[Hiring] Assistant General Counsel, Retirement Solutions @Inspira Financial

Role Description

The Director, Assistant General Counsel will report to the Associate General Counsel in the Legal Department. The position will provide legal advice and guidance on a wide variety of commercial, contractual, and regulatory legal matters, with a focus on individual retirement accounts (IRAs), and will be the subject matter expert for the Company's self-directed IRA and fund custody product lines.

• Provide day-to-day support to the Company's self-directed IRA and fund custody product lines, focusing on the custody of alternative assets.
• Advise on new product offerings, enhancements to existing products, and other operational changes, and resolve accountholder matters.
• Structure, draft and negotiate contracts for retirement and wealth product lines, including:
  • Custody agreements
  • API, licensing and subscription agreements
  • Business development, co-development/co-marketing, and other strategic alliance arrangements
  • Data protection agreements
• Advise business clients on contractual and regulatory exposures and risks related to the development of new customer offerings or services.
• Provide legal advice on specialized areas of law, including but not limited to:
  • ERISA
  • IRS and DOL regulations
  • Money transmitter and electronic payment laws
• Provide legal counseling on corporate, commercial, and regulatory matters, including guidance on risk allocation for strategic and core business initiatives.
• Provide negotiation strategy as a member of negotiating teams with customers, third party partners, and suppliers regarding contracts, licenses, and other business transactions.
• Monitor and communicate legal trends, industry standards, and best practices affecting the Company's retirement and wealth business.
• Develop a thorough understanding of Inspira, its markets, customers, and competitors to identify trends and formulate strategies.
• Establish rapport and working relationships with employees at all levels to encourage the proactive use of in-house counsel.
• Other duties as assigned.

Qualifications

• 6-10 years of experience with commercial transactions, including experience with IRAs; experience with self-directed IRAs and alternative assets highly preferred
• Juris Doctorate Degree required

Requirements

• Working knowledge of the financial services and consumer directed benefits industries and applicable regulatory regimes
• Ability to work collaboratively and effectively at all levels of the organization
• Excellent communication and presentation skills
• Strong time and case management skills; ability to shift quickly between substantive areas of law and the requirements of different lines of business in a fast-paced environment
• Commitment to professionalism
• High level of integrity exercised internally and in representing the firm to outside parties

Other Requirements

• Infrequent travel (less than 10%)
• Ability to provide personal transportation from time to time
• Prolonged periods of sitting at a desk and working on a computer