Counsel

Jobtailor; Minnesota; On-site; USD 120,000 - 190,000; Full time

Job summary

Jobtailor is seeking an in‑house attorney to lead legal support for wealth management acquisitions and corporate development. The role covers diligence, drafting, counseling, and negotiations across multiple geographies, with exposure to M&A and capital solutions.

The candidate should have a J.D. and 3–5 years of relevant experience, with MN State Bar admission and strong drafting, analysis, and cross‑functional collaboration skills.

Qualifications

• J.D. required with active MN State Bar.
• 3–5 years of relevant in-house or private practice experience.
• Experience drafting agreements and coordinating diligence.
• Ability to advise business partners and support transactions.
• Strong writing and verbal communication skills.

Responsibilities

• Lead legal support for wealth management acquisitions, including diligence, drafting, counseling and negotiations.
• Provide legal support for advisor installment loan program, structuring, updating loan agreements, advising on securitizations.
• Assist in transitions of advisor businesses from banks/credit unions to Ameriprise, drafting bid letters and transition docs.
• Support other capital solutions and coordinate with outside counsel.
• Support M&A and corporate development across lines and geographies, including post‑closing support.
• Assist group in corporate finance and treasury transactions as needed.
• Contribute to public company disclosure work and tracking regulatory changes.
• Provide corporate governance support.

Skills

Legal Drafting

Transaction Negotiation

Diligence Coordination

Regulatory Tracking

Corporate Governance

Loan Structuring

Bid Letters

Securities

Education

J.D.

MN State Bar Admission

Job description

• Lead legal support to our wealth management business’s acquisition program for advisors leaving the industry and seeking to sell their advisor practice (including diligence, drafting, counseling and negotiating all legal aspects of these transactions)
• Provide legal support for advisor installment loan program (including advising on program structure, updating form loan agreements, counseling on unique situations, and advising on loan securitizations or warehouse facilities)
• Provide legal support for deals to transition advisor businesses of banks and credit unions to Ameriprise (including drafting bid letters and transition documents)
• Provide legal support for other capital solutions to advisors (including diligence, bid letters, drafting and negotiating transaction documents, and coordination with outside counsel)
• Provide support on all aspects of M&A and corporate development across all business lines and geographies (including performing and coordinating diligence, drafting bid letters and indications of interest, drafting and negotiating various transaction documents, deal project management with subject matter experts, coordination with outside counsel, post-closing and integration / separation support on transactions and additional research and analysis in support of M&A and corporate development)
• May support corporate finance and treasury transactions (such as debt offerings)
• May assist group in aspects of public company disclosure work - peer research, drafting and other research and analysis
• May provide corporate governance support
• Tracking relevant regulatory change

Requirements

• J.D.
• 3-5 years of relevant experience
• Admission to MN State Bar (or to appropriate state bar given location); maintain good standing
• Previous in‑house experience (or relevant experience in private practice) in providing practical advice to business partners
• Experience performing functions that require drafting of deliverables, information analysis, and coordination of inputs and resources
• Make decisions quickly and appropriately using expertise, recognizing high demands of business partners
• Demonstrate accuracy, thoroughness, and thoughtfulness in legal analysis and recommendations delivered both verbally and in writing
• Client service focused
• Ability to collaborate effectively across the GCO and enterprise, while working respectfully with colleagues and driving results

Core Competencies

Demonstrates expertise in legal support for wealth management acquisitions, M&A, and corporate development, with a strong focus on drafting, negotiation, and regulatory compliance. Proven ability to provide practical legal advice and collaborate effectively with business partners.

Highest-signal resume keywords

• J.D.
• 3-5 Years Relevant Experience
• MN State Bar Admission
• In-House Legal Experience
• M&A and Corporate Development Support

ATS Optimization Keywords

Hard Skills

• Legal Drafting
• Transaction Negotiation
• Diligence Coordination
• Information Analysis
• Corporate Governance Support
• Loan Agreement Structuring
• Bid Letter Drafting
• Regulatory Change Tracking
• Deal Project Management
• Securitization Advisory

Soft Skills

• Client Service Focused
• Effective Collaboration
• Decision Making
• Attention to Detail
• Verbal and Written Communication

Certifications & Qualifications

• Admission to State Bar

Industry Keywords

• Wealth Management
• Advisor Practice Acquisition
• Corporate Finance
• Public Company Disclosure
• Capital Solutions