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Contracts Manager

Contracts Manager

CI Financial Corp.Miami, FL, US
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Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

We are seeking a proactive, entrepreneurial, hardworking, and collaborative teammate to join the Corient Legal team as a Contracts Manager. You will manage the full legal lifecycle for our contracts with business partners and vendors. You will be an important member of our lean Legal team. This is a hands-on role in a fast-paced environment. You must embrace the opportunity to manage the contractual drafting and legal review process across our many diverse business units and transition between them seamlessly.

This is a full-time, exempt position located at our headquarters in Miami’s Brickell financial district.

Key Responsibilities :

Manage all contractual workflow

  • Review, analyze, and negotiate contracts under attorney supervision
  • Draft and redline agreements, including non-disclosure agreements, master services agreements, statements of work, change orders, amendments, terminations, and assignments
  • Identify and flag potential risks, inconsistencies, or gaps in contract language and propose practical, business-competent solutions
  • Conduct legal research and analysis to support contract interpretation and decision-making
  • Prepare contract summaries and executive summaries for attorneys and key stakeholders
  • Prepare contracts for execution using DocuSign or other similar solution
  • Organize, manage, update, and optimize templates, playbooks, and processes
  • Create additional templates, playbooks, and processes to enhance efficiency and customer service
  • Manage our contract lifecycle management system (CLM) and contracts repository, maintaining accurate and up-to-date records of executed contracts
  • In collaboration with other key internal and external stakeholders, drive implementation of new workflows and additional functionality in our CLM
  • Maintain contracts tracker to ensure timely completion of contract reviews per agreed SLAs
  • Track tasks and timelines for other projects to ensure timely delivery
  • Collaborate with key internal and external stakeholders to optimize contracts from M&As, including consolidating contracts as well as drafting contract terminations and assignments and driving them to executionProvide a high-quality service level to all internal and external constituents ensuring accuracy, efficiency, and consistency
  • Establish positive and productive relationships with internal stakeholders and senior leadership
  • Assist the Legal team on a variety of tasks, projects, processes, and initiatives, as requested
  • Assist the Legal team with a variety of administrative tasks, as requested

Your Qualifications and Experience :

  • Associate degree; Bachelor’s degree preferred
  • 5+ years of experience as a contracts manager or paralegal; some in-house experience preferred
  • Extensive experience with legal review and negotiation of enterprise contracts, including technology and software contracts
  • Demonstrated experience managing CLMs and driving technology implementation
  • Experience at a financial services firm is a big plus
  • Your Competencies :

  • Excel working independently with little operational or execution oversight
  • Highly proficient drafting, reviewing and editing contracts
  • Strong multitasker; able to prioritize tasks effectively in a fast-paced environment
  • Comfortable fielding questions from the most senior to the most junior teammates
  • Strong interpersonal skills
  • Ability to handle highly sensitive matters at all levels of the firm with discretion and confidentiality
  • Highly proficient and comfortable operating in a paperless and technology-driven environment
  • Your Characteristics :

  • Exceedingly organized and meticulous
  • Unquestioned integrity
  • Desire to be part of a fast-growing firm
  • Team oriented with the ability to build relationships and earn the respect of others
  • Hardworking, motivated, proactive and results oriented
  • Competencies :

  • Analytical / Critical Thinking
  • Business Acumen; Communication
  • Dealing with Ambiguity
  • Foresight
  • Judgment
  • Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
  • U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  • What You can Expect from Us

    Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days
  • Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

    Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

    We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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    Contract Manager • Miami, FL, US

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