Eaton Vance Contract Manager in Seattle, Washington
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!
This role will have a focus on Parametric’s contracts management process, including investment management agreements with clients and financial advisers. This role will be responsible for following contracting policies and procedures, maintenance of a contract repository and creation of contract templates program. This role will engage with variety of internal business partners across Parametric.
Assume primary day to day responsibility for client contracts of the Separately Managed Account (SMA) business at Parametric, including drafting and review of standard and non-standard investment management agreements, amendments, negative consents and other documents for the SMA business.
Liaise with legal and obtain and track approval from internal stakeholders for non-standard terms.
Partner with legal, sales, and other business teams to manage contracts ensuring that all legal and contractual matters are addressed efficiently and promptly.
Serve as expert and key point of contact on standard clauses, policies, negotiating positions and contract workflow.
Track, manage and develop the end to end process from kickoff to full execution and digital storage of all client agreements.
Ensure all contract data and information is appropriately entered into CLM tool, and partner with client relations, compliance, and audit departments to ensure compliance with contractual obligations.
Other projects as requested.
5+ years of experience in contracts management (financial services industry experience a plus)
Proficient with MS Office and the ability to learn additional software programs
Strong experience in drafting contract language.
Excellent contractual analytical skills, as well as the ability to aptly summarize key contractual concerns to and on behalf of operating business units
Ability to work well in a fast-paced and dynamic environment, which may involve handling many tasks simultaneously.
Strong organizational skills
Ability to solve problems and achieve results using sound judgment in a timely manner
Strong communicator with interpersonal, management, writing, and editing skills
Strong attention to detail and accuracy
Collaborative in their interaction with colleagues across the firm regardless of function or level; a team player
Highly motivated and hardworking, with a passion for excellence
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The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
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Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.
The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.