Associate General Counsel

Summary

Join us at Choreo as we seek a dynamic and experienced Associate General Counsel (AGC) to lead our day-to-day legal operations in partnership with the General Counsel.

Requirements

• Juris Doctor (JD) and a bachelor’s degree are required
• Active license to practice law
• A minimum of 12 years of experience in wealth management or financial services
• Proficient in technology applications, including Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and enterprise CRM systems
• Exceptional presentation skills with the ability to influence stakeholders at all levels through clear, informed, and logical discussions and presentations
• Strong interpersonal skills with a collaborative and approachable style, fostering teamwork and open communication
• Proven ability to solve complex problems collaboratively and maintain confidentiality

Responsibilities

• Draft and review legal contracts related to mergers and acquisitions, non-disclosure agreements, advisory contracts, vendor contracts, employment agreements, corporate governance, real estate contracts and custodian agreements with precision and attention to detail
• Conduct thorough research on legal issues pertinent to advisory services, Department of Labor regulations, insurance, and other business segments within Choreo
• Oversee the management and optimization of our contract management system to ensure compliance and efficiency
• Manage firm-wide litigation matters in collaboration with outside counsel, ensuring effective resolution and strategic direction
• Address legal and compliance challenges within our insurance agency operations, maintaining adherence to industry regulations
• Collaborate closely with the General Counsel and external legal advisors on various legal matters, ensuring alignment and strategic oversight
• Travel to various Choreo offices as necessary to provide support and maintain strong relationships across the organization

Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave