InvestCloud, Inc. · 2 days ago
VP Associate General Counsel
InvestCloud, a global leader in wealth technology, is seeking a VP Associate General Counsel to enhance their internal legal team. This role focuses on providing legal support for commercial contracts, litigation, and risk management, while collaborating with various business units to drive efficiency and compliance.
Cloud ManagementFinancial ServicesFinTechOutsourcingSoftware
Responsibilities
Provide legal support across the firm with a primary focus on commercial contracts, litigation and risk support and general corporate law
Negotiate, draft and finalize commercial, SaaS subscription and related agreements for the sale of InvestCloud’s products in the U.S. and internationally, and provide assistance as needed on partner, vendor and other commercial contracts
Oversight and management of litigation and dispute management at InvestCloud, working in collaboration with legal and business colleagues to effectively mitigate risk, control costs and support delivery of business objectives
Collaborate with sales, finance and legal colleagues to identify and drive practices to increase throughput and efficiencies in revenue production
Ensure compliance with company policies and procedures when working with other business stakeholders on deals and projects
Assist with other legal and compliance matters as needed
General legal research and support
Qualification
Required
JD degree and member in good standing of bar within a U. S. State
Minimum of 10 years' experience; demonstrating a mix of commercial, corporate and litigation experience, with strong preference for candidate with law firm and in-house experience, and experience managing legal processes and professionals
Substantial relevant experience managing SaaS subscription deals and working with members of the sales team to drive deals from inception to close
Experience establishing efficient practices to drive efficient operations within legal department
Broad exposure to U.S. data privacy laws and regulations and working knowledge of international data privacy frameworks (e.g., GDPR)
Knowledge and experience in IP law, including aspects of SaaS delivery models
Strong business acumen with ability to align legal strategies with business goals
Eagerness to help and to find creative ways to solve problems for business teams
Excellent writing, oral communication, organizational, interpersonal and project management skills
Eager to take on challenges and learn new skills and areas of law and business
Ability to work with limited oversight and manage time and relationships
Comfortable navigating complicated and nuanced legal issues
Benefits
Medical/Rx
Dental
Vision
Disability
Life/AD&D insurance plans
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
Health advocacy
Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
401(k) retirement savings plan with company match
Paid time off
Company
InvestCloud, Inc.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.
Funding
Current Stage
Late StageTotal Funding
$54.06MKey Investors
Kern Whelan Capital
2021-02-02Private Equity
2016-09-21Private Equity
2015-10-08Series B· $45M
Leadership Team
Recent News
2025-12-06
2025-09-25
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