Collaborate with key partners across Legal, Sales, and Client Relationship Management to ensure seamless client onboarding and contract execution. Be part of a dynamic team that values precision, collaboration, and strategic thinking.
As a Contract Specialist in the J.P. Morgan Workplace Solutions (WPS) team, you will be responsible for facilitating the drafting, negotiation, and coordination of approvals for new and existing Share Plan Service Agreements, Data Privacy Agreements, and other business agreements. You will partner with client business or the client's legal counsel in negotiations, ensuring all potential issues are resolved to a mutually beneficial position for both the client and JP WPS. This role provides an opportunity to develop strong internal/external relationships and gain an in-depth understanding of client needs.
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Job Responsibilities:
- Facilitate the drafting, negotiation, and coordination of approvals for Share Plan Service Agreements and Data Privacy Agreements.
- Partner with legal counsel to resolve issues and roadblocks in negotiations.
- Obtain a robust understanding of JPMorgan and WPS risk positions on negotiated clauses.
- Collaborate with Legal and internal stakeholders to maintain negotiation guides and best practices.
- Work closely with internal groups (Product, Operations, Compliance, Privacy, Finance, Information Security, Implementations) to resolve complex legal and operational issues.
- Review client-drafted agreements and formulate negotiation strategies with Legal and Business heads.
- Organize and track contract negotiations, regularly updating stakeholders on progress.
- Enhance document management tools to build a knowledge bank of pre-approved terms and language.
- Support Client Relationship Management team with contractual documentation queries.
- Ensure proper negotiation processes are followed and final documentation is filed with stakeholder signoffs.
Required Qualifications, Capabilities, and Skills:
- Legal background or qualification, with financial services or share plan management knowledge and experience drafting contractual documentation within the financial services industry
- 1+ years facilitating the drafting and negotiation of Investment Management Agreements or related buy-side documentation.
- Excellent project management, communication, and presentation skills.
- Detail-oriented with a strong inclination to learn about the business.
- Ability to develop strong internal/external relationships and understand client needs.
Preferred Qualifications, Capabilities, and Skills:
- Strong organization skills with judgment and decision-making capabilities.
- Understanding of contract architecture for various client types.
- Proactive, confident, self-motivated, and collaborative in a fast-paced environment.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with contract management tools is a plus.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.