Choreo · 3 days ago

Associate General Counsel

United States

Full-time

Remote

Senior Level, Lead/Staff

12+ years exp

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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.

Qualification

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Active license to practice lawMergersAcquisitionsContract managementWealth managementMicrosoft Office SuiteEnterprise CRM systems

Required

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.