Who we are: The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. We’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others. At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us. Job Overview: The Chief Legal Officer (CLO) is the senior legal executive for the enterprise and a key strategic partner to the CDA Executive Director, executive management team, and all departments, boards, councils and committees. The CLO leads a shared services legal department providing comprehensive legal, governance, compliance, internal audit and risk management support for the California Dental Association (CDA), The Dentists Insurance Company (TDIC), TDIC Insurance Solutions (TDICIS), the CDA Foundation and Rotunda Partners, LLC. The CLO works in a dynamic environment and excels at navigating complex and wide-ranging legal and business matters. The CLO also serves as the Chief Compliance Officer and directly oversees the governance department and the Council on Professionalism and Mediation. The CLO ensures that legal operations are efficient, responsive, and aligned with the organization’s mission to support the dental profession and the oral health of the public. The CLO is a member of the Executive Team. Executive Team members share responsibility for driving enterprise-wide strategy, shaping organizational culture, and leading with courage and clarity. Executives are expected to model our universal competencies of collaboration, service, and respect, build strong partnerships, champion inclusivity, and ensure focus on member and policyholder needs. Executives set clear strategic direction, inspire action and commitment, and empower high performing teams. Their decisions and behaviors consistently reflect our mission, vision and values, demonstrate our people-first culture and reinforce our keen focus on our members, policy holders and the communities they serve.  Essential Functions – must be able to perform with or without a reasonable accommodation: Legal Strategy & Leadership - Serve as chief legal advisor to boards of directors, executive leadership, and senior management. - Develop and execute legal strategies that support the enterprise’s business goals and manage legal risk, including opportunities to grow the business. - Communicate complex legal issues through both prepared and extemporaneous presentations, translating technical concepts into clear, practical terms and guidance for diverse audiences. - Lead, mentor, and manage the shared services legal department, ensuring high-quality, timely, cost-effective legal support. - Oversee enterprise-wide contract review process. - Manage litigation, administrative actions, and regulatory inquiries across the enterprise, including engagement and management of outside counsel as needed. - Support CDA’s public policy and advocacy work by providing legal strategy and analysis on proposed legislation, regulations and litigation. - Oversee CDA’s Council on Professionalism and Mediation, including an alternative dispute resolution program for CDA members, and the member Code of Ethics. - Oversee legal operations, budgeting, and engagement of outside counsel. Corporate Governance - Provide guidance on governance-related matters to the boards of all entities, as well as CDA councils, committees and the House of Delegates. - Ensure compliance with for-profit and non-profit corporation laws, insurance regulations, and real estate requirements. - Draft, review, and maintain corporate governance documents (e.g., articles of incorporation, bylaws, general operating principles, board policies, charters, and minutes). - Manage process for identification and handling of conflicts of interest for management and volunteer leadership. - Partner with the Chief People Officer on board education and ensure adherence to fiduciary duties and governance best practices. Regulatory & Compliance Oversight - Serve as Chief Compliance Officer, overseeing compliance programs, policies, training, reporting, and enforcement. - Ensure compliance with laws and regulations affecting each entity, including: - Multi-state insurance regulatory requirements for TDIC and TDICIS - Nonprofit compliance, charitable solicitation rules, and IRS regulations for the association and the foundation - Real estate management law, lease requirements, and property operations - Labor & employment laws, data privacy regulations, and state/federal statutory requirements - Oversee the Special Investigations Unit and internal audit function for TDIC. - Collaborate with finance and insurance operations to ensure timely regulatory filings, license renewals, and compliance audits. - Oversee management and protection of all trademarks and copyrights for the enterprise. - Ensures enterprise-wide compliance with antitrust laws. Risk Management - Identify and mitigate legal, financial, reputational, and operational risks across the enterprise. - Collaborate with the Chief Financial Officer on corporate insurance programs, claims management, and enterprise risk processes. - Advise on risk prevention strategies, internal controls, and policy development. Employment & HR Legal Support - Advise on employment law matters, including multi-state employment compliance, wage & hour issues, investigations, accommodations, and employee relations. - Partner with HR on policy development, training, and dispute resolution. Non-Essential Functions - Performs other duties as assigned. Qualifications: Required: - Juris Doctor from an accredited law school. - Active State Bar of California license or eligibility for immediate in-house counsel registration. - 10+ years of progressively responsible legal experience, including 5+ years in a senior leadership role. - Experience advising boards of directors or similar governance bodies. - Experience with nonprofit organizations, regulated industries, or multi-entity environments. - Demonstrated ability to develop legal strategy and contribute to executive decision making. - Proven experience leading and developing high performing teams. Preferred: - Experience with: - Professional or trade associations - Corporate governance (for profit and non-profit) - Insurance regulatory compliance (property & casualty and professional liability) - Knox-Keene Act and/or the Department of Managed Health Care - Commercial real estate and leasing - Employment law - Enterprise risk management - Intellectual property (trademarks, copyrights) Working Conditions: Occasionally (1-33%) - Frequently (34-66%) - Constantly (67-100%) - While CDA is a remote-first work environment, this role is required to be within driving distance to the Sacramento office. - Remote-first work environment - The organization supports employees working primarily from remote locations. - This position requires in‑person attendance for meetings at least twice per month. Additional travel may be needed for key business activities such as team offsites, board meetings, annual meetings and enterprise‑wide events. - Constantly reviewing and analyzing data on a computer screen and physical documents. - Frequently maintains a stationary position. - Occasionally moves around the office to access file cabinets, office machinery, etc. - Occasionally travels within and outside the state of CA, as needed. Company Benefits: At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals. - Remote and hybrid flexibility and technology to support remote work - Generous time off program with executives starting at 27 days of PTO and 13 paid holidays (includes a floating holiday and winter closure) - Highly competitive medical, dental and vision plans, including FSA and HSA account options - 401(k) plans, with a generous match and safe harbor contributions upon eligibility - Paid parental leave - Wellness programs, including incentives and an In-Shape Family Fitness discount - Opportunities for professional development, training and leadership skill-building - Critical illness, accident, life, pet, short term and long-term disability insurance options - Employee Assistance Program (EAP) for support navigating day-to-day challenges Pay Information:Executive - $325,000 - $391,000 Incentive Bonus Opportunity We Are CDA Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next. CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org. To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

About Upstart At Upstart, we’re united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that’s both radically intelligent and deeply human. Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. But the numbers only hint at the impact. Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress. We’re proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn’t mean distant. We’re intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you’ll have the support to work in the way that works best for you. If you’re energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we’d love to hear from you. The Role: As the Assistant General Counsel (Director), Capital Markets Legal at Upstart, you will work with counterparties across Upstart including members of the product, operations, compliance, accounting, tax, treasury and finance teams. You will work on bilateral deals, small club deals, broadly syndicated deals and everything in between. Upstart’s capital markets legal team is at the forefront of creating innovative deal structures that drive our business forward. We negotiate deals that push the envelope on deal terms in a thoughtful, strategic manner. By partnering with the capital markets business team, we exert a tremendous impact on the overall amount of funding that Upstart is able to obtain each year. How you’ll make an impact - Partner closely with Upstart’s capital markets team to structure securitization transactions (including pass-throughs and asset-backed securitizations), complex purchase and sale agreement structures and other liquidity arrangements - Review, draft and negotiate a variety of transactional documents opposite sophisticated institutional investors, including asset managers, private equity funds, hedge funds and pension funds - Influence and marshall colleagues outside of the legal team and external parties to drive deals or projects to completion. Represent the legal team in high-level discussions with external parties, including outside counsel, auditors, regulators, and industry associations. - Manage a team of five attorneys, some of whom are very senior. Anticipate and unblock obstacles for the team’s work. - Create internal education on a variety of legal risks. Minimum Qualifications - J.D. degree with solid academic credentials and a state bar membership - 12 years of work experience, including both large law firm and in-house experience (in structured finance, debt finance or similar) - Self-starter who is comfortable working in a fast-moving environment with competing priorities and possesses a “can-do” attitude - Experienced in drafting and negotiating sophisticated transactional documents - Strong communication skills with a demonstrated ability to effectively and proactively provide quick, concise, and practical legal advice - Eager to develop expertise in new or unfamiliar products and areas of law - Team player – no egos - Prior experience managing a team of lawyers Preferred Qualifications - Prior experience at a fintech company focused on lending /credit markets - CA or NY bar membership - Proven ability to develop scalable processes and procedures Position location This role is available in the following locations: Remote Time zone requirements The team operates on the East/West coast time zones. [Only use this section if there are specific time zone requirements that this role must work in; if the role is remote-US or can work in any timezone in the US, please remove this section.] Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time. #LI-REMOTE #LI-Director --> use for L7 At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location–with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Base Salary Range $239,200—$331,000 USD What you'll love At Upstart, our benefits are designed to support your health, financial well-being, family, and personal growth. Here’s what you can expect: - Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly - Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year - Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees - Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose - Health Savings Account contributions from Upstart for eligible plans - Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage - Paid time off, sick and safe time, and company holidays - Paid family and parental leave to support caregiving and major life moments - Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving - Employee Assistance Program (EAP) offering mental health support and life-centered resources - Financial wellness resources, including access to financial planning tools and a financial concierge service - Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you - Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from - Connection and community through team events and onsites, all-company updates, and employee resource groups (ERGs) - Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!). Upstart is a proud Equal Opportunity Employer. Just as we are dedicated to improving access to affordable credit for all, we are committed to inclusive and fair hiring practices. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com https://www.upstart.com/candidate_privacy_policy

• Own and drive commercial agreements • Support complex negotiations and strategic initiatives • Partner with Product and Engineering teams to assess legal risks • Support key legal workstreams across IP, data protection, and compliance • Help build the legal foundations that scale • Support international expansion • Collaborate cross-functionally and contribute to a culture of trust

• Draft, review, and negotiate a broad range of commercial agreements, including: • Enterprise software license agreements (including on-premise licensing models) • Cloud services agreements • Reseller, VAR, OEM, and other channel partner agreements • Professional services agreements • Support sales and commercial teams in negotiating customer and partner agreements. • Advise business stakeholders on contract structure, risk allocation, and negotiation strategy. • Manage multiple concurrent negotiations in a high-volume commercial environment. • Collaborate with sales, finance, operations, and product teams to resolve commercial issues and support deal execution. • Assist with commercial disputes and escalations, working with external counsel where appropriate.