Senior Lead Counsel - Wealth Client Segments

• Provide key legal support on Wealth Client matters, participating in strategic initiatives
• Provide subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices
• Advise business management on legal matters impacting the business
• Objectively evaluate Wealth Client Segments proposals and queries by applying institutional knowledge and risk appetite
• Collaborate across internal lines of business and control/support functions to achieve coordinated and efficient outcomes
• Work with counterparts and other key stakeholders to develop best practices across teams
• Participate in Wealth planning and development initiatives
• Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk
• Monitor management of complex legal issues and transactions
• Manage outside counsel budgeting and selection

• 10+ years of relevant industry experience, preferably in financial services
• Banking or financial industry experience, including laws related to banking regulations
• Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business
• Knowledge of Trusts & Estates law with experience understanding trust relationships, structures and powers, trust creation, documentation and succession and knowledge of Reg 9, Reg O and Reg W would be particularly beneficial
• Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions
• Effective communication and negotiation skills and ability to build and maintain trusted relationships
• Excellent interpersonal, organizational and relationship management skills
• Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment
• Bar license in good standing to practice law
• Juris Doctorate or equivalent law degree

Knowledge of Reg 9, Reg O and Reg W

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards