Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships.
Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives.
Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success.
Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction.
Requirements
Bachelor’s degree in Business, Finance, Marketing, or a related field (Master’s preferred)
6–8 years of experience in program management or a related function within financial services or professional services
Experience managing vendor relationships, contracts, and performance metrics.
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
program managementvendor managementcontract negotiationperformance metricsreporting mechanismsservice-level agreementsprogram ROI