Description:
Who We Are Looking For:We are seeking a collaborative, business-minded legal professional who thrives in a fast-paced environment. The ideal candidate brings sound judgment, clear communication, and the ability to balance legal risk with practical business guidance. This person will partner closely with leadership and business teams across An Investment Management Firm and affiliated companies.
About the role:
The Assistant Corporate Counsel provides legal support across multiple areas of the business, including contract management, risk mitigation, regulatory compliance, and M&A activity. Reporting directly to the Chief Legal Officer, this role supports both day-to-day legal needs and long-term strategic initiatives as the firm continues to grow, including support for affiliated Sammons Financial Group Wealth Management Division companies Beacon Capital and Wealthcare.
What you will do:
- Draft, review, and negotiate a variety of commercial contracts including SaaS agreements, vendor agreements, NDAs, licensing deals, and channel partner agreements
- Oversee contract lifecycle management processes
- Assist in legal due diligence, documentation, and integration efforts related to mergers and acquisitions
- Coordinate with outside counsel to support deal execution, regulatory review, and post-close integration
- Serve on the firm's Risk Management Committee, assessing legal risks and providing strategic recommendations
- Oversee corporate insurance policies and renewals
- Monitor and interpret laws and regulations related to data privacy, cybersecurity, and intellectual property (e.g., GDPR, CCPA)
- Provide legal guidance and operational support to affiliated companies including Beacon Capital and Wealthcare
- Collaborate with leadership teams across An Investment Management Firm and affiliates to ensure legal consistency, compliance alignment, and shared best practices
- Partner with external counsel on employment matters, litigation, contract negotiation, regulatory issues, and new business lines
- Handle ad hoc legal matters and contribute to cross-functional special projects
- Assist in corporate restructuring efforts to mitigate risk and optimize the company for scale
What you bring:
- Juris Doctor (J.D.) from an accredited law school
- Active license to practice law in at least one U.S. jurisdiction
- 4–6+ years of legal experience (in-house or law firm) preferred
- Background in commercial contracts, M&A, and regulatory compliance
- Strong grasp of contract law and legal risk assessment
- Experience working with Registered Investment Advisory (RIA) firms preferred
- Excellent written and verbal communication skills
- Strong business acumen and ability to provide practical legal guidance
- Exceptional attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
