Lead Counsel, Wealth Management & Advisor Growth

Equitable Advisors; Charlotte (NC); Híbrido; USD 220 000 - 274 000; Tempo integral

Resumo da oferta

Equitable is seeking a Counsel for Wealth Management & Advisor Growth in a hybrid role based in Charlotte, NC. You will advise on recruitment transactions, acquisitions of books of business, and strategic initiatives that expand our advisor network and wealth management platform.

The role requires a JD with 5+ years in wealth management law, strong drafting and negotiation skills, and the ability to partner with senior leaders to balance legal risk with business goals.

Qualificações

• Juris Doctor (JD) from an accredited law school and active bar membership in good standing.
• 5+ years of legal experience in a law firm and/or in-house environment, with wealth management experience.
• Demonstrated success advising business leaders on complex transactional, commercial, and strategic matters.
• Strong drafting, negotiation, and deal-structuring expertise; experience with sophisticated agreements.

Responsabilidades

• Lead as the primary legal partner for Wealth Management growth, advising on recruitment transactions and acquisitions of books of business.
• Structure, draft, and negotiate complex agreements (purchase, retention, loan, promissory notes, transition agreements).
• Provide guidance on recruitment/onboarding of financial professionals and on acquisitions of books of business by Equitable or by affiliated professionals.
• Manage outside counsel and coordination with Compliance, Risk, and business leaders on regulatory and transactional issues.

Conhecimentos

Attention to detail

Complex drafting

Negotiation

Strategic thinking

Legal analysis

Communication

Formação académica

Juris Doctor (JD) from an accredited law school

Descrição da oferta de emprego

Equitable is seeking a Counsel for Wealth Management & Advisor Growth in a hybrid role based in Charlotte, NC. You will advise on recruitment transactions, acquisitions of books of business, and strategic initiatives that expand our advisor network and wealth management platform.

The role requires a JD with 5+ years in wealth management law, strong drafting and negotiation skills, and the ability to partner with senior leaders to balance legal risk with business goals.