Attorney – Asset Management Team

• Provide advice and counsel to a wide variety of business stakeholders, including Sales, Operations, and Client Services to ensure compliant retirement plan designs and strategies
• Produce quality, defensible contractual language that accurately reflects stakeholder’s intent
• Act as a proactive, strategic business partner by gaining and maintaining a thorough understanding of potential legislation and regulatory developments and regularly communicating updates to stakeholders
• Partner with stakeholders to gain insight into specific business requirements and formulate accurate, comprehensive advice that supports informed decision-making
• Act as a trusted partner by identifying potential risks and outcomes, demonstrating a holistic understanding of business goals and risks

• Juris Doctor (JD) and active bar membership required
• Minimum of two years of experience in relevant areas of the law, or the equivalent combination of education & experience
• Understanding of retirement plans industry, focusing on retirement plan expertise and regulatory structure (ERISA, Tax Code, securities law, state insurance law - preferred)
• Experience in group annuity/insurance product development a plus
• Strong communication skills, including ability to provide clear, comprehensive legal advice and delivery of presentations that are understandable to non-technical stakeholders
• Experience working closely with internal clients as a strategic partner to identify and prioritize business needs and assess and communicate risk

Experience in group annuity/insurance product development

• Medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools