Senior Counsel, Strategic Growth Director

fully flexible
Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

J.D. degree from an ABA-accredited law school., Active law license in at least one U.S. state, in good standing., Minimum of 3 years of experience as a practicing attorney, with strong expertise in trusts and estates., Proactive, entrepreneurial mindset with excellent communication and collaboration skills..

Key responsibilities:

  • Explain legal concepts of wealth.com products to clients and staff.
  • Lead initiatives on regulatory compliance, including data privacy and security.
  • Participate in sales activities, industry events, and negotiate contracts.
  • Create thought leadership content such as webinars and articles on estate planning.

Wealth.com logo
Wealth.com Startup https://wealth.com/
11 - 50 Employees
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Job description

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cuttingedge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenuegenerating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

About the Role

Are you an experienced attorney ready to shape the future of legal technology and estate planning?
Wealth.com is seeking a Senior Counsel, Strategic Growth, to act as the trusted subject matter expert and strategic advisor to all the customerfacing Wealth.com functions and to participate directly in the hyper growth of the company.

Beyond your deep expertise in estate planning and wealth transfer strategies, you will be an attorney ambassador at industry events and position the company as a thought leader in the estate planning industry. You will collaborate directly with our growth team and Chief Legal Officer to close deals and to roll out initiatives within the company to build on compliance and security as core strategic strengths for the company. This role demands strong skills in time management, project management, and crossfunctional collaboration. This isnt just a legal role: its an opportunity to be at the forefront of innovation and directly influence the company’s position in the industry.

Responsibilities
  • Develop deep understanding of all wealth.com products lines and be able to explain the legal concepts and considerations that underpin those products to purchasers, wealth advisors, and our nonattorney employees
  • Roll out strategic initiatives for regulatory compliance of our customers and our company (e.g., data privacy, data security, and legal ethics), in collaboration with the growth, product, and security teams
  • Command the stage; lead webinars, publish thought pieces, and create marketing content about a wide range of estate planning topicsParticipate in the endtoend sales process, including attending trade shows and industry events, submitting responses to RFPs, attending demos and reviewing and negotiating commercial contracts (with the Chief Legal Officer and outside counsel)
  • Stay uptodate on laws and regulations trusts and estates, wealth transfer and taxdriven planning, to help wealth.com adapt to, and capitalize on, changing regulatory environments

  • Qualifications
  • J.D. degree from an American Bar Association accredited law school
  • Active law license in at least one U.S. state, in good standing
  • Minimum 3 years of experience as a practicing attorney
  • Strong experience, specifically within trusts and estates
  • Bonus, but not required: Commercial contracting, Data privacy, Investment Advisor Regulation and Compliance
  • Ability to travel at least once a month for two to five business days (U.S. only) to engage with prospects and customers
  • Strong communication skills (written and verbal) and ability to articulate complex legal concepts to nonattorneys
  • Proactive, entrepreneurial and problemsolving mindset with a passion for new areas of business and technology development in legaltech and artificial intelligence
  • Excellent judgment and aptitude for optimization given ambiguous and imperfect information
  • A natural leader and resourceful selfstarter who excels at driving projects to completion, adeptly balancing competing objectives, learning rapidly, and thinking creatively
  • Ability to collaborate with and build strong relationships across departments
  • Demonstrated experience in business development andor a strong desire to be a publicfacing advocate for wealth.com

  • Why youll love working for wealth.com
  • Competitive Salary.
  • Fully remote, flexible work environment. We do however meet together in person several times a year.
  • Full medical and dental benefits.
  • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
  • Paid Parental Leave.
  • Company equity managed through Carta.
  • 401k with Match and 100% vesting upon hire.
  • Free estate planning!
  • Required profile

    Experience

    Level of experience: Senior (5-10 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Business Ethics
    • Collaboration
    • Leadership
    • Communication
    • Problem Solving

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