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AssetMark

Third-party asset management platform for advisors

Vice President Corporate Counsel

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • 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.
  • 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.
  • Candidates must be legally authorized to work in the United States.

Responsibilities

  • Review and provide advice on data license agreements.
  • Review and negotiate agreements for enterprise technology solutions.
  • Advise 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 members, and contribute to the development of legal processes, templates, standards, and best practices.
  • Review policies.
  • Perform other duties as assigned.

Desired Qualifications

  • 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; experience with India law is a plus.

About the Company

AssetMark

Third-party asset management platform for advisors

AssetMark provides a comprehensive, third-party asset management platform that empowers independent financial advisors by offering investment solutions, advanced technology, and consulting services. Its products work as an integrated suite: a platform with investment options, technology tools for client onboarding and portfolio management, and advisory consulting that acts as an extension of the advisor’s team. This setup helps advisors deliver personalized guidance and run their practices more efficiently, with revenue generated from platform and service fees. Compared to competitors, AssetMark combines a broad investment lineup, advisor-centric support, and seamless technology integration to streamline wealth management rather than relying on standalone products. The company's goal is to help financial advisors grow their practices and better serve clients with tailored, efficient solutions.

Company size
1,001-5,000
Company stage
IPO
Headquarters
California, United States
Founded
1996

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