Attorney – Asset Management Team (RP/IA)

Overview

This role involves serving as an Attorney within the Asset Management Group Transactional Legal Team. The position supports a range of business clients involved with employer-sponsored retirement plans, stable asset investment products, and individual annuities. The attorney will provide legal advice and counsel to stakeholders, ensuring compliance and alignment with business objectives.

Responsibilities

• Provide legal advice and counsel to diverse business stakeholders including Sales, Operations, and Client Services to ensure compliant retirement plan designs and strategies.
• Draft clear, defensible contractual language that accurately reflects stakeholder intent.
• Monitor potential legislation and regulatory developments, communicating updates proactively to stakeholders.
• Collaborate with stakeholders to understand business requirements and deliver comprehensive legal advice supporting informed decision-making.
• Identify potential risks and outcomes, balancing legal considerations with business goals to provide strategic guidance.

Requirements

• Juris Doctor (JD) degree and active bar membership.
• Minimum of two years of relevant legal experience or equivalent combination of education and experience.
• Knowledge of the retirement plans industry, including expertise in ERISA, Tax Code, securities law, and state insurance law preferred.
• Experience with group annuity or insurance product development is a plus.
• Strong communication skills with the ability to provide clear legal advice and deliver presentations understandable to non-technical audiences.
• Experience partnering closely with internal clients to identify business needs, assess risks, and communicate effectively.

Preferred Qualifications

• Demonstrated ability to work collaboratively within a legal team and across business units.
• Customer-focused approach with a history of strategic partnership to prioritize business needs.
• Ability to produce concise, persuasive legal work and utilize effective advising skills.
• Adaptability to fast-paced environments with creative problem-solving capabilities.
• Commitment to continuous improvement and innovative thinking.

Compensation & Benefits

• Salary range: $127,500.00 - $186,750.00, based on education, experience, skills, and market data.
• Annual incentive bonus plan eligibility subject to program rules and performance.
• Comprehensive benefits package including medical, dental, vision coverage, and 401(k) plan with company matching.
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Paid parental leave and adoption/surrogacy assistance.
• Employee giving program with donation matching to eligible nonprofits and schools.
• Supportive management and opportunities for career growth.

Location

Details regarding the work location are not specified in the description.

Additional Information

• Employment is subject to a criminal background check, education and licensing verification, and the ability to be bondable.
• The employer is an Affirmative Action/Equal Opportunity employer and considers qualified applicants without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, veteran status, or other protected conditions.
• The organization maintains a drug- and alcohol-free work environment.
• Applicants with arrest and conviction records will be considered in accordance with applicable laws and regulations.