Client Contracting Manager

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Columbia Threadneedle Investments is looking for a Client Contracting Manager to oversee the contract lifecycle of rebate, distribution, and share class agreements, whilst also providing support in the review of investment management agreements pertaining to separate managed accounts. The successful candidate must ensure that new agreements, and amendments to existing agreements, are communicated efficiently amongst internal and external stakeholders, whilst retaining a client centric approach in terms of deadlines and teams' accountability. This position will report to the Head of EMEA Contract Office and will own the review and approval process for wholesale documentation for new and existing business for Columbia Threadneedle Investments EMEA Distribution division.

Key Responsibilities

• Capture, validate and agree pricing arrangements within wholesale client documentation, where rebates are in place.
• Ensure that all rebates are vetted, approved, documented and executed prior to implementation.
• Responsible for overseeing and maintaining wholesale client documents, both within internal filing structure and the company-wide document repository.
• Host and update weekly work-in-progress status meetings for internal stakeholders.
• Assist in the coordination, negotiation and execution of investment management agreements when required.
• Coordinate review and seek input from appropriate subject matter experts (SMEs) across various business areas to complete the approval of the documents.
• Confidence to follow up directly with various SMEs, ensuring they review, acknowledge, and sign-off their relevant material obligations.
• Continuously collaborate with other members of the Global Contract Office to maintain effective workflow, consistent process execution and unified approaches to work items.
• Assist with ad hoc legal reviews, management reporting, and audit/control testing.
• Participate in ad hoc process improvement projects for the Global Contract Office.

Required Qualifications

• Prior experience of wholesale and/or institutional governance documentation within the financial services industry preferred.
• Minimum of Bachelors degree or equivalent.
• Investment Management industry experience, including strong understanding of asset management, financial instruments, wholesale structures and institutional clients.
• Exceptional attention to detail, specifically in written form.
• Willingness to learn processes and show initiative where relevant.
• Structured individual with strong workflow management.
• Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
• Excellent listening skills with an assertive approach to dealing with stakeholders across the business.
• Strong self-organisational and time management skills; ability to work under pressure to tight deadlines.
• Analytical and dynamic mindset conducive to understanding and adapting to changes to governance documentational processes and controls.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time Worker Sub Type Permanent Job Family Group Sales

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.