Special Counsel, Transactions (M&A and Bank Partnerships)

Overview

This role supports the Transactions team within the Legal department. The position focuses on two connected areas:

• Corporate Development and Ventures, including mergers and acquisitions, strategic transactions, and venture investments
• Financial Partnerships, including agreements with banks and other financial institutions that support reserve, treasury, and payments operations

As needs arise, the attorney may also support select commercial transactions involving the organization’s products and services for banks and other financial institutions.

Under the direction of the Deputy Assistant General Counsel, Transactions, this is a senior individual contributor role and trusted advisor to internal stakeholders across Corporate Development and Ventures, Treasury, and Financial Partnerships.

Responsibilities

• Support mergers, acquisitions, divestitures, asset purchases, and other strategic transactions, including:
  • structuring
  • conducting due diligence
  • drafting definitive agreements
  • coordinating signing, closing, and integration matters
• Advise on joint ventures, minority and venture investments, strategic partnerships with an equity component, and other non-ordinary-course transactions, including:
  • term sheets
  • investment agreements
  • side letters
  • ancillary agreements
• Structure, draft, and negotiate agreements with banks and financial institutions supporting reserve, treasury, and payments operations, including:
  • deposit, custody and safeguarding
  • account control
  • cash management arrangements
• Serve as a trusted partner to internal teams by leading transactions that involve coordination across Legal, Regulatory, Risk, Compliance, Tax, Corporate Governance, Product, and other stakeholders, and coordinating with outside counsel where appropriate
• When needed, support select commercial transactions involving the organization’s products, services, or technology to banks and other financial institutions
• Develop and expand transaction templates, playbooks, diligence tools, processes, and metrics to improve speed, consistency, and effectiveness across recurring transaction types
• Help design and lead adoption of AI-enabled workflows across the Transactions team, including:
  • rethinking how transactional legal work is structured and delivered
  • using AI and other technology to improve diligence, contract review, issues lists, drafting, deal tracking, and other recurring workflows
  • experimenting with new approaches and scalable processes
  • reviewing and validating AI-assisted work product for accuracy, confidentiality, privilege, and risk

How This Role Uses AI

AI is expected to be a core part of day-to-day transactional work and to shape how the Transactions team operates in an AI-enabled environment. The role involves using AI to accelerate due diligence, assist with reviewing counterparty drafts against playbooks and prior positions, prepare first drafts of issues lists and term sheets, and keep deal trackers and precedent current.

The attorney remains fully responsible for outputs, including reviewing and validating AI-assisted work for accuracy and legal judgment, and protecting privilege, confidentiality, and material non-public information in accordance with organizational AI, security, and data policies.

Requirements

• J.D. or foreign equivalent and active membership in good standing of at least one U.S. State Bar
• 7+ years of transactional legal experience at a leading law firm, in-house legal department, or a combination of both
• Substantial experience with M&A and other corporate transactions and/or financial services transactions, including:
  • structuring transactions
  • drafting first-turn agreements
  • leading negotiations and diligence
  • independently driving complex matters through signing and closing
• Strong working knowledge of corporate and commercial law, practical business judgment, and the ability to coordinate legal, regulatory, tax, accounting, securities, and operational considerations while balancing legal risk, commercial objectives, and strategic goals
• Excellent written and verbal communication skills, strong ownership and organization, and the ability to manage multiple matters simultaneously in a fast-moving environment
• Demonstrated familiarity with and practical use of generative AI in legal or other professional workflows, including sound judgment on when and how to use AI, how to validate outputs, and how to protect privileged, confidential, and material non-public information in a public company environment

Preferred Qualifications

• Experience with banking, deposit, custody, safeguarding, treasury, or other financial services agreements and/or seller-side technology or financial services transactions involving regulated financial institutions, digital assets, stablecoins, payments, cross-border transactions, or other fintech businesses
• Experience building, implementing, or scaling AI-enabled workflows, including prompts, templates, playbooks, or tools for a legal team

Compensation & Benefits

• Base Pay Range: $200,000 - $262,500
• Starting pay is determined by various factors, including relevant experience, skill set, qualifications, and other business and organizational needs. Compensation ranges may differ for candidates in other locations.

Location

This role may have compensation differences based on location. No additional location details were provided.