Description
Specific Role :
The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to 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 the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
General :
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and / or special projects for one or more departments or functions within a business group.
Applies knowledge and expertise to influence business managers and peers to ensure enforcement of risk / regulatory programs, balancing business strategy with appropriate risk management controls.
Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility.
Requires knowledge of retirement products and regulations. May manage other associates.
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
Required Skills :
Bachelor’s degree or equivalent work experience
Minimum 2-3 years’ experience with reviewing / negotiating business contracts
Must possess a 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
Demonstrated excellent organizational, prioritization, and multi-tasking skills
Attention to Detail
Controls Management
Innovative Thinking
Policies, Procedures, and Guidelines Management
Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent
Shift :
1st shift (United States of America)
Hours Per Week :
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