We are looking for a detail-oriented Document Negotiator to support legal documentation activities for the Office of General Counsel in Boston, MA. This Long-term Contract position is well suited for someone who is comfortable working with attorneys, client-facing teams, and control functions in a financial services environment. The role focuses on drafting, reviewing, and negotiating a range of client and operational documents while helping ensure timely completion, strong recordkeeping, and effective coordination across multiple stakeholders.
Responsibilities:
- Draft, examine, and negotiate account control agreements, amendments, and related legal documents that support client accounts and trading activity.
- Partner with attorneys and business teams to prepare documentation tied to client onboarding, account maintenance, and service-related requests.
- Review instruction letters, representation letters, and similar materials for operational groups within the investor services business.
- Coordinate document workflows among internal teams, external counterparties, and clients to keep execution on schedule and resolve open items efficiently.
- Monitor the progress of active agreements, maintain organized tracking tools and documentation records, and help ensure deadline-sensitive matters remain current.
- Work closely with compliance, credit risk, and other cross-functional partners on contract reviews, escalations, and targeted initiatives.
- Provide responsive support to internal stakeholders by clarifying documentation requirements and helping address negotiation issues in a practical manner.
- Juris Doctor from an accredited law school is preferred, though experienced non-attorney candidates with relevant background will be considered.
- At least 2 years of experience in contract drafting, document negotiation, or legal documentation within financial services, banking, or a related environment.
- Familiarity with transactional agreements, corporate contracts, mutual funds, banking documentation, or similar legal instruments.
- Exposure to derivatives documentation, account control agreements, or comparable trading-related agreements is strongly preferred.
- Ability to manage multiple matters at once while maintaining accuracy, organization, and attention to time-sensitive deadlines.
- Strong written communication and negotiation skills, with the ability to work effectively across legal, client service, compliance, and risk teams.
- Proficiency with Microsoft Office and standard document tracking tools used for legal and operational record management.