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We help people achieve financial well-being and peace of mind.
Attorney – AMG Transactional Team
Location
Oregon
Posted
148 days ago
Salary
$127.5K - $186.8K / year
Seniority
Mid Level
Job Description
Attorney – AMG Transactional Team
The Standard
• Provide advice and counsel to a wide variety of business stakeholders, including Sales, Operations, and Client Services to ensure compliant retirement plan designs and strategies. • Produce quality, defensible contractual language that accurately reflects stakeholder’s intent. • Act as a proactive, strategic business partner by gaining and maintaining a thorough understanding of potential legislation and regulatory developments and regularly communicating updates to stakeholders. • Partner with stakeholders to gain insight into specific business requirements and formulate accurate, comprehensive advice that supports informed decision-making. • Act as a trusted partner by identifying potential risks and outcomes, demonstrating a holistic understanding of business goals and risks. • Consistently demonstrate understanding of and motivation to achieve business goals in a legally defensible manner.
Job Requirements
- Education: Juris Doctor (JD) and active bar membership required
- Experience: Minimum of two years of experience in relevant areas of the law, or the equivalent combination of education & experience.
- Understanding of retirement plans industry, focusing on retirement plan expertise and regulatory structure (ERISA, Tax Code, securities law, state insurance law - preferred).
- Experience in group annuity/insurance product development a plus.
- Strong communication skills, including ability to provide clear, comprehensive legal advice and delivery of presentations that are understandable to non-technical stakeholders.
- Experience working closely with internal clients as a strategic partner to identify and prioritize business needs and assess and communicate risk.
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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