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GMO

Asset management with long-term, valuation-based investing

Senior Legal Counsel – Advisory and Intermediary Lead

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeBoston, MA, USA$170k - $215k /yrHybrid

About the Job

Requirements

  • JD with a minimum of 5-10 years legal experience
  • Experience advising asset managers, investment advisers, or financial services firms on client, fund, and distribution matters. Prior in-house experience preferred
  • Exceptional negotiation skills, with particular expertise in complex investment agreements, side letters, and intermediary arrangements, and ability to balance commercial objectives and regulatory obligations
  • Strong working knowledge of the Investment Advisers Act, as well as other U.S. and international regulatory frameworks applicable to asset management and distribution
  • Proven ability to operate independently while serving as a senior advisor to cross‑functional stakeholders
  • Excellent communication skills (oral and written)
  • Excellent listening skills
  • Analytical clarity and creativity
  • Lateral thinking and communication
  • Practical solutions in the face of business tradeoffs
  • Enthusiastic
  • Strong organizational skills – ability to take responsibility for and prioritize multiple projects simultaneously
  • Ability to consistently demonstrate sound judgment and the highest level of ethics and integrity
  • Strong financial product development experience and knowledge
  • Demonstrated ability to mentor others
  • Knowledge of tax related concepts helpful but not required
  • Love of the law and intellectual curiosity
  • Tenacious with the ability to move quickly and follow through on commitments
  • Strong work ethic and the ability to hold yourself and others to the highest standards

Responsibilities

  • Serve as the primary legal advisor on complex institutional client matters, including negotiation of investment management agreements, guidelines, fee arrangements, and bespoke side letters for U.S. and non‑U.S. clients
  • Lead legal support for intermediary, model‑delivery, and distribution relationships, negotiating and structuring agreements with registered investment advisers, wirehouses, private banks, and platform partners
  • Partner closely with Investment, Client Relationship Management, Business Development, Operations and Product teams to deliver commercially pragmatic, risk‑aware legal advice that supports asset growth and client retention
  • Lead analysis and governance of fee arrangements, “Most Favored Nation” analysis, and affiliation rules to ensure regulatory compliance and risk mitigation
  • Review and provide final legal sign‑off on RFP responses, due diligence questionnaires, and client‑facing disclosures

About the Company

GMO

Asset management with long-term, valuation-based investing

GMO provides investment management for institutions, financial intermediaries, and families worldwide across asset classes. Its teams use a long-term, valuation-based approach to identify opportunities and tailor investment solutions, emphasizing contrarian opportunities and clear client reporting. The firm differentiates itself with a collection of focused investment teams, an open culture of debate, and bespoke client service backed by a disciplined philosophy and global reach. Its goal is to help clients achieve their financial objectives through prudent, risk-aware returns delivered via tailored solutions.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1977

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