In-House Counsel, M&A

Confidential - In-House Counsel, M&A (Contract - Remote) About the Company

Our client is an innovative AI-driven financial technology platform company operating a portfolio of businesses focused on transforming wealth management, investment management, and financial wellness solutions. The organization develops AI-powered platforms and tools for banks, wealth managers, advisors, and consumers, including AI agents, personalized financial advisory technology, and AI-optimized financial products.

Structured as a holding company with multiple operating entities, the organization is rapidly evolving its go-to-market strategy from traditional SaaS offerings toward AI-native solutions across financial services. The company operates with a lean, highly collaborative culture that combines the intensity and execution focus of New York financial services environments with the creativity, autonomy, and pod-style collaboration commonly found in Bay Area technology companies.

Our client is seeking a senior In-House Counsel, M&A to support strategic growth initiatives, acquisitions, investments, and complex transactional matters across the organization. This role will partner closely with executive leadership and serve as a trusted legal advisor within a fast-paced, AI-native fintech environment.

This opportunity is ideal for a highly business-minded transactional attorney who thrives in growth-stage environments, operates autonomously, and embraces AI-native legal workflows and modern legal operations practices.

• Support mergers, acquisitions, strategic investments, and complex corporate transactions across multiple business lines
• Assist with technology acquisitions, AI-focused transactions, strategic partnerships, acqui-hires, and venture-style investments
• Draft, review, and negotiate purchase agreements, investment documentation, partnership agreements, and related transaction materials
• Lead and coordinate due diligence efforts, transaction execution, and post-transaction integration support
• Advise executive leadership on transaction structure, legal risk, and strategic business initiatives
• Coordinate with and manage outside counsel as needed
• Support subsidiary structuring, intercompany matters, governance, and broader strategic corporate transactions within a holding-company environment
• Utilize AI-native legal workflows and technology-enabled legal operations to improve efficiency and execution

• Juris Doctor (JD) from an accredited law school
• Active U.S. bar membership in good standing
• 10+ years of experience practicing M&A, corporate transactional, or strategic transactions law
• Significant experience handling private-company acquisitions, strategic investments, and growth-stage corporate transactions
• Experience operating within fast-paced startup, fintech, SaaS, AI, or growth-stage technology environments
• Demonstrated experience utilizing AI-native legal workflows and modern legal technology tools in legal practice
• Strong drafting, negotiation, analytical, and executive communication skills
• Ability to operate independently within a lean, high-performance legal environment

• Prior in-house counsel experience
• Experience supporting venture-backed or emerging growth companies
• Fintech, wealth management, financial services, AI, or technology industry experience
• Experience working directly with executive leadership and strategic business teams

• Contract (3 Months to Start + Extension)
• Remote
• Compensation: $125-$175anHR W2
• Commitment: 40 Hour Work Week, Monday to Friday, Standard Daytime Hours
• Reports directly to the COO & General Counsel