Institutional Retirement Contract Specialist

3 weeks ago


Charlotte, North Carolina, United States Bank of America Full time

About the Role:

This position is responsible for reviewing and negotiating client service agreements and related documents, collaborating with internal teams to address contract issues or changes, managing contract-related projects, and performing ongoing internal compliance routines.

Key Responsibilities:

  • Reviewing and negotiating business contracts within established parameters
  • Working with legal, business, and other teams to balance the firm's interests with client needs in a timely and professional manner
  • Monitoring and tracking assigned requests to ensure timely completion and reporting requirements
  • Preparing accurate documentation of negotiated provisions
  • Managing contract-related projects and the contracting process, including ongoing compliance routines

Requirements:

  • Bachelor's degree or equivalent work experience
  • Minimum 2-3 years' experience with reviewing/negotiating business contracts
  • Proven ability to maintain and develop strategic business relationships
  • Superior verbal and written communication skills
  • Ability to communicate effectively with various stakeholders
  • Adaptability in a fast-paced, changing environment
  • Excellent organizational, prioritization, and multi-tasking skills
  • Attention to detail and controls management
  • Innovative thinking and policies, procedures, and guidelines management

Working at Bank of America:

This role supports the Workplace Benefits Institutional Retirement products, primarily plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation, and Health Benefit Solutions.



  • Charlotte, North Carolina, United States Bank of America Full time

    About the RoleThe Institutional Retirement Client Contract Manager will be responsible for reviewing and negotiating client service agreements and related documents, collaborating with Legal, Product, Sales, and other internal teams to address contract issues or changes, managing client contract-related projects, and performing ongoing internal compliance...


  • Charlotte, North Carolina, United States RETIREMENT CLEARINGHOUSE LLC Full time

    Job Title: Retirement Consolidation SpecialistJob Summary: We are seeking a highly skilled Retirement Consolidation Specialist to join our team at Retirement Clearinghouse LLC. As a key member of our team, you will be responsible for providing exceptional customer service and helping millions of Americans preserve their retirement savings.Key...


  • Charlotte, North Carolina, United States RETIREMENT CLEARINGHOUSE LLC Full time

    Job Title:Retirement Consolidation SpecialistJob Summary:We are seeking a highly skilled Retirement Consolidation Specialist to join our team at Retirement Clearinghouse LLC. As a key member of our team, you will be responsible for providing exceptional customer service and expertise in retirement consolidation services.Key Responsibilities:Provide prompt,...


  • Charlotte, North Carolina, United States RETIREMENT CLEARINGHOUSE LLC Full time

    Job Title:Retirement Consolidation SpecialistJob Summary:We are seeking a highly skilled Retirement Consolidation Specialist to join our team at Retirement Clearinghouse LLC. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients. Your primary focus will be on consolidating retirement...


  • Charlotte, North Carolina, United States Premier, Inc. Full time

    Job Title: Senior Contracting SpecialistAbout the Role:Premier, Inc. is seeking a highly skilled Senior Contracting Specialist to join our team. As a key member of our Contracting organization, you will play a critical role in developing project plans, negotiating contracts, and managing sourcing processes.Key Responsibilities:Develop project plans for...


  • Charlotte, North Carolina, United States Premier, Inc. Full time

    Job Title: Senior Contracting SpecialistAbout the Role:The Senior Contracting Specialist plays a critical role in the Sourcing Team, assisting in the development of project plans for assigned service categories. This includes project management, contract negotiations, internal and external terms and conditions collaboration, presentation creation for...


  • Charlotte, North Carolina, United States Premier, Inc. Full time

    Job Title: Senior Contracting SpecialistAbout the Role:The Senior Contracting Specialist plays a critical role in the Sourcing Team, assisting in the development of project plans for assigned service categories. This includes project management, contract negotiations, internal and external terms and conditions collaboration, presentation creation for...


  • Charlotte, North Carolina, United States ProSidian Consulting, LLC Full time

    Job Title: Contract Support SpecialistJob Summary: ProSidian Consulting, LLC is seeking a highly skilled Contract Support Specialist to join our team. As a Contract Support Specialist, you will provide professional, technical, and administrative support services to our clients in the Defense and Security Industry Sector.Key Responsibilities:Review and...

  • Contract Specialist

    3 weeks ago


    Charlotte, North Carolina, United States Pike Full time

    {"title": "Contract Specialist", "content": "Job SummaryPike Electric, LLC is seeking a skilled Contract Specialist to assist with estimating, proposal development, and procurement of master service agreements and site-specific projects. The successful candidate will establish and maintain positive relationships with customers while ensuring project...

  • Contract Specialist

    7 days ago


    Charlotte, North Carolina, United States Pike Corporation Full time

    About the RolePike Corporation is seeking a highly skilled Contract Specialist to join our team. As a Contract Specialist, you will play a critical role in assisting with estimating, proposal development, and procurement of master service agreements and site-specific projects for distribution, transmission, and substation construction across a mix of...

  • Contracts Coordinator

    3 weeks ago


    Charlotte, North Carolina, United States Beacon Hill Full time

    Job Title: Contracts Coordinator - Contract SpecialistDescription: As a key member of the Global Commercial Contracts Support team at Beacon Hill, the Contracts Coordinator - Contract Specialist plays a critical role in providing expert contractual and operational support to the Sales team. This position is responsible for managing all aspects of the...


  • Charlotte, North Carolina, United States Equitable Services Full time

    Join Our Team as a Retirement Benefits SpecialistWe are seeking a highly motivated and results-driven individual to join our team as a Retirement Benefits Specialist. As a key member of our Wealth Management team, you will be responsible for providing financial products and services to our clients, with a focus on retirement benefits.Key...


  • Charlotte, North Carolina, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a highly skilled professional to join our Institutional Investment Operations team as a Lead Institutional Investment Operations Specialist. This role will be responsible for assisting with the development of consistent AML, Compliance, and Operational Risk analysis and management of select technology risk for multiple...


  • Charlotte, North Carolina, United States Wells Fargo Full time

    About this role:We are seeking a highly skilled Institutional Investment Operations Specialist to join our team at Wells Fargo. As a key member of our operations team, you will play a critical role in supporting our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.You will be accountable for...

  • Contract Specialist

    1 week ago


    Charlotte, North Carolina, United States Pike Corporation Full time

    Job DescriptionPosition Summary:The Contract Specialist will be responsible for assisting with estimating, proposal development, and procurement of master service agreements and site-specific projects for distribution, transmission, and substation construction across a mix of customers for which Pike Electric, LLC serves.This position will be responsible for...


  • Charlotte, North Carolina, United States HOSPICE & PALLIATIVE CARE CHARLOTTE Full time

    About UsVIA Health Partners is a leading provider of end-of-life care, recognized nationally as a top-10 hospice and palliative care organization. Our commitment to serving the community and providing exceptional care has earned us a reputation as a trusted partner in the healthcare industry.Job SummaryWe are seeking a skilled Credentialing and Contracting...


  • Charlotte, North Carolina, United States HOSPICE & PALLIATIVE CARE CHARLOTTE Full time

    About Our TeamVIA Health Partners is a leading provider of end-of-life care, recognized nationally as a top-10 hospice and palliative care organization. Our commitment to serving the community and providing exceptional care has earned us a reputation as a trusted partner in the healthcare industry.Job SummaryWe are seeking a skilled Credentialing and...


  • Charlotte, North Carolina, United States Wells Fargo Full time

    Job SummaryWe are seeking an experienced Investment Operations Specialist to join our team at Wells Fargo. As a key member of our Institutional Investment Operations team, you will be responsible for monitoring, inputting, and processing cash-related transactions, providing exceptional customer service, and supporting various projects.Key...


  • Charlotte, North Carolina, United States Esri Full time

    Job SummaryEsri is seeking a highly skilled Sr Contract Specialist-International to join our team. As a key member of our contracts team, you will play a critical role in negotiating and drafting complex contracts with customers from around the world.Key ResponsibilitiesManage a high-volume workload of heavily negotiated contract templates and customer...


  • Charlotte, North Carolina, United States American Senior Benefits Full time

    OverviewAt American Senior Benefits, we're dedicated to helping clients achieve their retirement goals with tailored financial solutions. Our team of experts is committed to delivering exceptional client service and providing informed advice to ensure our clients' financial well-being.ResponsibilitiesConduct comprehensive meetings with clients to understand...