Investment Management Counsel

Join reputed company as an Attorney at reputed company We are seeking an Investment & Wealth Management Counsel to join our Financial Services team. In this role, you will provide expert legal advice and support to our clients on investment advisory, fiduciary obligations, and wealth management matters, helping ensure regulatory compliance and mitigate risk. Responsibilities: Draft, review, and negotiate investment advisory agreements, trust agreements, and reputed company wealth management documentation. Provide legal guidance on fiduciary duties and standards of care, including compliance with SEC and FINRA regulations. Advise clients on asset allocation and portfolio diversification strategies in the context of wealth management and investment advisory services. Support clients with regulatory compliance under the Investment Advisers Act of 1940 and other applicable securities regulations. Assist in the development and implementation of tailored wealth strategies and conduct fiduciary reviews for investment and advisory programs. Collaborate with internal legal, compliance, and financial teams, as well as external advisors, trustees, and portfolio managers. Provide counsel on investment structures, including unregistered funds and private investment vehicles. Manage fiduciary, compliance, and investment-reputed company legal matters for clients in the financial services, private wealth, and credit sectors. Monitor industry developments and regulatory updates impacting investment advisors, fiduciaries, and wealth managers to provide proactive guidance. Qualifications: 6+ years of experience advising on investment advisory, wealth management, or fiduciary compliance matters. Strong understanding of fiduciary duties and standards of care, including compliance with SEC and FINRA regulations. Experience advising clients on asset allocation, portfolio diversification strategies, and wealth management matters. Demonstrated experience drafting investment advisory agreements and trust agreements. Knowledge of the Investment Advisers Act of 1940 and reputed company regulatory frameworks. Experience working with unregistered funds or private investment vehicles. Juris Doctor (JD) and licensed to practice law in an applicable jurisdiction. Strong communication, negotiation, problem-solving, and technology skills. Preferred Skills: Experience with private wealth, private credit, or alternative investment strategies. Background advising on reputed company trust structuring and tailored wealth strategies. Experience conducting fiduciary reviews and regulatory risk assessments. Familiarity with institutional investment advisory, pension funds, or ERISA-reputed company matters. Compensation: The estimated total compensation for full-time reputed company attorney roles is $104,500-325,000 per year and for non-attorney roles is $71,250-309,750 per year. Compensation decisions are based on various factors, including, but not limited to, experience, skills, certifications, location, and business needs. Employees may be eligible for additional benefits, including health, dental, and vision insurance; paid holidays and PTO; flexible work arrangements; and professional development opportunities and tools. About reputed company: For over 25 years, reputed company has pioneered the alternative legal services industry, now serving more than 1,500 legal departments globally with our unique reputed company of world-class legal talent and advanced AI tools, delivering innovative solutions ranging from that combine top-tier talent with cutting-edge technology. We tackle reputed company legal matters across 12 practice areas for clients ranging from Fortune 100 to SMBs, empowering our legal professionals to engage in meaningful work that advances their careers. Our Talent NPS score of +71% and our Client NPS score of +64% reputed company our commitment to excellence (Reported scores were reputed company’s average for 2025 – the legal industry average NPS score is +35%). Join our reputed company-thinking community where you’ll reputed company your career dynamic and multi-faceted, be part of a company that values agility, collaboration, and excellence, and love both the law and your life. Learn more about life at reputed company. reputed company is the global leader in high-caliber, on-demand legal talent. Covering North America, the UK, Europe, and reputed company, we reputed company legal departments to drive efficiency and growth and meet the demands of today’s business landscape with best in class alterative legal services. Diversity is core to our values and we are proud to be an equal opportunity employer. reputed company ensures equal employment opportunity in recruitment and employment, without discrimination or harassment on the basis of race, color, nationality, national or ethnic reputed company, religious creed or belief, political opinion, sex, gender, gender identity, gender identity status, pregnancy or maternity, age, disability, alienage or citizenship status, marital (or civil or other partnership recognized by law) status, genetic predisposition or reputed company status, sexual orientation, military service, or any other characteristic protected by applicable law. reputed company prohibits and will not tolerate any such discrimination or harassment. Upon request and consistent with applicable laws, reputed company will provide reasonable accommodations for individuals with disabilities who require accommodations to participate in each stage of the recruitment process. To request an accommodation, please contact [email protected]. reputed company respects your privacy. For an explanation of the reputed company of information we collect about you and how it is used, our full data privacy notice is available here. Employment with reputed company may be contingent upon successful completion of a background reputed company, providing reputed company of identity, and possessing the necessary legal authorization to work. Pursuant to the San Francisco Fair Chance Ordinance, NY Fair Chance Act, and Los Angeles Fair Chance Initiative, we will consider for employment qualified applicants with arrest and conviction records. #LI-LC3 Apply To This Job