Contracts Specialist

021 SEI Investments Company; Oaks (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Education assistance

Paid time off

Job summary

SEI Investments Company is seeking a Contracts Specialist to draft, review, and administer client and vendor contracts using approved templates and playbooks. You will collaborate with attorneys, procurement, and business teams to ensure accurate terms and timely execution within a financial services context.

Experience in contract management, strong attention to detail, and ability to manage a high-volume workload are essential. Bachelor's degree and 5+ years in related roles are required.

Qualifications

• Bachelor's degree; 5+ years in contract drafting, review and administration.
• Experience with client and vendor contracts; familiarity with financial services.
• Paralegal certification or JD not required, but solid contract principles essential.

Responsibilities

• Draft and prepare client and vendor contracts using approved templates and playbooks.
• Review and edit incoming contracts and redlines; identify issues for SEI legal team.
• Support negotiations with internal and external parties to finalize terms.
• Manage contract lifecycle from initiation to execution; organize approvals and e-signatures.
• Prioritize a high-volume workload and meet turnaround targets for drafts and reviews.
• Collaborate with attorneys and business teams to ensure alignment and clear communication.

Skills

Contract drafting

Contract review

Negotiation support

Stakeholder communication

Time management

MS Word

Education

Bachelor's degree

Tools

Contract management software

CoPilot

E-signature platforms

Job description

Key Responsibilities:

• Contract Drafting & Preparation: Independently draft and prepare a variety of both client and vendor facing contracts and legal documents using approved templates and playbooks. These include vendor agreements, SOWs, NDAs, and contract amendments. Tailor standard templates to specific deal terms and business needs while maintaining consistency with the organization’s contracting guidelines.
• Contract Review & Editing: Review and edit incoming contracts or redlines from counterparties. Conduct initial issue-spotting on key clauses and incorporate input from SEI's legal team for any non-standard provisions.
• Negotiation Support: Collaborate with internal stakeholders (attorneys, procurement, business managers) and external counterparties to negotiate contract terms within defined parameters. While final negotiation of complex or high-risk terms will involve SEI legal counsel, the Contracts Specialist will handle routine negotiations (e.g., resolving minor wording issues, clarifying SOW details, adjusting NDA clauses) to expedite agreement on contract drafts.
• Contract Administration & Workflow Coordination: Manage the contract lifecycle from initiation to execution. This includes organizing and prioritizing a pipeline of contract requests, coordinating internal approvals (e.g., business sign-off, risk or compliance review if needed), and facilitating electronic signatures.
• Volume Management & Organization: Prioritize a high volume of contracts efficiently by employing strong organizational systems. Track the status of numerous agreements simultaneously and consistently meet turnaround targets for draft preparation and reviews.
• Stakeholder Communication: Serve as a liaison between the legal department and business teams for contract matters. Work with business teams across the organization to obtain appropriate input and approvals and address issues raised within legal documents including validation of alignment between customer obligations and supplier offerings. Communicate clearly and professionally with internal clients (e.g., sales, account management, procurement, IT security) about contract requirements, timelines, and updates. Clarify contract obligations and processes to stakeholders, ensuring they understand any responsibilities (like deliverables or notice requirements) that the contract entails.
• Process Improvement: Contribute to ongoing improvement of contract templates and processes. Update standard templates to address common negotiation sticking points and recurring edits. Assist in developing internal guidelines, playbooks, or checklist tools to streamline future contract preparations. Suggest and implement efficiency improvements in contract workflow (for example, adopting new features of the contract management system, or refining approval processes) to handle growth in contract volume without compromising quality.

What we need from you:

Experience & Education:

Bachelor's degree required. 5+ years of experience in contract drafting, review, and administration (e.g., as a Contracts Specialist, Contracts Administrator, or similar role), ideally in a corporate or financial services setting. Experience with client and vendor contracts and familiarity with the financial or regulatory context of a legal department is strongly preferred. (A paralegal certification or Juris Doctor is not required, as this is a non-attorney role, but a solid understanding of legal contract principles is essential.)

Attention to Detail:

Exceptional attention to detail in drafting and reviewing contracts. Capable of catching errors, inconsistencies, or unfavorable terms in documents. Uses an analytical approach to ensure that contracts accurately reflect business terms and that risk is managed (e.g., spotting any terms that deviate from approved company positions).

Communication & Interpersonal Skills:

Excellent written and verbal communication skills. Able to translate legal or technical contract language into clear summaries for business stakeholders, and to explain contract requirements or changes in a user-friendly way. Comfortable liaising between attorneys and business teams, and confident in communicating with external vendor or client representatives on routine contract matters. Strong interpersonal skills to maintain positive relationships across departments in a fast-paced environment.

Organization & Time Management:

Proven ability to manage multiple priorities and a high volume of work efficiently. Uses tools (spreadsheets, contract management systems) and good personal organization to keep track of contract statuses and deadlines. Self-motivated in moving contracts forward and in following up with others to obtain information or approvals, ensuring timely contract completion.

Technical Skills:

Proficiency in Microsoft Office, especially Word (for contract drafting and redlining) and CoPilot. Experience with contract management software or document management systems is highly desirable. General comfort with learning new technology tools (e.g., e-signature platforms, collaboration software) to improve contract workflow.

Professionalism & Team Collaboration:

A team-oriented mindset with the ability to work under the guidance of attorneys and according to established legal processes. Ethical integrity and discretion when handling sensitive contractual information. The candidate should be able to work independently on day-to-day tasks but also collaborate effectively with the broader legal team and seek input on complex issues, ensuring all contracts meet the organization’s standards and legal requirements.

SEI's competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

• healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• life and disability insurance (premiums paid for base coverage)
• 401(k) match
• education assistance
• commuter benefits
• up to 11 paid holidays/year
• 21 days PTO/year pro-rated for new hires which increases over time
• paid parental leave
• back-up childcare arrangements
• paid volunteer days
• discounted stock purchase plan
• investment options
• access to thriving employee networks and more

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves.

Come build your brave future at SEI.

The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.

SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.

Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth.

At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.