Head of Asset Manager & Insurance Legal, Investment Services(Americas) - Managing Director
$170,000–$282,500 year
On-siteBoston, Massachusetts, United States
Job Summary
Lead the Investment Services Legal team as a trusted advisor to senior business leaders, control functions, and clients on product development, operational strategy, and regulatory change. Provide practical legal counsel across custody, accounting, trustee, transfer agency, and fund administration services while overseeing complex asset servicing agreements and disclosures. Drive consistency in legal processes, partner with Compliance, Risk, and Technology on transformation initiatives, and support regulatory examinations and enterprise-wide strategic projects. Manage and develop a high-performing team of attorneys, establish priorities, and foster a culture of ethical leadership and continuous improvement.
Required Qualifications
- Juris Doctor from an accredited United States law school
- License to practice law in Massachusetts or another state in the United States
- Significant experience advising financial institutions, asset servicing businesses, asset managers or other institutional financial services clients
- Strong understanding of asset servicing products and services, including custody, accounting, trustee, fund administration, transfer agency, ETF servicing and related operational and regulatory frameworks
- Experience supporting large-scale operational transformation, digital initiatives, outsourcing and global delivery models
- Demonstrated ability to lead legal teams, manage complex matters and provide sound judgment in high-pressure situations
- Proven ability to advise senior executives and influence decision-making across Legal, Risk, Compliance, Operations, Product and business leadership
- Ability to evaluate legal, financial, regulatory, operational and reputational risk and escalate to executive management as needed
- Excellent drafting, negotiation, analytical, communication, client service and problem-solving skills
- Ability to translate complex legal issues into clear, actionable business advice
- Strong research, time management, planning and organizational skills
- Ability to work independently while thriving in a global, dynamic and team-oriented environment
- Generally expected to have 10–15 years of experience in financial services legal practice at a law firm or in the legal department of a financial services company, preferably both
Desired Qualifications
- Experience advising financial institutions, asset servicing businesses, asset managers or other institutional financial services clients
- Strong understanding of asset servicing products and services, including custody, accounting, trustee, fund administration, transfer agency, ETF servicing and related operational and regulatory frameworks
- Experience supporting large-scale operational transformation, digital initiatives, outsourcing and global delivery models
- Demonstrated ability to lead legal teams, manage complex matters and provide sound judgment in high-pressure situations
- Proven ability to advise senior executives and influence decision-making across Legal, Risk, Compliance, Operations, Product and business leadership
- Ability to evaluate legal, financial, regulatory, operational and reputational risk and escalate to executive management as needed
- Excellent drafting, negotiation, analytical, communication, client service and problem-solving skills
- Ability to translate complex legal issues into clear, actionable business advice
- Strong research, time management, planning and organizational skills
- Ability to work independently while thriving in a global, dynamic and team-oriented environment
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