Legal Records Management Lead

at  JPMorganChase

JOB DESCRIPTION

The Legal Records Management Lead will develop and implement data management strategies and procedures for the Legal department in conjunction with JPMC firmwide initiatives, deliver effective communications, and conduct comprehensive training according to JPMC guidelines. This role also acts as the records management liaison for Legal department matters. Additionally, the position involves sustaining and monitoring improvement trends and presenting opportunities to partners and stakeholders at all levels.
As a Legal Records Management Lead within our in-house legal department, this key role entails managing the firm’s information assets, ensuring their accuracy, maintenance, and accessibility. The Legal Records Management Lead will be an active member of strategic projects, write governance procedures, and manage data repository dispositioning. The successful candidate will work with a team to streamline the department’s information management throughout its lifecycle, contributing to the efficiency and productivity of our operations. This role also involves managing departmental projects, processes, and assignments, while playing a crucial part in executing the Firm’s strategic plan pertaining to the Records Management Program. We seek a leader who can not only manage but also innovate and improve our information management practices.
The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm’s clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you.

Job responsibilities

• Develop, write, and maintain detailed procedures for Records Management operations, ensuring clarity and compliance with regulatory requirements
• Leads Records Management program initiatives to drive changes in working practices department culture to accelerate the adoption of electronic recordkeeping practices
• Conducts analysis of files stored in firm approved records repositories
• Provides guidance to firm personnel at all levels on the firm’s records management policy and information governance processes
• Drafts, reviews and/or presents proposals, project plans, status reports, metrics, and other information in a format and style appropriate for the intended audience
• Communicates directly with senior stakeholders and members of the Legal department and other partners; states areas of concern, addresses questions, and/or resolves outstanding issues with the appropriate parties
• Oversee Legal’s onboarding and offboarding processes, as they relate to records and information management
• Proposes new and improved workflows for client and administrative records retention review.
• Take the lead in generating and managing compliance and audit reports, including retention schedules and destruction logs, turning data into actionable insights
• Collaborate with IT teams to effectively manage, operate and maintain information technology systems, including the implementation of new records management policies and document management system retention guidelines

Required qualifications, capabilities, and skills

• Candidates with an educational and technical background from a wide variety of disciplines including information technology, Legal, compliance, information management, and/or records management will be considered. An undergraduate degree from an accredited four-year institution is required
• Minimum 5 years experience in a role relating to risk management, information governance, records management, information technology, data protection, and/or e-Discovery.
• Preference will be given to candidates with law firm or in-house legal records management experience
• Will consider barred attorneys or legal operational professionals
• Demonstrated ability to deliver clear, concise, and factually accurate written and oral communications appropriate for the intended audience
• Proficiency in Document Management Systems (DMS), with preference given to candidates with a working knowledge of iManage Work in a legal setting, including matter workspace and document security
• Prior experience using and/or administering iManage and Microsoft SharePoint
• Proficiency in Microsoft applications, (e.g., Word, Excel, PowerPoint, Access, Teams, and Visio)

All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

• Develop, write, and maintain detailed procedures for Records Management operations, ensuring clarity and compliance with regulatory requirements
• Leads Records Management program initiatives to drive changes in working practices department culture to accelerate the adoption of electronic recordkeeping practices
• Conducts analysis of files stored in firm approved records repositories
• Provides guidance to firm personnel at all levels on the firm’s records management policy and information governance processes
• Drafts, reviews and/or presents proposals, project plans, status reports, metrics, and other information in a format and style appropriate for the intended audience
• Communicates directly with senior stakeholders and members of the Legal department and other partners; states areas of concern, addresses questions, and/or resolves outstanding issues with the appropriate parties
• Oversee Legal’s onboarding and offboarding processes, as they relate to records and information management
• Proposes new and improved workflows for client and administrative records retention review.
• Take the lead in generating and managing compliance and audit reports, including retention schedules and destruction logs, turning data into actionable insights
• Collaborate with IT teams to effectively manage, operate and maintain information technology systems, including the implementation of new records management policies and document management system retention guideline