Counsel
$122,400–$168,300 year
HybridCharlotte, North Carolina, United States or Minneapolis, Minnesota, United States
Job Summary
Lead legal support for the wealth management business's acquisition program, including diligence, drafting, and negotiating transactions for advisors selling practices. Provide counsel on advisor installment loan programs, covering program structure, loan agreement updates, and securitization advice. Support the transition of advisor businesses from banks and credit unions by drafting bid letters and transition documents. Manage M&A and corporate development deals across all business lines and geographies, coordinating diligence, deal project management, and post-closing integration. This role requires a J.D. with 3-5 years of experience and admission to the MN State Bar. Base salary ranges from $122,400 to $168,300/year. The position is full-time and exempt, with an expectation of at least four days of in-office collaboration per week. Visa sponsorship is not available.
Required Qualifications
- J.D.
- 3-5 years of relevant experience
- Admission to MN State Bar (or to appropriate state bar given location)
- maintain good standing
- Previous in-house experience (or relevant experience in private practice) in providing practical advice to business partners
- Experience performing functions that require drafting of deliverables, information analysis, and coordination of inputs and resources
- Make decisions quickly and appropriately using expertise, recognizing high demands of business partners
- Demonstrate accuracy, thoroughness, and thoughtfulness in legal analysis and recommendations delivered both verbally and in writing
- Client service focused
- Ability to collaborate effectively across the GCO and enterprise, while working respectfully with colleagues and driving results
- valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
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