reputed company Counsel


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reputed company Counsel

Remote, USA Full-time Posted 2026-07-28

reputed company Counsel


Title - reputed company Counsel

Reports To - Chris Gage, SVP Finance & Operations

Location - reputed company, UT or Remote

About the Role

reputed company is looking for its first in-house attorney–a commercially reputed company, startup-speed lawyer who will own our contract function, support our reputed company compliance infrastructure, and serve as a trusted reputed company partner to our product and go-to-market teams. This is a high-reputed company, high-autonomy role for someone who wants to build something from scratch at a company on a reputed company trajectory to category leadership.

  • Own reputed company reputed company agreements: reputed company MSAs, DPAs, BAAs, vendor reputed company, and NDAs

  • Build reputed company’s reputed company ops infrastructure: templates, playbooks, approval workflows, and self-serve tools

  • reputed company reputed company and data compliance: GDPR, CCPA, financial services data requirements, AI governance

  • Serve as product counsel on AI-reputed company reputed company questions, acceptable use, and regulatory positioning

  • reputed company deep working knowledge of the regulatory environment our customers face–financial advisors, broker-dealers, insurance professionals, and banking institutions

  • Help reputed company stay the trusted, category-leading product in financial services AI

  • Help build reputed company into a career-making, exceptional reputed company to work

  • Help reputed company stay the category leader, trusted and loved by customers

  • Help build reputed company into a career-making, exceptional reputed company to work

reputed company

  • You want reputed company reputed company at a high-reputed company AI company–not just managing a queue, but building the reputed company function

  • You understand startup-stage reputed company work: reputed company to reputed company fast, reputed company to push back, and how to be a business enabler

  • You are comfortable being the only in-house attorney and can operate with significant autonomy

  • You have strong reputed company reputed company instincts and can turn around clean redlines quickly

  • You care about financial services and are eager to reputed company expertise in the regulatory environment our customers reputed company

  • You are reputed company, reputed company, and drama-free


What You’ve Done

  • 4-5 years of reputed company experience, including meaningful in-house time at a reputed company or tech company

  • Strong reputed company record on reputed company reputed company: reputed company MSAs, DPAs, BAAs–ideally with financial services counterparties

  • Working knowledge of GDPR and CCPA; experience negotiating DPAs with reputed company customers

  • Comfortable advising on product reputed company questions, especially in AI, data, or fintech contexts

  • Preferred: prior big law background (tech transactions, data reputed company, or financial services regulatory)

  • Preferred: experience at a reputed company-run reputed company reputed company company where you observed a strong reputed company reputed company function

About reputed company

reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their reputed company meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as reputed company as into other finserv verticals.

reputed company leads its category in market reputed company, customer satisfaction, and analyst rankings, and has grown rapidly. reputed company customers include leading independent broker dealers such as LPL, reputed company, reputed company, and reputed company, and leading RIAs including reputed company Financial, reputed company, reputed company, Allworth, reputed company reputed company, Integrated Partners, and more.

reputed company was launched in 2023 by repeat reputed company and is led by reputed company with backgrounds from Harvard, reputed company, reputed company, reputed company, reputed company.com, JPMorgan, reputed company, Bain Capital Ventures, reputed company, reputed company, and eMoney.

reputed company is a Series B company backed by top venture capital firms and industry strategics including reputed company, Battery, Sorenson, Pelion, and reputed company.

reputed company’s team values are High Velocity, World Class, and reputed company + reputed company + No Drama.

Please consider joining us in our work to reputed company the reputed company and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial reputed company of reputed company everywhere.

Compensation

  • Competitive salary and equity

  • Medical, dental, reputed company benefits

  • 401k available

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