Overview
This client-facing legal role involves supporting mergers and acquisitions, dispute resolution, financial services contract review, and general legal projects. The position requires a self-starter with strong relationship-building skills and a polished, personable demeanor.
Responsibilities
- Assist in due diligence and integration of acquisitions, including identifying risks and integration priorities
- Develop legal and compliance training for new merger partners in collaboration with legal and operations teams
- Identify and implement process improvements for the M&A function
- Support triage of pre-litigation errors and omissions issues, assisting corporate claims and litigation teams as needed
- Review investment consulting contracts and analyze legal aspects of RFP terms and conditions for the Registered Investment Advisor business
- Support the RFP business team in submitting legal exceptions to RFPs
- Manage various legal projects for the legal team and General Counsel
- Develop and maintain strong relationships with internal and external stakeholders
Requirements
- Juris Doctor (JD) degree
- Minimum 5 years of relevant experience in contract drafting and negotiation, either at a law firm or in-house
Preferred Qualifications
- Active membership in good standing with a U.S. Bar
- Ability to thrive in a fast-paced environment
- Strategic business acumen combined with strong legal skills
- Self-directed, initiative-driven, and goal-oriented
- Excellent interpersonal skills and experience working with diverse teams
- Strong communication and negotiation skills
- Proficient drafting abilities
Compensation and Benefits
- Competitive base salary, influenced by experience, education, geography, and other factors
- Medical, dental, and vision plans starting from day one
- Life and accident insurance
- 401(k) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Additional benefits including digital mental health services, flexible work hours (varies by location and role), training programs, wellness initiatives, charitable matching gift program, and more
Note: Benefits details apply to full-time positions; part-time benefits will be provided during the selection process.
Location
Details regarding the work location and flexible work arrangements will be provided during the hiring process.