Institutional Retirement Contract Specialist
1 week ago
Job Summary
This role supports the Workplace Benefits Institutional Retirement products, primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation, and Health Benefit Solutions.
Key Responsibilities
- Review and negotiate business contracts/service agreements within set parameters.
- Work 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.
- Monitor and track assigned requests to ensure that all defined deadlines are met and to help with reporting requirements.
- Prepare timely and accurate documentation of negotiated provisions.
- Manage 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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