Legal Counsel & Legal Operations Specialist
Core
Legal Counsel providing advice on Asset Management, funds, and investment products while driving Legal Operations transformation and process automation.
Role type
Mid-level Legal Counsel & Legal Operations Specialist
Builds
Legal advice, contracts, regulatory documentation, and operational workflows for Wealth Management & Insurance business lines.
Domain
Financial Services / Asset Management / Legal Tech
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Legal advice, contract drafting/negotiation, regulatory documentation, process improvement, automation, knowledge management, reporting, AI use cases
Preferred skills
Asset management experience, legal transformation projects, legal tech tools, project management
Technologies
SharePoint, Power Platform, CLM, matter management, workflow automation, document automation, generative AI
Responsibilities
Provide legal advice on asset management and investment products; Review, draft, and negotiate legal and regulatory documents; Identify opportunities to simplify, standardize, or automate legal processes; Support Legal Operations initiatives including workflows, templates, and legal spend tracking; Collaborate on AI and technology use cases for legal functions; Contribute to a shared legal knowledge base and best practices; Prepare executive reporting on transformation and operational improvement.
Seniority
Mid-level, hands-on IC