Deputy Chief Legal Officer, Kuvare Strategic Investments

Deputy Chief Legal Officer, Kuvare Strategic Investments

Be among the first 25 applicants.

About Kuvare

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.

Kuvare Family of Companies

United Life Insurance Company

Guaranty Income Life Insurance Company

Lincoln Benefit Life

Institutional Insurance

Kuvare Life Re

Bespoke Insurance Solutions

Ignite Partners

About the Role

The Deputy Chief Legal Officer will join Kuvare’s investments unit – known as Kuvare Strategic Investments (KSI) – which is tasked with managing Kuvare’s $40+ billion investment portfolio, including supervision and monitoring of external advisers. The successful candidate will be primarily responsible for supporting the KSI business team in connection with the origination and management of private debt and equity transactions, including reviewing and negotiating transaction documents, assisting in deal structuring, and advising with respect to amendments, waivers and consents. In addition, the Deputy Chief Legal Officer will (a) support all KSI compliance activities, including developing and implementing policies and procedures, (b) assist with corporate governance activities, including preparing committee charters, and drafting resolutions and consents; and (c) advise on special projects, including capital raises, reinsurance and M&A activity. This is a dynamic, high-profile position for a self‑starting lawyer willing to take on new and challenging projects.

What You’ll Do

Support the KSI business team to structure, negotiate and close private credit and equity transactions across a variety of asset classes, including corporate private placements, structured finance, and private equity and venture capital, with a focus on optimizing capital efficiency.

Lead KSI’s investments compliance function, including designing and implementing all investment compliance policies and procedures, the KSI Code of Ethics, conducting periodic team trainings, overseeing the quarterly compliance certification process, monitoring KYC / sanctions screening processes, and serving as a member of the investment compliance committee.

Maintain KSI’s governance framework, including refining and overseeing KSI’s committee structure, preparing charters, organizing and leading committee meetings, and overseeing the maintenance of minutes and meeting materials.

Manage all legal and compliance aspects of Kuvare’s external investment advisor relationships, including negotiating investment management agreements, vetting new product offerings, overseeing guideline compliance / breach resolutions, and resolving conflicts and consent requests.

Review and negotiate derivatives contracts for Kuvare’s domestic and Bermudan insurance entities.

Collaborate with KSI’s operations team and Kuvare’s treasury department to facilitate trade management and settlement activities, and oversee all secondary trades of private assets.

Work with paralegal and junior legal staff to draft, review and negotiate vendor agreements, corporate leases, non-disclosure agreements, non-reliance letters, and other non-investment agreements.

Support the Kuvare enterprise in connection with special projects, including M&A and capital raising activities, enterprise liquidity programs and facilities, reinsurance and sidecar transactions, and regulatory examinations.

Remain abreast of all pertinent legal and regulatory developments impacting Kuvare’s investment operations, including NAIC / SVO updates, changes in insurance law and new court decisions.

Provide advice on investment advisory, insurance company regulatory, and other legal matters, and strategic guidance to KSI and Kuvare leadership regarding all investment related matters.

Qualifications

Juris Doctorate from an accredited law school.

Admitted to practice before a state bar.

7+ years of relevant experience with a law firm or in‑house at a financial institution, with subject matter expertise in private placements and loan transactions; structured finance (including private ABS); private equity and other investment funds, rated note structures, commercial real estate loans, residential credit (including residential whole loans and single‑family rental), and / or derivatives transactions; and deep knowledge / familiarity with investment advisory and / or insurance company investment regulations.

Demonstrated leadership abilities.

Ability to manage outside counsel and internal budgets effectively and efficiently.

Superior verbal and written communication and presentation skills, with a strong executive presence.

Proven business acumen and executive presence.

Excellent organizational skills, with ability to complete projects and other assignments efficiently and timely.

Strong customer service orientation.

Ability and desire to work in an environment that emphasizes information sharing, collaboration, teamwork, mutual respect and integrity.

Seniority level

Executive

Employment type

Contract

Job function

Legal

Industries

Insurance

#J-18808-Ljbffr