Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
Shareworks by Morgan Stanley is seeking to hire an experienced lawyer or contracts professional to review, negotiate and advise on customer contracts for the Shareworks by Morgan Stanley (Shareworks) business of Morgan Stanley Wealth Management.
The Shareworks business is part of a broader business unit called Morgan Stanley at Work that provides a suite of workplace financial solutions.
This position will be part of a team of lawyers and contracts professionals who support the Shareworks business. This position will have significant interaction with business personnel in the Shareworks division and will work closely with lawyers in the Morgan Stanley Legal department, including risk, privacy and compliance.
The primary role of this position will support the lifecycle of business contracts related to our stock plan administration product, Shareworks, driving contracts to completion that meet the legal, compliance and risk requirements of the business.
This involves careful review, excellent drafting and successful negotiation. The position may also work with our business and legal teams on other contract, process, and legal matters involving the Shareworks business.
Key activities : Starting with existing contract templates, review, redline, and negotiate a wide variety of commercial agreements, including US and Canadian customer agreements, NDAs, amendments, SOWs, and various privacy and data security schedules.
Be accountable for agreement terms and determine when it is necessary to escalate issues to internal support resources, such as lawyers within the Shareworks legal coverage team.
Provide support to management and advise the business unit on issues related to contract terms, interpretation, and negotiation.
Identify and work to minimize legal and compliance risks to Morgan Stanley.Manage a diverse portfolio of active contract files and maintain well-organized electronic records in a contract management system.
Work with colleagues to continuously improve contract templates and processes, as well as implementation and adherence to best practices.
Develop and maintain trustworthy and productive working relationships with all stakeholders, including our customers.A minimum of five years relevant experienceProven experience with complex commercial and technology contracts, as well as familiarity with SaaS offerings, online legal terms, financial services, IP law, and privacy regulationsFour-year college degreeIn-house legal experience is considered a plusExcellent contract negotiation and drafting skillsCandidates should have experience in managing multiple projects and deadlines and must be able to work both in group settings and independentlyCandidates must be able to communicate effectively, both in writing and over the phone, with sales and account management teams, as well as with customers.
This position plays a key role in the sales process and requires excellent judgement, negotiation and inter-personal skillsDemonstrated ability to quickly digest complex information and make good, informed decisionsProfessional maturity, confidence, presence and initiativeLocation : This is a full-time position and can be based in either Calgary, AB or New York, NY.
We are considering applicants for this role in either location.