Assistant General Counsel

2 weeks ago

San Francisco, California, United States Endeavor Full time
About Endeavor

Endeavor is a fast-growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We're a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you.

About the Position

Endeavor is entering an exciting phase, and we're looking for an Assistant General Counsel to join our growing Legal Team. As the 2nd member of our in-house legal team, you will take ownership of commercial contracts, NDAs, broker-dealer agreements, and much more. This is a high-impact position that will be instrumental in Endeavor's continued rapid growth and will have opportunities for significant career growth as well.

Key Responsibilities
  • As our first commercial attorney, take ownership of all aspects of contracting for Endeavor - draft, review and/or negotiate commercial contracts, vendor contracts, SaaS/enterprise software, facilities/real estate, professional services and supplier contracts.
  • Ensure Endeavor's commercial relationships comply with applicable law, Endeavor's data privacy and security policies, relevant privacy regulations and outsourced services guidelines.
  • Working closely with the contract manager, build out an enterprise-grade contract lifecycle management system and assist the procurement team in helping to implement tools, processes, training and playbooks to better manage vendor contracts and mitigate risk.
  • Quickly become a leader and expert in negotiating agreements specific to our industry, including NDAs, market data agreements, data access agreements, MSDAs, model marketplace license agreements, MSLAs, mutual fund selling agreements/mutual fund distributor agreements and others.
  • Help negotiate and manage all transactions for the company, including any funding rounds, M&A matters and partnership agreements.
  • Partner cross-functionally with teams including compliance, finance and product.
  • Identify and evaluate business and legal risks, and find creative ways to mitigate them while achieving business goals.
  • Effectively distill and explain complex issues in a meaningful and effective way to a variety of cross-functional stakeholders.
  • Thoughtfully prioritize workloads and competing priorities.
Requirements
  • J.D. degree and membership in at least one U.S. state bar
  • 8+ years of legal practice experience, ideally at a leading law firm followed by in-house practice at a fintech, financial services and/or technology company as a commercial counsel
  • Some knowledge of laws and regulations relevant to broker-dealers and investment advisors is required, expertise is desirable
  • An excellent drafter. Sound and practical business judgment and the ability to handle ambiguity and imperfect information.
  • A desire to build and set up structures and processes.
Bonus Points
  • Experience as an in-house counsel at a broker-dealer and/or an asset manager is highly preferred
  • Privacy experience is very helpful
  • High-growth company and startup experience is helpful
Benefits
  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

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