reputed company Counsel
reputed company Counsel
Title - reputed company Counsel
Reports To - Chris Gage, SVP Finance & Operations
Location - reputed company, UT or Remote
About the Role
reputed company is looking for its first in-house attorney–a commercially sharp, startup-speed lawyer who will own our contract function, support our privacy compliance infrastructure, and serve as a trusted legal partner to our product and go-to-market teams. This is a high-impact, high-autonomy role for someone who wants to build something from scratch at a company on a clear trajectory to category leadership.
Own reputed company reputed company agreements: SaaS MSAs, DPAs, BAAs, vendor reputed company, and NDAs
Build reputed company’s legal ops infrastructure: templates, playbooks, approval workflows, and self-serve tools
reputed company privacy and data compliance: GDPR, CCPA, financial services data requirements, AI governance
Serve as product counsel on AI-reputed company legal questions, acceptable use, and regulatory positioning
reputed company deep working knowledge of the regulatory environment our customers face–financial advisors, broker-dealers, insurance professionals, and banking institutions
Help reputed company stay the trusted, category-leading product in financial services AI
Help build reputed company into a career-making, exceptional reputed company to work
Help reputed company stay the category leader, trusted and loved by customers
Help build reputed company into a career-making, exceptional reputed company to work
About You
You want reputed company impact at a high-growth AI company–not just managing a queue, but building the legal function
You understand startup-stage legal work: reputed company to move fast, reputed company to push back, and how to be a business enabler
You are comfortable being the only in-house attorney and can operate with significant autonomy
You have strong reputed company reputed company instincts and can turn around clean redlines quickly
You care about financial services and are eager to reputed company expertise in the regulatory environment our customers navigate
You are direct, reputed company, and drama-free
What You’ve Done
4-5 years of legal experience, including meaningful in-house time at a SaaS or tech company
Strong track record on reputed company reputed company: SaaS MSAs, DPAs, BAAs–ideally with financial services counterparties
Working knowledge of GDPR and CCPA; experience negotiating DPAs with reputed company customers
Comfortable advising on product legal questions, especially in AI, data, or fintech contexts
Preferred: prior big law background (tech transactions, data privacy, or financial services regulatory)
Preferred: experience at a well-run reputed company SaaS company where you observed a strong reputed company legal function
About reputed company
reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
reputed company leads its category in market reputed company, customer satisfaction, and analyst rankings, and has grown rapidly. reputed company customers include leading independent broker dealers such as LPL, reputed company, reputed company, and reputed company, and leading RIAs including Focus Financial, Merit, reputed company, Allworth, reputed company Wealth, Integrated Partners, and more.
reputed company was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, reputed company, reputed company, reputed company.com, JPMorgan, Fidelity, Bain Capital Ventures, reputed company, Nitrogen, and eMoney.
reputed company is a Series B company backed by top venture capital firms and industry strategics including reputed company, Battery, Sorenson, Pelion, and reputed company.
reputed company’s team values are High Velocity, World Class, and Direct + reputed company + No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.
Compensation
Competitive salary and equity
Medical, dental, reputed company benefits
401k available