Vendor Operations & Contract Management

Dynasty Financial Partners, LLC; Saint Petersburg (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Dynasty Financial Partners, LLC is seeking a Vendor Management professional to oversee onboarding of resource partners and due diligence, ensuring contract documentation accuracy and compliance. You will manage Tallie processing policies, training, and monthly reviews in collaboration with the Financial Controller.

You will develop scalable reporting for leadership, maintain vendor records, and drive cross‑functional initiatives to improve efficiency while partnering with Finance, Legal, Tech

Qualifications

• 5+ years negotiating and managing contract life cycles, esp. tech/service agreements
• Strong interpersonal and cross-department collaboration skills
• Solid project and process management across multiple vendors and tasks
• Proficiency in MS Office and risk platforms; able to analyze data insights
• Knowledge of procurement, vendor management, and contract negotiation best practices

Responsibilities

• Project manage vendor contracts through onboarding and due diligence; review, negotiate and assess risk
• Control Tallie transaction processing by setting policy and delivering training
• Develop and maintain process docs and policy updates for vendor management and T&E
• Create training materials (infographics, PowerPoints) for staff learning
• Collaborate with Finance, Legal, Technology and Operations during onboarding
• Maintain a comprehensive database of third-party contract information
• Provide KPI reports on operations to senior leadership and Board as needed
• Serve as SME for Dynasty’s VRM system and T&E apps
• Develop recurring, scalable reporting for leadership and Board
• Drive process improvements to enhance efficiency and compliance

Skills

Contract lifecycle management

Project management

Stakeholder collaboration

Advanced MS Office

Data interpretation

Education

Bachelor’s degree in analytical field

Tools

Tallie

T&E platforms

Job description

Description

Job Overview

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.

Key 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

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 effective 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)

At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.

EQUAL EMPLOYMENT OPPORTUNITY

Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.