Senior Counsel, Strategic Growth

Summary

Join Wealth.com as a Senior Counsel, Strategic Growth, and become a trusted legal expert and strategic advisor for all customer-facing functions. You will leverage your deep estate planning and wealth transfer expertise to represent the company at industry events, establishing Wealth.com as a thought leader. Collaborate with the growth team and Chief Legal Officer to close deals and implement compliance and security initiatives. This role demands strong time management, project management, and cross-functional collaboration skills. It's a unique opportunity to drive innovation and significantly impact the company's industry position. You will develop a thorough understanding of Wealth.com's product lines and effectively communicate legal aspects to various stakeholders. This position requires a proactive, entrepreneurial mindset and a passion for legal technology and AI.

Requirements

• J.D. degree from an American Bar Association accredited law school
• Active law license in at least one U.S. state, in good standing
• Minimum 3 years of experience as a practicing attorney
• Strong experience, specifically within trusts and estates
• Ability to travel at least once a month for two to five business days (U.S. only) to engage with prospects and customers
• Strong communication skills (written and verbal) and ability to articulate complex legal concepts to non-attorneys
• Proactive, entrepreneurial and problem-solving mindset with a passion for new areas of business and technology development in legaltech and artificial intelligence
• Excellent judgment and aptitude for optimization given ambiguous and imperfect information
• A natural leader and resourceful self-starter who excels at driving projects to completion, adeptly balancing competing objectives, learning rapidly, and thinking creatively
• Ability to collaborate with and build strong relationships across departments
• Demonstrated experience in business development and/or a strong desire to be a public-facing advocate for wealth.com

Responsibilities

• Develop deep understanding of all wealth.com products lines and be able to explain the legal concepts and considerations that underpin those products to purchasers, wealth advisors, and our non-attorney employees
• Roll out strategic initiatives for regulatory compliance of our customers and our company (e.g., data privacy, data security, and legal ethics), in collaboration with the growth, product, and security teams
• Command the stage; lead webinars, publish thought pieces, and create marketing content about a wide range of estate planning topics
• Participate in the end-to-end sales process, including attending trade shows and industry events, submitting responses to RFPs, attending demos and reviewing and negotiating commercial contracts (with the Chief Legal Officer and outside counsel)
• Stay up-to-date on laws and regulations trusts and estates, wealth transfer and tax-driven planning, to help wealth.com adapt to, and capitalize on, changing regulatory environments

Preferred Qualifications

• Commercial contracting
• Data privacy
• Investment Advisor Regulation and Compliance

Benefits

• Competitive Salary
• Fully remote, flexible work environment. We do however meet together in person several times a year
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid Parental Leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire
• Free estate planning!
• $160,000 - $210,000 a year