Summary
● We’re looking for a smart, commercially savvy and proactive attorney, wanting to work as a key hire in a small and fast paced legal team within a high growth fintech operating in a highly regulated environment; reporting directly into the Chief Legal Officer & General Counsel, you should welcome the challenge and responsibility of working independently on projects, as well as taking ownership of BAU tasks and taking the initiative to build out the new legal function and work within a multidisciplinary environment
● $80,000 – 90,000 and generous benefits package
● Target start date: 1 August 2024
● Employment type: Full time (although depending upon the candidate, flexible working conditions on a 3 or 4 days a week basis could be negotiated)
● Location: Financial District, New York City
● In office work requirement: 3 days a week in office.
Overview of PensionBee
PensionBee is a leading online pension provider, making retirement saving straightforward and accessible for as many people as possible.
PensionBee helps its customers to consolidate old retirement savings accounts, enabling them to easily rollover existing 401k(s) into a new Individual Retirement Account (IRA). PensionBee’s IRA is accessible from our website or mobile app. Customers will receive visibility of their retirement savings and access to our customized retirement planning tools, enabling them to grow their savings and ultimately prepare for retirement confidently.
Operating in the United Kingdom since 2014, PensionBee administers over $6 billion on behalf of 240,000 customers. PensionBee will now extend its award-winning marketing and technology approach to the United States, seeking to rapidly grow its customer base from its operational headquarters in New York City.
The Associate General Counsel Role
As Associate General Counsel, in our New York office, you will be responsible for:
● leading on material commercial contract negotiations for US business with suppliers, banks, and assisting with the audit trail for contracts register;
● acting as point person for regulatory reviews and litigation impacting the US business;
● responsibility for maintaining, reviewing and implementing relevant legal and regulatory policies within the US business;
● developing in-house precedents for key contracts, forms and reports;
● assisting with relevant annual audit and SEC audit processes and queries;
● advising on AML/KYC and associated banking matters;
● advising on employment law related matters for US employees;
● assisting in corporate governance matters for the US business;
● assisting with SEC and DOL compliance;
● advising on developments in SEC and DOL regulatory developments;
● assisting with training of members of the US and UK business on relevant legal, compliance and regulatory matters; and
● assisting the Chief Legal Officer & General Counsel with specific projects and external law firm advisory relationships.
Requirements
The successful candidate will have an appropriate combination of the following:
● appropriate academic degree from a reputable university
● current New York Bar admission/rights to practice in New York State;
● experience level guidance: mid-level (3+ years as a guide) but attorneys with experience levels outside of this guide will be considered with experience of appropriate sectoral experience;
● essential experience: general corporate and commercial experience within a well regarded law firm or in-house team;
● desirable experience:
- exposure to compliance with DOL ERISA and SEC regimes
- previous work in a fintech environment
Benefits
● $80,000 - $90,000
● Bonus participation, including equity, is available to all employees
● 33 days of paid time off, including relevant Federal Holidays
● Separate paid sick leave policy
● 401(k) access with 3% match and immediate vesting
● 100% paid health, dental, vision, and life insurance for employee, as well as long-term disability
● Access to a number of other wellness perks and policies
Our culture
We actively seek individuals who thrive in our culture.
Our team is inspired by our vision to live in a world where everyone can enjoy a happy retirement.
We relentlessly pursue our mission to help as many people as possible feel confident in their retirement plans.
We pride ourselves on our culture and live by our values:
● Love: Treat everyone with care, empathy and respect.
● Innovation: Embrace change and seek improvement.
● Simplicity: Be straightforward and efficient.
● Honesty: Be transparent and act with integrity.
● Quality: Commit to accuracy and reliability.
PensionBee values diversity and actively strives to create an inclusive workplace, seeking to build a team that reflects our customer base and the broader society.
How to apply
If you wish to apply for this role, please provide the following by 14 May 2024:
● Resume
● Cover letter
● Evidence of current admission to New York Bar
Due to the large volume of applications we receive, we may not be able to get back to all candidates.
Additional information
As a financial institution, PensionBee will conduct appropriate background checks on the successful candidate prior to the start date.
At PensionBee, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.
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