VP, Technology Commercial Management

Who We Are

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion.

This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

We are seeking a hands‑on, commercially astute technology procurement leader to drive structure, rigor, and speed across our technology contract landscape. The VP of Technology Commercial Management will own the full commercial lifecycle for all technology spending, including sourcing, vendor negotiations, contracting, renewals, total cost of ownership (TCO) modeling, and financial governance.

This role acts as the commercial engine of the carve‑out, ensuring the organization establishes the right vendor partnerships at the right cost, on the right timeline, with the appropriate commercial and contractual protections. The VP will work closely with IT tower leaders, Finance, Corporate Procurement, and Legal to ensure alignment and execution across all commercial activities.

The position reports directly to IT senior leadership within the CTO Office, with a dotted‑line relationship to Finance and Corporate Procurement to support budget alignment, fiscal controls, and spend management.

The ideal candidate is decisive, highly organized, and execution‑focused – someone who can navigate ambiguity, cut through complexity, and make timely commercial decisions with confidence.

• 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, ISO
  27001).
• Vendor Commercial Oversight (commercial ownership, not operational vendor management)
• 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.

• 10+ years of experience in technology procurement, sourcing, commercial management, or equivalent.
• Strong…