Document Negotiator

HireTalent; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

HireTalent is seeking a Document Negotiator to join a collaborative legal and client service environment supporting investment management and financial services operations. The role focuses on preparing, reviewing, negotiating, and coordinating legal documentation while working closely with attorneys, client service teams, risk, and compliance.

The ideal candidate has experience reviewing contracts in financial services settings and possesses strong negotiation, drafting, and

Qualifications

• Experience reviewing contracts or legal documentation within financial services.
• Strong negotiation, drafting, and relationship-management skills.
• Ability to coordinate across attorneys, client service teams, risk, and compliance.

Responsibilities

• Prepare, review, draft, and negotiate legal documentation supporting client onboarding and account maintenance activities
• Negotiate account control agreements, amendments, side letters, and related documentation
• Review and negotiate instruction letters, representation letters, and operational agreements
• Support legal documentation requirements related to global account openings and financial services operations
• Ensure documentation is completed accurately and within required deadlines
• Coordinate documentation workflows among internal teams, clients, and external counterparties
• Track agreement status and maintain documentation records, matrices, and files
• Monitor time-sensitive legal deliverables and ensure completion within established timelines
• Support attorneys with contract review and legal documentation projects
• Maintain accurate contract records and documentation tracking tools
• Support process improvements related to document negotiation and contract management
• Assist with special projects and legal operational initiatives as needed
• Partner with Client Services teams to support client onboarding and maintenance initiatives
• Collaborate with Credit, Risk, Compliance, and Operations teams on documentation requirements and special projects
• Build strong working relationships with internal and external stakeholders
• Provide timely updates regarding agreement negotiations and outstanding requirements

Skills

Negotiation

Drafting

Contract review

Relationship management

Job description

We are seeking a Document Negotiator to join a collaborative legal and client service environment supporting investment management and financial services operations. This role is responsible for preparing, reviewing, negotiating, and coordinating legal documentation while working closely with attorneys, client service teams, risk, compliance, and external clients.

The ideal candidate has experience reviewing contracts or legal documentation within financial services, banking, investment management, or corporate legal environments and possesses strong negotiation, drafting, and relationship-management skills.

Responsibilities

Legal Documentation & Negotiation

• Prepare, review, draft, and negotiate legal documentation supporting client onboarding and account maintenance activities
• Negotiate account control agreements, amendments, side letters, and related documentation
• Review and negotiate instruction letters, representation letters, and operational agreements
• Support legal documentation requirements related to global account openings and financial services operations
• Ensure documentation is completed accurately and within required deadlines

Contract Coordination & Administration

• Coordinate documentation workflows among internal teams, clients, and external counterparties
• Track agreement status and maintain documentation records, matrices, and files
• Monitor time-sensitive legal deliverables and ensure completion within established timelines
• Support attorneys with contract review and legal documentation projects

Cross-Functional Collaboration

• Partner with Client Services teams to support client onboarding and maintenance initiatives
• Collaborate with Credit, Risk, Compliance, and Operations teams on documentation requirements and special projects
• Build strong working relationships with internal and external stakeholders
• Provide timely updates regarding agreement negotiations and outstanding requirements

Operational Support

• Maintain accurate contract records and documentation tracking tools
• Support process improvements related to document negotiation and contract management
• Assist with special projects and legal operational initiatives as needed