Wealthspire · 1 week ago
VP, Technology Commercial Management
Wealthspire is a newly independent wealth management firm seeking a VP of Technology Commercial Management to lead their technology procurement efforts. This role involves overseeing the commercial lifecycle of technology spending, ensuring effective vendor partnerships, and collaborating with various departments to align technology purchases with budget and strategic goals.
Financial Services
Responsibilities
Lead end-to-end sourcing for all technology services (SaaS, cloud, cybersecurity, data, applications, managed services, telecom)
Stand up and transition hundreds of contracts during the carve-out, ensuring sequencing aligns with TSA exit timelines
Lead vendor evaluations, scorecards, RFPs/RFIs, and negotiation strategies
Negotiate and oversee commercial terms, pricing models, renewals, SLAs, SLOs, DPAs, and liability protections
Partner with IT tower leaders to align contract terms with technical architecture, operating models, and future-state roadmaps
Develop detailed total cost of ownership (TCO) models and consumption forecasts
Analyze cost drivers and identify opportunities to consolidate vendors, reduce spend, and eliminate redundant tools
Collaborate with Finance to align technology purchases with budgets, capitalization, approvals, and long-term planning
Establish a structured cadence for renewal management, evergreen tracking, and forward-cost visibility
Lead the commercial transition from legacy parent-company contracts to newly negotiated stand-alone agreements
Ensure contract timing, licensing, and services are aligned with IT readiness milestones and operational continuity
Coordinate with Legal on contract migration, data protection requirements, and compliance standards (SOC2, ISO27001)
Maintain commercial scorecards and ensure vendors remain aligned to negotiated pricing, SLAs, and contract commitments
Collaborate with IT tower leaders who own day-to-day vendor performance and operational escalations
Evaluate long-term vendor strategy, including consolidation, scalability, and PE value-creation opportunities
Serve as the connective tissue between IT, Finance, Procurement, Legal, and external partners
Present commercial recommendations, ROI analysis, and cost optimization strategies to senior leadership
Operate autonomously in a fast-paced, startup-like carve-out environment with high expectations and tight timelines
Drive clarity, structure, and documentation in an environment with evolving processes and high volumes of concurrent work
Qualification
Required
10+ years of experience in technology procurement, sourcing, commercial management, or equivalent
Strong understanding of SaaS pricing, cloud consumption models, cybersecurity tooling, and enterprise software economics
Demonstrated success negotiating complex contracts with major technology vendors (Microsoft, AWS, SaaS platforms, MSPs)
Exceptional ability to interpret complex contract language, business requirements, and technical specifications
Skilled in financial modeling, cost forecasting, and multi-year spend planning
Excellent written and verbal communication; able to synthesize details into clear, actionable recommendations
High accountability, urgency, and a bias for action; comfortable making decisions with incomplete information
Bachelor's degree in Business, Finance, Engineering, Supply Chain, or related field; MBA is a plus
Preferred
Experience in a private equity, carve-out, or high-growth environment preferred
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
More
Company
Wealthspire
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom.
H1B Sponsorship
Wealthspire has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-03Acquired
Leadership Team
Recent News
Business Wire
2026-01-06
2025-11-03
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