Corporate Counsel, M&A

Why Work at Mercer Advisors?

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

This position will provide guidance and consultation on a variety of legal matters including, but not limited to contract negotiations, merger and acquisition transactions, litigation, employment, and general corporate governance. 

Location: Denver, CO preferred

Essential Job Functions for the Corporate Counsel will include:

• Reviewing, drafting, structuring, and negotiating agreements
• Supporting M&A due diligence efforts and post-deal integration
• Assisting pre-litigation and litigation efforts, including research and writing regarding legal issues, evidence-gathering, and maintaining a command of the relevant facts and law
• Assisting, communicating with, and overseeing the work of outside counsel
• Drafting and updating internal policies
• Researching and advising on contractual, business law, corporate governance, and employment law matters
• Contract administration
• Maintaining a current working knowledge of new laws and regulatory developments
• Performing other duties as assigned

Required Knowledge, Skills and Abilities:

• Juris Doctor (J.D.)
• Licensed to practice law in at least one state (Colorado preferred)
• 3 years of experience in a law firm or in-house legal department
• Experience in corporate law and M&A law preferred
• Financial services experience preferred
• Strong drafting, research and writing skills
• Knowledge of and experience with federal securities law including the Investment Advisor Act of 1940 preferred
• Ability to work effectively with teams and independently, as well as manage and prioritize multiple projects
• Excellent communication, analytical and organizational skills

Work Schedule: 

Daytime and evening hours as needed.

Working Conditions:

Professional office environment (working from the office may be required, depending on team’s needs).  Will be assigned to a workstation. Standing and sitting. No heavy lifting over 10 lbs. 

Salary: Average annual salary range for this position across our locations is: $120,000 to $145,000.  Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. 

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Salary

• $120,000 - $145,000