Director Category Management Business and Finance Services
Company: Rose International
Location: Hartford
Posted on: June 24, 2025
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Job Description:
Date Posted: 06/23/2025 Hiring Organization: Rose International
Position Number: 484485 Industry: Insurance Job Title: Director
Category Management Business and Finance Services Job Location:
Hartford, CT, USA, 06155 Work Model: Hybrid Work Model Details:
Onsite T/W/Th each week Shift: M-F, 8-5 Employment Type: Temp to
Hire FT/PT: Full-Time Estimated Duration (In months): 7 Min Hourly
Rate ($): 75.00 Max Hourly Rate ($): 92.00 Must Have
Skills/Attributes: Category Management, Finance, Investments
Experience Desired: Experience in sourcing and category management
in financial services (7 yrs); Investment and asset management,
negotiation and presentation skills (7 yrs) Required Minimum
Education: Bachelor’s Degree Preferred Education: Master’s Degree
Job Description Education Requirements: • Bachelor's degree in
business, Finance, Law, or related field Preferred Education: • MBA
or advanced degree preferred. Required Skills for the Director
Category Management, Business and Finance Services: • 7-10 years of
experience in Sourcing and category management within large
institutions, particularly in Financial Services, Asset, and
Investment management. • 5 years of leadership experience in
developing and influencing cross-functional relationships. •
Expertise in Financial Services sourcing strategy development and
execution. • Familiarity with IT hosted services, business
platforms, investment data, and valuation services. • Strong
process leadership and expertise in contract agreements and risk
management. • Experience in working with Senior Executives and
driving data-driven strategies. • Expert communication skills, both
written and oral. • Flexibility and organizational change
management experience. • Ability to work in cross-functional teams
to achieve outcomes. • Proactive risk management skills. •
Expertise in consensus-building and solving complex business
challenges. • Negotiation experience with Financial Services/Wealth
Management vendors. Director Category Management, Business and
Finance Services Overview: • Seeking an innovative leader for the
Financial Services category. As Director, Financial Services
Category Manager, you will oversee sourcing for all vendors and
projects within this category and advance the Company’s strategy. •
You will enhance the Sourcing function to maximize vendor value,
optimize costs in alignment with the Company’s strategy, and
mitigate third-party risks. Influencing business stakeholders and
strengthening the sourcing strategy with its Financial Services
vendors is essential to the role. • We seek an experienced Sourcing
leader with a proven track record in leading and transforming the
Financial Services Sourcing function, capable of collaborating
effectively across departments. Candidates should thrive in
fast-paced environments, be client-focused, team-oriented, and
foster creativity and continuous improvement. Responsibilities : •
Develop and implement comprehensive category and sourcing
strategies for the Financial Services category, including Asset and
Investment Management Services, by collaborating with partners and
understanding business and technical requirements. • Negotiate and
leverage contracts with key Financial Services vendors to drive
value across business, product, and technology roadmaps. Contracts
include MSAs, SaaS and Platform Agreements, Market data and
portfolio valuation services, EULAs, and SOWs. • Collaborate with
business stakeholders, Third Party Risk, FP&A, and Legal to
conduct contract analysis, optimize contract value, establish
success metrics, and reduce third-party risk. • Conduct market
analysis to understand trends, key suppliers, and potential risks
within contracts and the category. Benchmark current contracts and
identify gaps and opportunities for optimization. • Act as a
trusted advisor to business leaders, aligning third-party
contracts, vendor consolidation, and contract renegotiations with
the Company’s evolving strategy. • Use data to manage category
performance and identify cost-saving opportunities without
compromising quality or performance. • Lead the RFx process through
completion, including requirements gathering, respondent
identification, scorecards, weighting, successful negotiation, and
contracting. • Establish deep partnerships with strategic partners,
aligning Vendors to the Company’s strategic vision. • Influence and
maintain strong internal relationships from the Executive level to
day-to-day operations. • Align the Company with growth projections
necessary for future success. Only those lawfully authorized to
work in the designated country associated with the position will be
considered. Please note that all Position start dates and duration
are estimates and may be reduced or lengthened based upon a
client’s business needs and requirements. Benefits: For information
and details on employment benefits offered with this position,
please visit here. Should you have any questions/concerns, please
contact our HR Department via our secure website. California Pay
Equity: For information and details on pay equity laws in
California, please visit the State of California Department of
Industrial Relations' website here.
Keywords: Rose International, Westport , Director Category Management Business and Finance Services, Accounting, Auditing , Hartford, Connecticut
