Institutional Retirement Contract Manager
2 weeks ago
About the Role
The 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 routines. 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.
Key Responsibilities
- Reviewing and negotiating business contracts/service agreements within set parameters
- Working with legal, business, and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
- Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
- Preparing timely and accurate documentation of negotiated provisions
- Managing contract-related projects as well as the contracting process and 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 clearly and concisely communicate to all levels of Sales, Legal, Risk, and Workplace Benefits Management
- Ability to adapt to a fast-paced, changing environment
- Excellent organizational, prioritization, and multi-tasking skills
- Attention to Detail
- Controls Management
- Innovative Thinking
- Policies, Procedures, and Guidelines Management
Shift and Hours
1st shift (United States of America)
40 hours per week
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