Office Suite, Tallie or other T&E management platform, and third-party risk platforms; strong quantitative and analytical skills to interpret and communicate data insights
Knowledge of procurement, vendor management, contract negotiation best practices, T&E expense management, and risk mitigation; able to align complex business needs with contractual requirements
Customer-focused approach to delivering contract management services to internal stakeholders
Excellent verbal and written communication; able to present complex ideas simply and create training materials for staff learning
Exceptional critical thinking and problem-solving abilities; entrepreneurial mindset with adaptability and innovation in a fast-paced environment
Bachelor’s degree preferred in an analytical field (business, economics, computer science, mathematics, statistics, or finance)

Responsibilities

Project manage vendor contracts through onboarding and due diligence, facilitating contract review, negotiation, and risk assessment for resource partners and service providers
Control Tallie credit card transaction processing by setting policy, delivering training, and ensuring compliance through both systemic and manual review, in coordination with Financial Controller
Develop and maintain process documentation and policy updates for resource partner management and T&E
Create and deliver training materials (infographics, PowerPoints) to support company-wide learning and development
Collaborate with Finance, Legal, Technology, and Operations to ensure alignment during onboarding of resource partners and service providers
Maintain a comprehensive database of third-party contract information
Provide key performance indicator reports on operational activities and improvements to senior leadership, key stakeholders, and the Board of Directors as needed
Serve as subject matter expert for Dynasty’s cloud based VRM system and T&E applications
Develop and execute ongoing, recurring and scalable reporting to senior leadership and the Board on operational activities and improvements, and build out the vendor contract management function further
Drive process improvement and cross-functional initiatives to enhance operational efficiency and compliance