Lead Counsel

Profile

Lead Counsel - Wealth and Investment Management Investment Solutions
The candidate will serve as senor lawyer advising the business on a complex offering of investment advisory wrap fee programs to retail clients, particularly Rep as Portfolio Manager/FA Directed programs and Unified Managed Account programs. Provide guidance to WFII, in its capacity as the Chief Investment Office, on a variety of issues related to ESG investing, development and distribution of investment guidance and related research, creation and offering of model portfolios and due diligence best practices. Provide advice on legal and regulatory issues impacting investment advisers, particularly those that are dually registered. Collaborate closely with lawyers on the same team and across the WIM legal division, as well as members of the Compliance and Risk teams. Lead complex initiatives with broad impact and act as a key participant in large scale planning. Handle matters that have a significant impact on the Company's operations, strategies, or profitability. Provide legal advice on matters for management of the Corporation and its subsidiaries. Serve as a legal advisor to the businesses. Review and analyze complex large scale or long term challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors. Represent of the Company in highly complex litigation, negotiations, settlement discussions, and claims related legal issues. Manage highly complex claims and litigation. Draft complex legal documents, review and negotiate documents prepared by outside counsel. Identify and analyze complex legal issues, develop conclusions and make recommendations for issue resolution. Provide substantive legal advice on matters for more experienced management of the Corporation. Develop and lead the implementation of strategic business initiatives, and lead work team to meet deliverables and drive new initiatives. Educate, train, and supervise less experienced attorneys within the Legal department. Collaborate strategically with peers, colleagues and mid-level to more experienced managers to resolve issues and achieve goals. Lead projects, and teams or serve as a peer mentor. Develop relationships with and provide guidance to more experienced leadership, including executive officers, on issues that may present legal, regulatory, compliance, or reputational risk to the Company. Partner with business leaders and management of other corporate departments to develop and implement risk management programs.

Company info

Sign Up Now - EmploymentCrossing.com