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($): 75.00
Max Hourly Rate($): 87.00
Must Have Skills/Attributes: Asset Management, Category Management, Finance, Investments, Sourcing
Experience Desired: Experience as a financial services category lead (7 yrs); Experience with financial services to manage operations (7 yrs); Experience in sourcing and category management in financial services (7 yrs); Investment and asset management, negotiation and pressenation 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.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
Rose International has been great to me. I thank everyone there for all of their hard work; it has not gone unnoticed.
Melody, Consultant
Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.
Diane, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
EMPLOYEE COMMENTS