Retired.com · 19 hours ago
Senior Counsel
United States
Full-time
Remote
Senior Level
$150K/yr - $200K/yr
5+ years expRetired.com is on a mission to simplify retirement and financial decision-making for individuals and families. The Senior Counsel, Trust and Retirement Platforms is responsible for providing legal guidance across the company's self-directed IRA and trust platform ecosystem, ensuring compliance and supporting product development and innovation.
Financial Services
No H1B
Responsibilities
Review, draft, and maintain customer-facing disclosures, agreements, and platform terms
Ensure documentation clearly reflects a self-directed, non-discretionary, and non-advisory service model
Advise on fiduciary roles, custodial responsibilities, and allocation of risk across platforms
Support legal matters related to self-directed IRAs, including custodial structures and prohibited transaction considerations
Partner with product, engineering, operations, compliance, and marketing teams on product launches and enhancements
Review marketing materials and customer communications to ensure legal accuracy and risk alignment
Provide practical, business-oriented legal guidance that supports innovation and scalability
Help develop, document, and maintain internal legal policies and procedures supporting compliant platform operations
Advise on legal considerations related to regulated trust company and custodial environments
Identify emerging legal risks and partner with stakeholders to mitigate exposure proactively
Serve as a trusted legal advisor to cross-functional leaders and senior stakeholders
Own and drive legal workstreams for complex, cross-functional initiatives
Contribute to building a scalable, well-controlled legal function as Retired.com grows
Qualification
Required
Juris Doctor (JD) from an accredited U.S. law school
Active bar membership in at least one U.S. jurisdiction
5–8+ years of legal experience in fintech, financial services, trusts, or retirement platforms
Experience drafting and reviewing customer disclosures, agreements, and platform terms
Working knowledge of self-directed IRAs, custodial frameworks, fiduciary obligations, and prohibited transaction rules
Strong drafting skills and ability to collaborate effectively across teams
Preferred
In-house counsel experience at a fintech, trust company, custodian, or IRA platform
Experience supporting digital asset or alternative investment products
Exposure to regulated trust company environments
LLM in Taxation or Trusts & Estates
Company
Retired.com
We're on a mission to help Americans achieve financial freedom.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase