Legal Hold Specialist

Join us as a Legal Hold Specialist and play a critical role in managing the end-to-end lifecycle of legal holds within a global financial services environment. This position partners closely with Legal, business technology teams, and Records Management teams to ensure proper identification, preservation, and defensible handling of data. You will act as a subject matter expert in Discovery and disposal holds, advising stakeholders on best practices and regulatory requirements. The role also involves driving process improvements, supporting lawyers, and overseeing legal hold solutions. This is an excellent opportunity for a detail oriented professional to influence enterprise-wide data governance and legal risk mitigation strategies.

To be successful as a Legal Hold Specialist, you should have:

• Experience in eDiscovery, legal hold, or records management, ideally within a financial services or regulated environment

• Proven understanding of legal hold lifecycle, including identification, preservation, and release processes

• Ability to partner with attorneys, compliance, and records management teams to scope and manage legal holds

• Knowledge of regulatory frameworks related to data retention and disposal obligations

Other highly valued skills include:

• Experience working with or supporting litigation and legal hold platforms

• Stakeholder management and communication skills, with the ability to influence cross functional teams

• Demonstrated ability to analyze processes and recommend improvements for efficiency and risk reduction

• Problem solving, organizational, and multitasking skills in a fast-paced environment

This role is located in Whippany, NJ.

Minimum Salary: $110,000

Maximum Salary: $155,000

The minimum and maximum salary/rate information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances.

This position is eligible for an incentive award.

Purpose of the role

To manage eDiscovery matters and drive eDiscovery strategy on matters with internal and external stakeholders, advising legal and other teams on challenges related to identification, preservation, retrieval, culling, analysis and use of data. Provide comprehensive technical expertise for data preservation, retrieval and culling exercises bank wide. Also responsible for supplier management of eDiscovery vendors, management of external eDiscovery spend by vendors and law firms, and relationship management of eDiscovery suppliers (including maintenance of data security and privacy) and collaboration cross functionally on various bank-wide initiatives that impact eDiscovery processes as well as ensuring that eDiscovery activities are aligned with the bank's overall goals and objectives. 

Accountabilities

• Partnership with internal stakeholders, outside counsel and eDiscovery suppliers throughout lifecycle of a matter to oversee matter activities, ensuring best practices are implemented with an eye to advocacy, reduction of risk and management of costs.
• Management of eDiscovery matters, including identification and preservation of relevant data sources, retrieval, search, processing of data, analysis/ review of data for production of data in response to legal or regulatory requests as well as internal investigations and proactive compliance matters.
• Management of Disposal Hold and Defensible Disposal processes as well as eDiscovery activities in compliance with records and data management standards, including those related to data protection and data retention.
• Developing and delivering training programmes to educate employees on legal and regulatory requirements related to eDiscovery and disposal hold processes.
• Relationship management with eDiscovery vendors, including selecting and retaining vendors, negotiating contracts, and ensuring that vendors provide high-quality eDiscovery services. This includes security and privacy requirements.
• Development and implementation of eDiscovery and disposal hold policies and procedures.
• Collaboration on strategic initiatives and projects to reduce cost and risk associated with the use of electronic data.
• Collaboration and/or consultiion with internal and/or external parties to leverage technology to increase efficiency during the retrieval process for new and existing e-comms data sources.
• Management and implementation of retrieval according to standard operational procedures for centralised data sources as well as preservation processes.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.