Vice President, Corporate Counsel

AssetMark Financial Holdings

Concord (CA)

Hybrid

USD 190,000 - 215,000

Full time

14 days+

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Benefits offered by this job

Hybrid work schedule
401K matching
Medical, Dental, Vision
HSA employer contribution
Volunteer Time Off
Career Development
Fitness Reimbursement
Hybrid Work Schedule

Job summary

AssetMark Financial Holdings is seeking a Vice President, Corporate Counsel to join a collaborative legal team. This hands-on role serves as trusted advisor to leaders, handling commercial contracts, client agreements, strategic initiatives, and other corporate matters.

Hybrid work accommodation near Concord, CA or Charlotte, NC; requires a JD and active US bar with at least five years of experience in financial services or a regulated industry; visa sponsorship not offered.

Qualifications

  • Juris Doctor degree and US bar admission.
  • At least five years of relevant legal experience.
  • Experience in financial services or regulated industries preferred.
  • Strong judgment, communication, and business acumen.
  • Ability to advise across multi-state employment-law issues.

Responsibilities

  • Review and negotiate data license and enterprise technology agreements.
  • Advise People and Culture on employment matters across multi-state contexts.
  • Provide guidance to paralegals and develop legal processes and templates.
  • Policy review.
  • Other duties as assigned.

Skills

Commercial contract law
Contract drafting & negotiation
Legal advisory
Risk assessment
Cross-functional collaboration
Policy interpretation
Employment law knowledge
Attention to detail
Project management

Education

Juris Doctor degree
Bar admission in US

Tools

Contract management software
Microsoft Office

Job description

Job Description:
The Job/What You’ll Do:

As Vice President, Corporate Counsel at AssetMark, you will join a highly collaborative legal team and serve as a trusted advisor to leaders across the organization. This is a broad, hands-on role with the opportunity to work on a diverse range of legal and business matters, including complex commercial contracts and client agreements, strategic initiatives, and other corporate matters aligned with your experience and interests.

You’ll partner closely with colleagues across Legal, Compliance, Risk and Information Security, as well as business leaders throughout AssetMark, to provide practical, thoughtful counsel that helps the company move forward. We’re looking for an experienced attorney who brings strong judgment, clear communication, business acumen, and a proactive approach to solving complex issues.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA or Charlotte, NC office.

Responsibilities:
  • Reviewing and providing advice on data license agreements
  • Reviewing and negotiating agreements for enterprise technology solutions
  • Advising the People and Culture team on employment matters, including policy interpretation, organizational initiatives, and multi-state employment-law considerations
  • Provide guidance and oversight to paralegals and other legal support team member and contribute to the development of legal processes, templates, standards, and best practices
  • Policy review
  • Other duties as assigned
Knowledge, Skills, Abilities:
  • Strong knowledge of commercial contract law and demonstrated ability to draft, review, and negotiate complex business agreements.
  • Working knowledge of technology transactions, including software licensing, SaaS, cloud services, implementation services, support and maintenance, information security, and vendor-management arrangements.
  • Knowledge of legal issues arising from the licensing, acquisition, use, disclosure, and commercialization of data, including intellectual property, confidentiality, privacy, cybersecurity, data-use limitations, and ownership rights.
  • Working knowledge of federal and state employment laws and the ability to provide practical advice regarding employee relations and workplace matters.
  • Ability to identify, assess, explain, and appropriately balance legal, regulatory, operational, financial, and reputational risks.
  • Excellent legal drafting, negotiation, research, analytical, and problem-solving skills.
  • Sound judgment and the ability to provide clear, practical, and business-oriented legal advice in situations involving incomplete information or competing priorities.
  • Ability to communicate complex legal concepts clearly and concisely to attorneys, executives, managers, and other business stakeholders.
  • Strong interpersonal and collaboration skills, including the ability to develop effective working relationships across functions and levels of the organization.
  • Ability to supervise, guide, and review the work of paralegals.
  • Strong organizational and project-management skills, with the ability to manage multiple matters, deadlines, and stakeholders simultaneously.
  • Ability to work independently, exercise appropriate discretion, and recognize when a matter should be escalated.
  • High degree of professionalism, integrity, confidentiality, and attention to detail.
  • Proficiency with standard office, document-management, contract-management, and legal-research technologies.
Education and Experience
  • Juris Doctor degree from an accredited law school, or an equivalent legal degree that qualifies the individual for admission to practice law in a United States jurisdiction.
  • Current license to practice law, in good standing, in at least one U.S. state or the District of Columbia.
  • At least five years of relevant legal experience in a law firm, corporate legal department, government agency, or a combination of those settings.
  • Experience in financial services, investment management, financial technology, or another regulated industry is preferred.
  • Experience advising a geographically dispersed employer on multi-state employment-law issues is preferred (and experience with India law, a plus)

Compensation: The Base Salary range for this position is between $190,000-$215,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

#LI-JM1

Who We Are & What We Offer:

We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.

We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.
  • Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
  • Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

  • Flex Time or Paid Time Off and Sick Time Off
  • 401K – 6% Employer Match
  • Medical, Dental, Vision – HDHP or PPO
  • HSA – Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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