OneDigital · 4 weeks ago
Contracts Legal Counsel
OneDigital is a financial services company that provides employer-based benefits and personalized financial planning. The Contracts Legal Counsel is responsible for providing contract-focused legal support, including drafting and negotiating a variety of legal agreements while ensuring compliance with regulatory obligations.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Draft, review, negotiate, and maintain client-facing agreements, including contracts with plan sponsors for fiduciary and non-fiduciary services
Draft, review, and negotiate vendor and fintech agreements, including technology licensing, SaaS agreements, data-sharing agreements, and implementation or integration contracts
Support general commercial contracting needs across the business, including NDAs, service agreements, consulting agreements, amendments, and contract renewals
Develop, maintain, and continuously improve standardized contract templates, clause libraries, and playbooks to support scalability and efficiency
Partner with internal stakeholders to identify legal, regulatory, operational, and reputational risks within contracts and recommend practical mitigation strategies
Collaborate with Compliance, Corporate Counsel, and practice leaders to ensure contractual terms align with regulatory obligations, internal standards, and business objectives
Provide contract-related guidance during client escalations, vendor disputes, and issue resolution efforts
Support due diligence and integration activities for mergers, acquisitions, and strategic partnerships, with a focus on contract review and risk assessment
Assist with privacy and data protection considerations within contracts, including confidentiality, data use, and data security provisions
Support the procurement of insurance policies, including errors and omissions (E&O) coverage and fidelity bonds, as applicable
Track and manage contract lifecycle processes, including approvals, execution, storage, and renewals
Stay informed on legal and industry developments affecting commercial contracts within financial services and provide guidance to internal teams as appropriate
Collaborate with internal teams to improve contracting workflows, processes, and tools to drive efficiency and consistency
Perform other duties and special projects as assigned
Qualification
Required
Strong foundation in commercial contract drafting, negotiation, and interpretation
Ability to quickly understand complex service offerings, technology solutions, and business models and translate them into clear contractual terms
Experience assessing and balancing legal risk with business objectives
Ability to draft and negotiate agreements that support scalability while protecting the organization from legal and financial exposure
Strong legal research and analytical skills
Excellent written and verbal communication skills, with the ability to explain legal concepts to non-legal stakeholders
High attention to detail and strong organizational skills
Ability to manage multiple priorities and deadlines in a dynamic environment
Strong interpersonal skills and a collaborative, solution-oriented approach
Ability to work independently with minimal supervision while maintaining high-quality work product
Commitment to professionalism, confidentiality, and ethical standards
Proficiency with Microsoft Word and Adobe Acrobat
Adaptability and comfort operating in a rapidly evolving business and regulatory environment
Juris Doctorate from an ABA-accredited law school
Admission, in good standing, to at least one state bar
Minimum 3 years of experience in a contracts-focused legal role, preferably for an investment advisory or brokerage firm
Preferred
Experience with contract management systems
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Recent News
Alternative Credit Investor
2026-01-24
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