Wealthspire
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VP, Technology Commercial Management
role at
Wealthspire .
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.
Summary 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.
The 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.
Key Responsibilities Technology Sourcing & Contracting
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
Commercial Planning & Financial Governance
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
Carve‑Out, Separation, and TSA Exit
Lead the commercial transition from legacy parent‑company contracts to newly negotiated stand‑alone agreementsEnsure 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)
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
Cross‑Functional Leadership
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
Required Qualifications
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)
Experience in a private equity, carve‑out, or high‑growth environment preferred
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
What Makes This Role Unique This role is not traditional procurement. It is a strategic commercial leadership position at the center of one of the largest IT transformations in wealth management.
You Will
Build the commercial backbone of a new standalone technology ecosystem
Influence architecture, budgets, vendor, and future margin performance
Wear multiple hats in a lean, high‑performance environment
Work directly with leadership and tower leads
Have visibility with the CFO and private equity stakeholders
Play a decisive role in the success of the carve‑out
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $115,000 – $135,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
Wealthspire and You… Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Information Technology
Industry Insurance
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VP, Technology Commercial Management
role at
Wealthspire .
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.
Summary 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.
The 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.
Key Responsibilities Technology Sourcing & Contracting
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
Commercial Planning & Financial Governance
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
Carve‑Out, Separation, and TSA Exit
Lead the commercial transition from legacy parent‑company contracts to newly negotiated stand‑alone agreementsEnsure 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)
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
Cross‑Functional Leadership
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
Required Qualifications
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)
Experience in a private equity, carve‑out, or high‑growth environment preferred
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
What Makes This Role Unique This role is not traditional procurement. It is a strategic commercial leadership position at the center of one of the largest IT transformations in wealth management.
You Will
Build the commercial backbone of a new standalone technology ecosystem
Influence architecture, budgets, vendor, and future margin performance
Wear multiple hats in a lean, high‑performance environment
Work directly with leadership and tower leads
Have visibility with the CFO and private equity stakeholders
Play a decisive role in the success of the carve‑out
What We Offer We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $115,000 – $135,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
Wealthspire and You… Better Together! Wealthspire is an inclusive Equal Employment Opportunity employer.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Information Technology
Industry Insurance
#J-18808-Ljbffr