4h ago

Senior Counsel – Investment Solutions

Boston, MA

~$200,000-$250,000 / yearest.

G
full-timeseniorFinancial Services

💼 About This Role

You'll advise Great Gray's trust and administrative services businesses on CIT matters and fund formation. You'll lead legal strategies for high-priority business projects like M&A and conversions. This role offers the chance to work in a high-growth retirement services environment.

🎯 What You'll Do

  • Advise on CIT eligibility, investments, and tax exemptions.
  • Draft and negotiate fund formation documents.
  • Execute legal strategies for M&A and asset conversions.
  • Serve as in-house benefits counsel for employee plans.

📋 Requirements

  • JD from an accredited law school.
  • 5+ years of experience as an attorney.
  • Admission to a state bar.
  • Financial services experience with ERISA expertise.

✨ Nice to Have

  • Combination of law firm and in-house experience.
  • Experience with private market fund formation.
  • M&A transaction experience.

🎁 Benefits & Perks

  • 🏖️ Unlimited PTO
  • 🏥 Health insurance
  • 💰 401(k) matching
  • 📈 Professional development
  • 🏢 Hybrid work model

🚩 Heads Up

  • Role requires 5+ years but title says 'Senior Counsel' which may imply more.
  • Broad responsibilities spanning legal strategy and administrative tasks.
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