Senior Counsel, Strategic Growth

Senior Counsel, Strategic Growth

About the Company

Innovative estate planning platform for financial institutions

Industry

Financial Services

Type

Privately Held

Founded

2021

Employees

51-200

Specialties

• estate planning technology for advisors and artificial intelligence (ai)

About the Role

The Company is in search of a Senior Counsel, Strategic Growth to join their dynamic team. The successful candidate will be a key player in the company's hyper-growth, acting as a trusted legal expert and strategic advisor to customer-facing functions. This role goes beyond traditional legal responsibilities, as the Senior Counsel will be at the forefront of innovation, shaping the future of legal technology and estate planning. Responsibilities include developing a deep understanding of the company's product lines, rolling out strategic initiatives for regulatory compliance, and actively participating in the sales process. The ideal candidate will have a J.D. degree, a minimum of 3 years' of legal experience, and a strong background in trusts and estates.

The role demands a proactive, entrepreneurial mindset, excellent communication skills, and the ability to collaborate across departments. The Senior Counsel will also be involved in thought leadership activities, such as leading webinars, publishing articles, and creating marketing content. A strong legal background in areas such as commercial contracting, data privacy, and investment advisor regulation is a bonus. The candidate should be a natural leader, adept at driving projects to completion, and have a passion for new business and technology development, particularly in legal tech and artificial intelligence. The position offers a unique opportunity to influence the company's position in the industry and to be part of a team that is dedicated to providing modern, comprehensive estate planning solutions.

Hiring Manager Title

Chief Legal Officer

Travel Percent

Less than 10%

Functions