Legal Consultant

Direct Solutions Consultant

Solutions Consultants/Architects are responsible for designing and implementing ...

Location

United States , Salt Lake City

Salary:

74000.00 - 98000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

Professional experience in Project management, Financial Services, or Consulting is preferred
Prior client-facing experience is a plus
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
Passion for technology and finance
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Job Responsibility

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Legal Counsel

Based in our Zug office with a hybrid working arrangement, you will support the ...

Location

Switzerland , Zug

Salary:

Not provided

Copper.co

Expiration Date

Until further notice

Requirements

Lawyer with 2-4 years of practical experience in a fast-paced professional environment, such as a law firm or in-house at a financial services, market infrastructure, financial technology or crypto/digital assets firm advising on product and regulatory matters
Experience in obtaining and/or maintaining regulatory licenses or registrations
Experience with providing evolving regulatory and governance advice in a dynamic regulatory environment
Broader knowledge of Swiss, EU and/or UAE banking, financial services and/or digital assets laws and regulations
Ability to manage transactions and projects while keeping the EMEA Head of Legal, the Chief Legal Officer and other members of the Executive Team informed in real time
Exceptional drafting skills and attention to detail alongside effective written and oral communication

Job Responsibility

Draft and review legal documents which can include contracts, agreements and other legal documents
Provide legal advice on a broad range of legal and regulatory matters as part of an expanding team focused on the provision of a wide range of innovative products and services to the EMEA market
Support our license application processes and expansion into new markets, engaging with regulators and collaboratively advise the management of our regulated businesses on both evolving and existing governance and regulatory requirements in the EMEA region
Assist the Product and Engineering teams to design and roll out market leading and regulatory compliant services
Advise the business and the Compliance team on all legal matters that involve or affect our operations in EMEA
Work with external counsel and consultants as and when required, including managing legal spend and invoices
Deal with ad hoc queries of a legal nature that arise while operating a business across multiple legal entities and jurisdictions
Keep up to date on digital asset industry regulatory developments relevant to the role and share knowhow as appropriate within the Legal team

What we offer

Paid Time Off -27days annual leave per annum in addition to local bank holidays. Employees also receive one additional day of annual leave for each year of service
Enhanced Pension Contributions - Includes an enhanced employer matching contribution
Half fare travelcard

Fulltime

Internal Sales Consultant I ALFS

At Allianz Life, we are driven by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

45000.00 - 50000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

0-1 years of experience required
2-3 years of experience preferred: prior sales experience required
High School diploma required
FINRA SIE, Series 6, 63 and MN Life Insurance license passed within 90 business days
Ability to work during the hours of 7:00 am - 6:00 pm CST
Comfortable with talking on the phone as their primary activity
Ability to attend evening business functions
Potential to travel on a limited basis
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Internal Sales Consultant I on the ALFS Distributions Sales Desk for variable, and fixed indexed annuities
Provides consultative sales services via 800 line
Influence financial advisors to write Allianz business with objective of attaining sales targets through emphasis on focus firms
Collaborate with an external Retirement Consultant to build relationships with financial advisors and grow the production and the overall territory's production
Meet and exceed sales and activity performance benchmarks: Dials, Conversations, Leads, new producers, producer retention
Utilize each contact as an opportunity to gain a commitment from the advisor for business
Utilize each contact as an opportunity to build relationships and understand how to provide value to the financial professional
Utilize database and other tracking methods to track advisors' productions levels on current and proposed sales activity
Effective use of the day, inbound and/or outbound phone coverage
Be responsive and proactive in contacting current and prospective advisors in order to retain and help grow their productions with Allianz

What we offer

Comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups
Annual incentive program

Fulltime

Pitch Consultant

A global law firm based in London is seeking a Pitch Consultant to join them on ...

Location

United Kingdom , East-Central London

Salary:

Not provided

Bid Solutions

Expiration Date

Until further notice

Requirements

Demonstrate knowledge of pitch processes and the ability to utilise pitch management tools
Display the ability to work autonomously and meet deadlines
Possess the ability to work in a high-pressure environment and use critical and analytical thinking skills
Preferably have a bachelor’s degree
Experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals
Experience in a legal, financial services, or professional services environment or an organisation operating in the assigned sectors (where applicable)

Job Responsibility

Conducting information gathering sessions with relevant BD teams and partners to clarify requirements, client needs, and approach
Leading kick-off meetings to establish messaging, key milestones, and the core team
Collaborating with BD teams, lawyers, and firm resources in gathering and compiling information for credentials statements, pitch documents, and response to RFPs
Analysing pitch request documents to elicit compliance requirements, instructions, and evaluation criteria
undertaking other response management tasks

Head of Regulatory Affairs Americas

We're making the world of digital assets accessible and secure for everyone. Joi...

Location

United States , Miami, Florida

Salary:

Not provided

Ledger

Expiration Date

Until further notice

Requirements

Minimum 8 years experience at a financial regulatory agency or policymaking body, or covering regulatory topics in the legal, fintech, or financial services sectors
Prior crypto industry experience a plus
Knowledgeable about blockchain technology and the US and Latin America crypto-asset regulatory landscape
Knowledgeable about US and Latin American financial regulations, such as those applicable to crypto-asset service providers, payment services providers, E-money institutions, banks and custodians, securities and financial instrument issuers, and trading platforms
Specific knowledge of AML/CFT and financial sanctions law and international standards is desirable
Ability to quickly learn and adapt to new regulatory subject matters and jurisdictions
Proven relationships with key stakeholders, such as those at regulatory agencies and international bodies, legislatures, and central banks
Fluency in English required
fluency in Spanish is strongly desired
Exceptional communication skills, both written and verbal

Job Responsibility

Build and maintain subject matter expertise of the changing regulatory landscape in the areas of digital assets, financial services and capital markets
Advise business units and senior leadership on the development and adaptation of products, business lines and business models in light of existing or anticipated regulatory requirements
Define and execute strategies to proactively influence the development of favorable digital asset regulation in North and South America
Coordinate with the Global Head of Policy on identifying and reacting to significant public policy challenges and opportunities with respect to Ledger’s business priorities
Build strong relationships with other regulatory professionals in the digital asset and traditional finance ecosystems, as well as with relevant governmental authorities and multinational bodies
Lead the development of Ledger’s responses to regulatory proposals, solicitations and consultations
Lead the response of Ledger to regulatory inquiries, examinations or investigations, and contribute to crisis response teams as assigned
Represent Ledger’s perspective on regulatory policy through public speaking and written thought leadership
Assist the Global Head of Policy in managing outside consultants and membership organisations

What we offer

Training: Get trained and gain experience in one of today's most exciting and growing industries
Equity: Employees are the foundation of our success, and we award stock options so you can share in that success as we grow
Medical: Comprehensive health insurance policy offering extensive medical, dental and vision care coverage
Well-being: Personal development, coaching & fitness with our dedicated partners
Vacation: 20 days of paid leave per year
Retirement: 401k with employer match
High tech: Access to high performance office equipment and gadgets, including Apple products
Transport: Ledger reimburses part of your preferred means of transportation
Discounts: Employee discount on all our products

Fulltime