Vendor Relations Specialist
Dynasty Financial Partners, St. Petersburg, Florida, United States, 33739
Job Overview
We are seeking a motivated, self‑starting individual to join our firm as an Enterprise Operations Coordinator. This role is responsible for managing and optimizing operational processes in Dynasty’s Middle Office, focusing on resource partner management, contract governance, risk assessment, and expense policy administration. The ideal candidate will oversee vendor relationships, ensure accurate documentation, and collaborate with business owners and stakeholders to support new and existing services. Extensive engagement with third‑party partners and cross‑functional teams is required. This is an in‑office position located in downtown St. Petersburg, Florida reporting to the Chief Administrative Officer.
Key Responsibilities
Run the resource partner onboarding process, facilitating contract review, negotiation, and risk assessment for resource partners and service providers
Manage and administer the Tallie expense process, including reviews, reporting, approval workflows, and policy updates in coordination with Financial Controller
Develop and maintain process documentation and policy updates for resource partner management and T&E
Create and deliver training materials (infographics, PowerPoints) to support company‑wide learning and development
Collaborate with Finance, Legal, Technology, and Operations to ensure alignment during onboarding of resource partners and service providers
Maintain a comprehensive database of third‑party risk information
Provide key performance indicator reports on operational activities and improvements to senior leadership, key stakeholders, and the Board of Directors as needed
Serve as subject matter expert for Dynasty’s cloud‑based VRM system and T&E applications
Create recurring and scalable reporting to senior leadership and the Board on operational activities and improvements
Drive process improvement and cross‑functional initiatives to enhance operational efficiency and compliance
Requirements
Minimum 5 years’ experience negotiating and managing contract life cycles, with emphasis on technology or service agreements; skilled in contract review, negotiation, risk assessment, and resource partner management
Strong interpersonal and communication skills; able to build relationships and collaborate effectively across departments (technology, compliance, finance, legal, operations) and with external partners
Solid project and process management abilities; comfortable handling multiple vendors, contracts, and tasks simultaneously, and managing projects under pressure to meet tight deadlines
Advanced proficiency in MS Office Suite, Tallie, and third‑party risk platforms; strong quantitative and analytical skills to interpret and communicate data insights
Knowledge of procurement, vendor management, contract negotiation best practices, and risk mitigation; able to align complex business needs with contractual requirements
Customer‑focused approach to delivering contract management services to internal stakeholders
Excellent verbal and written communication; able to present complex ideas simply and create training materials for staff learning
Exceptional critical thinking and problem‑solving abilities; entrepreneurial mindset with adaptability and innovation in a fast‑paced environment
Bachelor’s degree preferred in an analytical field (business, economics, computer science, mathematics, statistics, or finance)
Benefits
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
Equal Employment Opportunity Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment‑related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.
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Key Responsibilities
Run the resource partner onboarding process, facilitating contract review, negotiation, and risk assessment for resource partners and service providers
Manage and administer the Tallie expense process, including reviews, reporting, approval workflows, and policy updates in coordination with Financial Controller
Develop and maintain process documentation and policy updates for resource partner management and T&E
Create and deliver training materials (infographics, PowerPoints) to support company‑wide learning and development
Collaborate with Finance, Legal, Technology, and Operations to ensure alignment during onboarding of resource partners and service providers
Maintain a comprehensive database of third‑party risk information
Provide key performance indicator reports on operational activities and improvements to senior leadership, key stakeholders, and the Board of Directors as needed
Serve as subject matter expert for Dynasty’s cloud‑based VRM system and T&E applications
Create recurring and scalable reporting to senior leadership and the Board on operational activities and improvements
Drive process improvement and cross‑functional initiatives to enhance operational efficiency and compliance
Requirements
Minimum 5 years’ experience negotiating and managing contract life cycles, with emphasis on technology or service agreements; skilled in contract review, negotiation, risk assessment, and resource partner management
Strong interpersonal and communication skills; able to build relationships and collaborate effectively across departments (technology, compliance, finance, legal, operations) and with external partners
Solid project and process management abilities; comfortable handling multiple vendors, contracts, and tasks simultaneously, and managing projects under pressure to meet tight deadlines
Advanced proficiency in MS Office Suite, Tallie, and third‑party risk platforms; strong quantitative and analytical skills to interpret and communicate data insights
Knowledge of procurement, vendor management, contract negotiation best practices, and risk mitigation; able to align complex business needs with contractual requirements
Customer‑focused approach to delivering contract management services to internal stakeholders
Excellent verbal and written communication; able to present complex ideas simply and create training materials for staff learning
Exceptional critical thinking and problem‑solving abilities; entrepreneurial mindset with adaptability and innovation in a fast‑paced environment
Bachelor’s degree preferred in an analytical field (business, economics, computer science, mathematics, statistics, or finance)
Benefits
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
Equal Employment Opportunity Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment‑related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.
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