Overview
The Corporate Counsel provides legal guidance and support across a broad range of business activities to help effectively manage legal, regulatory, and contractual risks. This role partners closely with internal stakeholders to support strategic initiatives, business operations, and corporate objectives through practical, business-oriented legal advice. The position involves collaboration with business leaders, outside counsel, and cross-functional partners to support enterprise priorities while ensuring compliance with applicable laws, regulations, and company policies.
Responsibilities
- Provide legal guidance and support for a broad range of investment transactions, including debt and equity investments, private credit, structured assets, and other private asset classes.
- Partner with investment stakeholders to negotiate, draft, review, and document investment-related agreements such as subscription documents, side letters, and confidentiality agreements.
- Offer legal analysis and practical guidance related to legal, regulatory, and business issues impacting investment activities.
- Maintain awareness of applicable laws, regulations, and industry developments, assessing potential impacts and communicating recommendations.
- Support investment-related regulatory, compliance, and transactional initiatives as needed.
- Review, draft, negotiate, and support vendor contracts and commercial agreements across various business areas.
- Collaborate with sourcing and business teams to support contract implementation and resolve legal issues.
- Develop and maintain standard agreement templates and related guidance materials.
- Provide guidance on evolving legal, regulatory, and contractual considerations impacting vendor relationships and agreements.
- Collaborate with internal stakeholders across Legal, Compliance, Investments, Sourcing, and business functions to support enterprise initiatives.
- Serve as a legal resource and liaison for corporate projects, legal matters, and cross-functional activities.
- Support efficient legal operations through organization, prioritization, and proactive issue resolution.
- Assist with legal process improvements, documentation management, and administrative support activities.
- Provide legal support and guidance for institutional markets initiatives and related business activities.
- Develop working knowledge of company products, operations, and procedures to effectively support business objectives.
- Support funding agreement backed note (FABN) activities and related ongoing maintenance requirements.
- Coordinate with and manage outside counsel as needed to support business initiatives and legal matters.
- Lead or support special departmental and corporate projects as assigned.
- Provide support to senior legal leadership on strategic initiatives and legal matters.
- Coordinate activities with outside counsel, regulators, and other external partners as appropriate.
Supervisory Responsibilities
- This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.
Knowledge, Skills & Abilities
- Strong legal research, analytical, and problem-solving capabilities.
- Excellent written and verbal communication skills with the ability to communicate complex legal concepts clearly and effectively.
- Strong negotiation, influencing, and interpersonal skills.
- Ability to manage multiple priorities and projects in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Ability to work independently while exercising sound judgment and decision-making.
- Collaborative approach with the ability to build effective working relationships across functions and leadership levels.
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and related tools.
- Ability to identify process improvement opportunities and support operational efficiencies.
- Ability to adapt effectively to changing business needs and priorities.
Minimum Qualifications
- Juris Doctor (JD) degree from an accredited law school.
- 5+ years of relevant experience.
- Legal and/or compliance experience within the financial services industry.
- Experience supporting investment transactions, commercial agreements, and regulatory compliance activities.
Preferred Qualifications
- 8+ years of relevant experience.
- Experience within the insurance, life insurance, or annuity industry.
- Familiarity with investment-related legal and regulatory frameworks.
- Experience supporting institutional markets or complex investment structures.
Other Requirements
- This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
- Perform other functions, duties, and projects as assigned.
- Regular and punctual attendance.
- Ability to travel up to 25% of the time.
Location & Work Environment
- Flexible work arrangements are available, including in-office, hybrid, and remote options, to be determined in collaboration with leadership during the hiring process.
Equal Opportunity & Accommodations
- The organization complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities, unless such accommodation would cause undue hardship.
- Reasonable accommodations are available to participate in the job application or interview process upon request.