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JPMorgan Legal Records Management Lead 
United States, Delaware 
965897588

Yesterday

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.


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)