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We are looking for a motivated, experienced Product Counsel to join our legal team. In this role, you will act as a strategic partner to our Product & Engineering and Revenue teams to work on exciting legal issues where disruptive technological innovations require creative and proactive legal guidance. You will be an embedded thought partner, helping us build innovative products and features that move the retirement industry forward. The successful candidate will thrive at the intersection of law and technology/financial services, guiding product development cycles and cross-functional decision-making.
Job Responsibility:
Partner with business teams to provide legal and strategic advice from development to launch on new or enhanced products, features, and services
Translate complex regulatory requirements into clear, actionable guidance and tools that non-legal stakeholders can easily understand and implement in roadmaps and feature planning
Build strong relationships across teams to ensure compliance with applicable federal and state laws and regulations in the fintech industry, including consumer protection and data security
Monitor new regulations and changes to existing regulatory requirements that have the potential to impact the business
Review customer-facing disclosures and promotional materials to ensure compliance with all applicable regulations
Respond promptly to a wide range of complex legal requests, identify issues and coordinate closely with legal and compliance colleagues to ensure the swift delivery of smart, practical advice
Requirements:
J.D., LL.B., or equivalent degree
Admitted to the bar and in good standing, or otherwise authorized to practice law (e.g., registered in-house status) in any state
7-10+ years of relevant legal experience, preferably in-house at a consumer financial services business, fintech, or technology company
Experience providing legal advice on product development
Familiarity with laws and regulations applicable to financial services and technology, such as UDAAP, Investment Advisers Act, ERISA, or consumer protection or data security frameworks
Nice to have:
Direct experience supporting fintech products or B2B or consumer financial services from development to launch
Expertise in risk management, compliance, and regulatory frameworks as they relate to the retirement or wealth management industry
Knowledge of ERISA, investment advisers act, privacy, consumer protection, data security, UX/UI, and/or IP legal issues in a fintech context
Demonstrated ability to balance compliance obligations with business objectives in a fast-paced, high-growth, or evolving regulatory environment
Strong familiarity with legal workflows related to knowledge search, risk and compliance, document automation, and AI
What we offer:
A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie