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In-House
Attorney
Corporate - M&A
Litigation - Whistleblower - CFTC
Min 2 yrs required
U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school and governmental employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally. USRBP is the market-leader with our dominant market in the educational and government sectors. We are actively acquiring new business to add to our portfolio of benefit and retirement products, services, and technology solutions. Director of Legal & Corporate Matters We are currently seeking a Director of Legal & Corporate Matters. This position will report directly to the CEO and interface with various USRBP Officers and Partners nationally. JOB DESCRIPTION Responsibilities include but are not limited to: On acquisitions of new companies work with outside counsel to prepare and negotiate closing documents, participate in due diligence review and onboarding of acquired company. Review and negotiate contracts with vendors & clients. Review, negotiate and track companywide leases. Draft sales representative, employment separation and other agreements on an as needed basis. Work with outside corporate agent to oversee compliance with licensing and annual state reporting requirements. Work with outside insurance broker to oversee and manage companywide insurance program. Work with outside compliance firms to ensure compliance with all FINRA and SEC regulations for company owned broker dealer and RIA. Provide guidance to senior management, HR Director, CIO and Marketing Director on all legal related matters. As Corporate Secretary, with outside counsel support manage the preparation, signing and maintenance of all corporate records including stock ledger and Board minutes. Support various projects as may be requested by the CEO. JOB REQUIREMENTS Juris Doctor degree with minimum 2 years of experience with a law firm dealing with M&A and corporate law related matters. Sound business judgement demonstrated people management and organizational ability. Ability to multi-task Excellent analytic and negotiation skills. Excellent interpersonal, verbal and written communication skills. Demonstrated public speaking skills. Salary commensurate with experience with bonus and stock option opportunities.
U.S. Retirement & Benefits Partners (USRBP) is an independent national financial services firm specializing in public school and governmental employee benefits plans and employer-sponsored retirement plans. The business was formed in 2008 and today is the largest independent specialist serving the K-12 market with over two million clients nationally. USRBP is the market-leader with our dominant market in the educational and government sectors. We are actively acquiring new business to add to our portfolio of benefit and retirement products, services, and technology solutions.
Director of Legal & Corporate Matters
We are currently seeking a Director of Legal & Corporate Matters. This position will report directly to the CEO and interface with various USRBP Officers and Partners nationally.
JOB DESCRIPTION
Responsibilities include but are not limited to:
JOB REQUIREMENTS
Salary commensurate with experience with bonus and stock option opportunities.
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