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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