CareerPlan

Managing Director / Managing Counsel, Institutional Distribution, Americas

Boston, Massachusetts, USFull-time2026-10-09 → 2026-11-11

Core

Lead the legal team supporting institutional distribution and client coverage across the Americas, providing strategic legal advice on investment management agreements, regulatory compliance, and product operations.

Role type

Senior IC managing counsel (legal leadership)

Builds

Institutional client contracts, investment management agreements, and regulatory compliance frameworks

Domain

Financial services / Investment management / Institutional distribution

Required skills

Investment management law, ERISA, securities and banking laws, contract negotiation, team leadership, regulatory risk management, cross-jurisdictional coordination

Preferred skills

Law firm and in-house experience, Canadian and Latin American regulatory knowledge, product onboarding expertise

Technologies

N/A

Responsibilities

Lead the legal team for institutional distribution; oversee drafting and negotiation of institutional client contracts; advise on regulatory developments including ERISA and securities laws; partner with business teams on product onboarding and marketing review; mentor and develop attorneys; manage legal resources and team priorities

Seniority

Senior, hands-on IC with leadership responsibilities