Osaic · 9 hours ago
Shared Services and Purchasing Manager
Osaic is a company in the financial services sector seeking a Shared Services and Purchasing Manager. The role involves overseeing daily services and purchasing for the organization, managing supplier relationships, and ensuring alignment with company objectives.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Manage a team supporting the delivery of shared services and purchasing support across the Organization
Manage the categories of shared services, develop and execute those strategies, ensure the development and execution is in alignment with company objectives
Manage and provide oversight on the travel services with the on-line booking tool, travel management company, and the expense reporting tool
Manage the processes, systems, tools, workflows, and procedures for efficient transacting and processes to maximize the user experience
Manage acquisitions effectively by onboarding new groups to our systems and processes
Continuously evaluate our shared services providers and ensure their performance meets our standards and expectations. Resolve necessary issues and ensure our providers are aligned with our objectives
Provide general management responsibilities with team members
Thrive in a fast-paced, ever-evolving work environment
Utilize logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Communicate to others to convey information effectively as well as communicating effectively in writing as appropriate for the needs of the audience
Incorporate your knowledge of shared services industry trends, directions, major issues, regulatory considerations and trendsetters
Incorporate your knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations
Utilize your creativity and alternative thinking to develop new ideas for and answers to work-related problems
Consider the relative risks and benefits of potential actions to choose the most appropriate one
Be a financial steward on how money will be spent to get the work done, account for expenses compared to budget and potential budget impacts
Understands motivating, developing, and directing people as they work, identifying the best people for the job
Utilize your ability to develop constructive and cooperative working relationships with others and maintaining them over time
Incorporate a customer service-oriented function, actively looking for ways to help people
Knowledge of functions, features and applications of Microsoft Office; ability to use the cross-functional features of its applications to enhance overall organizational efficiency
Qualification
Required
Bachelor's Degree from an accredited university in a Business-Related Field, High School Diploma or equivalent (GED) is required with applicable experience
10 years of relevant work experience in leading Purchasing and Shared Services management functions
10 years of experience with relevant Financial Services Industry Experience
10 years of Supervisory/Managerial roles
Manage a team supporting the delivery of shared services and purchasing support across the Organization
Manage the categories of shared services, develop and execute those strategies, ensure the development and execution is in alignment with company objectives
Manage and provide oversight on the travel services with the on-line booking tool, travel management company, and the expense reporting tool
Manage the processes, systems, tools, workflows, and procedures for efficient transacting and processes to maximize the user experience
Manage acquisitions effectively by onboarding new groups to our systems and processes
Continuously evaluate our shared services providers and ensure their performance meets our standards and expectations. Resolve necessary issues and ensure our providers are aligned with our objectives
Provide general management responsibilities with team members
Thrive in a fast-paced, ever-evolving work environment
Utilize logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Communicate to others to convey information effectively as well as communicating effectively in writing as appropriate for the needs of the audience
Incorporate your knowledge of shared services industry trends, directions, major issues, regulatory considerations and trendsetters
Incorporate your knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraudulent situations
Utilize your creativity and alternative thinking to develop new ideas for and answers to work-related problems
Consider the relative risks and benefits of potential actions to choose the most appropriate one
Be a financial steward on how money will be spent to get the work done, account for expenses compared to budget and potential budget impacts
Understands motivating, developing, and directing people as they work, identifying the best people for the job
Utilize your ability to develop constructive and cooperative working relationships with others and maintaining them over time
Incorporate a customer service-oriented function, actively looking for ways to help people
Knowledge of functions, features and applications of Microsoft Office; ability to use the cross-functional features of its applications to enhance overall organizational efficiency
Preferred
Industry Certifications, CPM, APICS, CPSM, CSPM, Certified Travel Expert (CTE) etc
15 plus years of leading Shared Services and Purchasing experience
15 plus years of experience in the Financial Services Industry
Demonstrated experience with implementing or re-implementing shared services and purchasing functions
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
Funding
Current Stage
Late StageRecent News
2026-02-03
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase