In-House Counsel, M&A

Overview

A financial technology platform company specializing in AI-driven wealth management, investment management, and financial wellness solutions is seeking a senior In-House Counsel, M&A on a contract basis. The organization operates multiple business entities and is transitioning from traditional SaaS offerings to AI-native solutions in financial services. This role supports strategic growth initiatives, acquisitions, investments, and complex transactional matters.

Responsibilities

• Support mergers, acquisitions, strategic investments, and complex corporate transactions across multiple business lines
• Assist with technology acquisitions, AI-focused transactions, strategic partnerships, acqui-hires, and venture-style investments
• Draft, review, and negotiate purchase agreements, investment documentation, partnership agreements, and related transaction materials
• Lead and coordinate due diligence efforts, transaction execution, and post-transaction integration support
• Advise executive leadership on transaction structure, legal risk, and strategic business initiatives
• Coordinate with and manage outside counsel as needed
• Support subsidiary structuring, intercompany matters, governance, and broader strategic corporate transactions within a holding-company environment
• Utilize AI-native legal workflows and technology-enabled legal operations to improve efficiency and execution

Requirements

• Juris Doctor (JD) from an accredited law school
• Active U.S. bar membership in good standing
• 10+ years of experience practicing M&A, corporate transactional, or strategic transactions law
• Significant experience handling private-company acquisitions, strategic investments, and growth-stage corporate transactions
• Experience operating within fast-paced startup, fintech, SaaS, AI, or growth-stage technology environments
• Demonstrated experience utilizing AI-native legal workflows and modern legal technology tools in legal practice
• Strong drafting, negotiation, analytical, and executive communication skills
• Ability to operate independently within a lean, high-performance legal environment

Preferred Qualifications

• Prior in-house counsel experience
• Experience supporting venture-backed or emerging growth companies
• Fintech, wealth management, financial services, AI, or technology industry experience
• Experience working directly with executive leadership and strategic business teams

Compensation & Benefits

• Contract position (3 months to start with potential extension)
• Remote work
• Compensation: $125-$175 per hour (W2)
• Full-time commitment: 40 hours per week, Monday to Friday, standard daytime hours
• Reports directly to the COO & General Counsel

Location

Remote