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Sydney, New South Wales, Australia
Hybrid
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Hybrid office/work-from-home environment
Opportunity to lead strategic vendor governance, market data management and commercial procurement activities in a complex wealth management environment.
Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda Financial Planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
About the role
We are seeking an experienced Procurement Specialist (Vendor Manager) to oversee critical third-party providers supporting investment operations. This role is responsible for strategic vendor governance, market data oversight, commercial management, risk and compliance activities, and continuous improvement initiatives. Working across business, technology and operational teams, you will help ensure vendor performance, regulatory compliance, cost optimisation and operational excellence across Perpetual Wealth Management.
Role responsibilities include:
Lead governance and relationship management for key outsourced providers, including custodians, fund administrators, registry providers and wrap platform partners.
Manage market data vendors including FactSet, Bloomberg and other providers, overseeing licensing, entitlements, data quality and cost optimisation.
Drive commercial outcomes through contract management, renewals, fee reviews, vendor negotiations, budgeting and business case development.
Monitor vendor performance against service levels, manage incidents and remediation activities, and support change initiatives across outsourced services.
Provide oversight of vendor risk, controls, audit readiness and regulatory compliance, including third-party risk management and vendor reporting.
Deliver executive reporting, performance scorecards and continuous improvement initiatives to improve efficiency, scalability and service quality.
About you
Bachelor's degree in Commerce, Finance, Economics, Mathematics or a related discipline, or equivalent commercial experience.
Extensive experience in asset management operations, wealth operations, vendor management, market data management and procurement environments.
Strong expertise in vendor governance, senior stakeholder engagement, supplier relationship management and commercial negotiations.
Experience managing market data vendors, licensing compliance, contract renewals, budgeting and cost management initiatives.
Sound understanding of operational risk frameworks, audit requirements and Australian regulatory environments.
Highly developed communication, analytical, problem-solving and influencing skills, with the ability to operate across complex stakeholder groups.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year.
An annual allowance to empower you to prioritise your personal wellbeing.
Study support and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.