Institutional Retirement Contract Specialist

1 week ago


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

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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