Corporate Planning & Management, Global Procurement, Strategic Sourcing, Vice President, or Dallas Dallas

Corporate Planning & Management, Global Procurement, Strategic Sourcing, Vice President, New York or Dallas  Dallas, TX, United States

Corporate Planning & Management – Global Procurement – Strategic Sourcing

The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm.

Finance & Planning
supports the execution of the firm’s strategic objectives through the management of the planning process, firmwide reporting and analytics and insights into the firm’s business plans and budgets. They develop consistent framework for revenue division projections creating transparency, accountability and efficiency around projections. This pillar also includes the CF&O, EO and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities.

Global Procurement
Strategically enables the firm's engagement with third parties, ensuring robust commercial and compliance controls while driving sustainability. It optimizes value, foster innovation, and mitigates risks across the end-to-end supply chain for services and non-compensation spend.

Departments include Strategic Sourcing, Third Party Risk Management, Procure to Pay, Integrated Travel and Expense and Sustainable Operations.

Product & Reporting
Manages end-to-end product lifecycle and reporting capabilities for vendor-supplied and internally developed solutions. We empower CPM stakeholders with intuitive tools and actionable insights while ensuring solutions meet business needs and regulatory demands.

The CPM Engineering team provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses and support corporate decision making in-line with the firm’s strategic objectives.

CPM Management team includes senior leadership and teams that provide strategic oversight and operational support across the division. This pillar encompasses the Chief of Staff function and Communications and User Engagement team, which oversee change management and people strategies for CPM.

The VP Strategic Sourcing – Marketing Category will lead the end-to-end strategic sourcing lifecycle for marketing-related spend across our global enterprise. This individual will serve as a trusted business partner to Global Marketing, teams, driving value through category strategy development, supplier qualification, complex contract negotiations, and robust supplier relationship management.

The ideal candidate possesses deep expertise in marketing procurement (including agencies that specialize in advertising, creative and design and media buying, and has a proven track record of navigating the regulatory and compliance complexities inherent to the financial services sector.

The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and frequent interaction with senior stakeholders. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts and should have excellent verbal and written communication skills.

This role is critical in driving strategic value, optimizing spend, leading negotiations with suppliers, and fostering robust supplier relationships. The successful candidate will leverage cutting-edge AI tools and data analytics to inform sourcing strategies, manage complex categories, and influence key stakeholders across the business.

Role based New York or Dallas

Job responsibilities will include, but are not limited to:

Strategic Sourcing & Category Management:

• Develop and execute comprehensive, sourcing strategies for global marketing sub-categories, including Creative, Brand Agencies and Media Buying
• Manage the full category lifecycle, including…