Experience
7 yrs required
Location
New York City, NY, United States
Posted on
Nov 07, 2022
Profile
Wealth Management Share Plan Attorney, Executive Director or Vice President
The candidate will provide advice and counsel on a wide range of business-to-business commercial matters for its industry-leading share plan administration business. Will report directly to the Managing Director responsible for overall legal oversight of work. Work with cross-functional teams to review, draft, and negotiate a variety of commercial agreements, including technology, financial reporting, brokerage, licensing, consulting, confidentiality, and other financial services business agreements. Work collaboratively with colleagues in the Legal and Compliance Division and Risk Department responsible for **MEMBERS ONLY**SIGN UP NOW***.'s broker-dealer and bank entities to ensure that all necessary support, issue spotting, and advice and counsel are made available to the share plan business. Provide practical legal counsel and develop and present creative solutions to internal business issues by assessing potential risks, benefits, and consequences of decisions, with the goal of supporting the achievement of business objectives while effectively managing legal and practical business considerations. Efficiently manage a large volume and variety of agreements with competing deadlines and priorities, from simple amendments to complex agreements. Interface directly with various internal business units, including Technology, Information Security, Product, Operations, Sales and Service, and Finance. Represent the share plan business in negotiations and escalations with legal and non-legal representatives from a variety of private and public companies. Review marketing, communications, and educational materials.
Company info
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