Associate Legal Counsel

Envestnet is seeking an Associate Legal Counsel to join our Legal department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary: 

We are looking for a dedicated Associate Legal Counsel with a strong work ethic and attention to detail to work on commercial service agreements from our Raleigh office. The successful candidate will effectively ensure legal conformity, minimize probability of exposure, demonstrate dependability and be willing to commit to working from the office at least three days a week.

Job Responsibilities:

• Drafting and negotiating financial technology service agreements and investment adviser agreements, as well as non-disclosure, vendor, statements of work and other similar agreements.
  
• Maintaining contract and terms of service templates.
  
• Working closely with senior attorneys and other teams to achieve firm-wide strategic initiatives and goals.
  
• Ensuring compliance with applicable laws, regulation and contract terms.
  
• Supporting Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  
• Adherence to and application of 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. 
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications: 

• Juris Doctor from an ABA accredited law school.
  
• Member in good standing of a state bar.
  
• Strong drafting and analytical skills.
  
• Ability to understand business needs and requirements. 
  

Preferred Qualifications: 

• Minimum of 0.5 to 2 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.
  
• Excellent organizational skills with the ability to multi-task.
  
• Willingness and capacity to learn new and evolving regulatory fields.
  

 Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    
  • Annual Bonus Incentives
    
  • Parental Stipend 
    
  • Tuition Reimbursement
    
  • Student Debt Program
    
  • Charitable Match 
    
  • Wellness Program

Envestnet is an Equal Opportunity Employer.

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