Careers @ Advicent

Build the future. Own your future.

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

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General Counsel

US-WI-Milwaukee
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Overview
Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose

As the General Counsel at Advicent, you will provide legal support and guidance over Advicent's top strategic initiatives. You will lead the legal operations pertaining to business development, IP, contract negotiation and management, and general corporate legal requirements, as well as lead the human resources and recruiting functions, partnering with the management team to develop our talent management strategy and provide day-to-day support in those areas.

What you’re accountable for
  • Engage across the business as Advicent's in-house Corporate Counsel on legal issues and risks, complex deal structures, corporate policies and procedures, acquisitions, commercial deals, and intellectual property protection.
  • Negotiate complex commercial terms and large commercial deals.
  • Recommend and implement policies to support scalability while reducing operational risk.
  • Create and implement templates for master service agreements, compensation plans, EULA's, etc.
  • Work with team members to simplify complex legal language, and negotiate and manage contracts including NDAs, master service agreements, and statements of work with enterprise clients.
  • Provide legal advice, opinions, and solutions regarding issues and risks relating to the business.
  • Manage and interface with outside legal counsel.
  • Anticipate and counsel Advicent management regarding potential disputes.
  • Drive legal and business strategies without losing sight of the day-to-day operations.
  • Provide thought leadership, strategic insight, and clear communication to team members on strategy.
What skills are required
  • Admission to practice law in a U.S. State or the District of Columbia bar
  • A minimum of 5 years of experience across both law firm and corporate settings
  • Relevant employment law experience
  • Software-as-a-Service (Saas) and/or financial services technology background is preferred
  • Experience structuring and negotiating complex transactions, including master service agreements, statements of work, NDAs, licensing agreements, and partnership agreements
  • Experience dealing with employment law in the U.S. and Canada, including independent contracting, compensation plans, and HR issues
  • Familiarity with private equity-owned businesses helpful
  • The ability to quickly master and integrate legal, business, technical, and organizational skills.
  • An extremely sharp eye for detail with exceptional business judgment and a knack for coming up with creative solutions
  • The ability to support and scale in with a focus on execution
  • Experience with salesforce.com preferred.
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities