Skip to the main content.
Talk to experts
Talk to experts
By solution

Solve your current pain points with our award-winning solutions.

By firm type

Increase automation with our modern wealth platform.

Product

The leading end-to-end wealth management platform.

Enterprise services

Our team works to anticipate and surpass our clients’ expectations.

Ecosystem

Merge our open, integrated platform and its solutions into your tech stack.

2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

Read the latest report

VP, General Counsel

Full-Time - Hybrid - Weston, MA

Overview

At Advisor360°, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Though many of our roles are assigned to a particular office location, most are a hybrid of remote and in-person work.

Job Brief

At Advisor360, the VP, General Counsel reports to the COO, combining legal leadership with strategic insight. You'll play a pivotal role in guiding the company through complex legal landscapes, supporting everything from corporate governance to employee relations and contract law. This position offers the chance to shape the legal framework that underpins our business, ensuring compliance and fostering an environment of innovation and growth. Our culture is built on leadership principles and offers excellent benefits, flexibility, and opportunities for personal and professional development. 

Here’s What You’ll Do:  

  • Providing advice on general corporate law matters, including corporate finance, accounting, tax, treasury, investor relations, corporate communications, and stock plan administration. Maintaining the company's corporate governance guidelines, committee charters, and assist in the preparation of the Board presentation materials.
  • Assisting with M&A, corporate transactions, debt restructuring, and intercompany agreements. Collaborating with corporate strategy team to create term sheets, support due diligence efforts, actively manage deal processes and execution, and providing post-closing acquisition and integration.
  • Assisting with executive compensation matters, stock plan administration, equity incentive plan, corporate bonus plans.
  • Support the overall product strategy, development, launch, and go-to-market motions focusing on managing legal and compliance requirements, including AI, privacy, data governance, security, and third-party technology integrations.
  • Apply critical legal analyses to a myriad of complex legal matters, such as software development in the age of AI, technology licensing, international expansion, M&A integrations, and policy issues.
  • Work collaboratively and cross-functionally with leaders across the broader Legal, Security, & Policy organization to develop, drive, and implement critical initiatives.
  • Oversee the management of our intellectual property portfolio, including engagement with our R&D activities to ensure a healthy and protected innovation pipeline.
  • Oversee and manage our corporate insurance portfolio and policies.
  • Offer legal guidance on employment matters, including drafting and negotiating employment contracts, and related documentation.
  • Provide strategic legal guidance and support in crisis and reputation management situations.
  • Oversee and manage litigations, where needed.
  • Lead and grow a lean, high-performing team.
  • Oversee external legal counsel, optimizing their efficiency and quality of work.
  • Proactively address operational issues and collaborate with team members to tackle problems quickly and thoughtfully.
  • Manage annual planning activities, translating organizational goals and objectives into initiatives, timelines, and plans.
  • Oversee immigration matters, including visa processes and employment authorization, ensuring legal compliance for international hires.

What You Bring to the Table: 

  • JD/Law degree with 15+ years of commercial and corporate experience, with at least 5 years in a leadership role in-house in a high-growth technology company.
    • 3+ years of firm experience preferred.
  • Significant experience supporting software product development (preferably SaaS), e-commerce, marketing, and consumer protection matters across many jurisdictions around the world.
  • Proven ability to lead and manage complex legal matters and communicate effectively with senior leadership.
  • Able to succinctly frame complex legal issues and communicate effectively with multiple levels of management (including senior executives), including in support of product development and innovation.
  • Track record of success in negotiating contracts, M&A, and offering strategic legal guidance in high-growth technology environments.
  • Strong understanding of employment law, immigration law, privacy, data protection issues, across global authorities. 
  • Expert at negotiating and drafting all types of technology licensing agreements, including in-bound licenses, outbound licenses, online services agreements, and terms of use for online services. Dedication to providing clients with high-quality and prompt legal advice in a fast-paced work environment with a strong customer focus.
  • Able to think and act strategically and be a creative problem solver. 

This opportunity is ideal for you if: 

  • Want to develop broad skills in building companies from product, market fit through scaling.
  • You like to Innovate:  We encourage creativity and simple problem-solving, often working on new ways of working.
  • You are excited about taking on important tasks, big and small. 
  • You thrive in a fast-paced environment and are flexible beyond the typical 9-to-5 schedule.  

Why You’ll Love Working Here:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us 

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. 

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.    

Join our team.

Apply today by filling out the form below.