Description

Envestnet is seeking a passionate and talented Senior Legal Counsel to join our Legal team.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life.

Job Summary

As Senior Legal Counsel, the candidate will be responsible for leading transactions, project management, identifying advantageous regulatory structures and working collaboratively with stakeholders across all departments. A successful candidate will be comfortable working in a fast-paced environment, interacting with senior level management and providing support for the day-to-day guidance and legal advice for all aspects of the business.

Job Responsibilities

Draft, negotiate, and review financial technology services agreements and complex commercial transactions
Serve as subject matter expert and trusted legal advisor to all departments to assure compliance with applicable laws, regulation and contract terms
Establish successful working relationships and foster collaboration amongst teams, such as Sales, Product, Operations, and Finance, to achieve organization-wide goals and strategic initiatives
Leverage expert knowledge of financial services regulations, privacy and data security
Provide legal support in corporate structuring and mergers and acquisitions
Provide advice, education, and legal direction to internal stakeholders, distilling complex legal issues into helpful frameworks or reference guides
Understand and support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Adhere to and apply Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested

Required Qualifications

Juris Doctor from an ABA accredited law school
Member in good standing of a state bar
Excellent drafting, analytical and project management skills
Proven ability to understand business needs and requirements
Ability to effectively engage and communicate with all levels of the organization, including senior executive levels

Preferred Qualifications

Minimum of 7 years of legal experience in Fintech SaaS contract drafting and negotiation
Experience in the areas of data security, privacy regulation, RIA/BD/ERISA regulation or financial services experience a plus.
Mature judgment, critical thinking and decision-making skills
Excellent organizational skills with the ability to multi-task

About Us

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet

Be a member of a leading financial services and products innovation company
Competitive Compensation/Total Reward Packages that include:
1. Health Benefits (Health/Dental/Vision)
2. Paid Time Off (PTO) & Volunteer Time Off (VTO)
3. 401K – Company Match
4. Annual Bonus Incentives
5. Equity
6. Parental Stipend
7. Tuition Reimbursement
8. Student Debt Program
9. Charitable match
10. Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
The best work locations with unlimited snacks!

Salary

The annual base salary range for this position is $148,000 to $222,000.

Envestnet is an Equal Opportunity Employer.

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Envestnet, Inc

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Senior Legal Counsel