Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Choreo is seeking a dynamic and experienced Associate General Counsel (AGC) to lead our day-to-day legal operations in partnership with the General Counsel. This pivotal role will oversee a range of legal functions, focusing primarily on mergers and acquisitions while contributing to various corporate initiatives. The AGC will manage one direct report and collaborate within a dedicated team of five, including compliance professionals.
Primary Responsibilities:
- Draft and review legal contracts related to mergers and acquisitions, non-disclosure agreements, advisory contracts, vendor contracts, employment agreements, corporate governance, real estate contracts and custodian agreements with precision and attention to detail.
- Conduct thorough research on legal issues pertinent to advisory services, Department of Labor regulations, insurance, and other business segments within Choreo.
- Oversee the management and optimization of our contract management system to ensure compliance and efficiency.
- Manage firm-wide litigation matters in collaboration with outside counsel, ensuring effective resolution and strategic direction.
- Address legal and compliance challenges within our insurance agency operations, maintaining adherence to industry regulations.
- Collaborate closely with the General Counsel and external legal advisors on various legal matters, ensuring alignment and strategic oversight.
- Travel to various Choreo offices as necessary to provide support and maintain strong relationships across the organization.
Basic Qualifications:
- Juris Doctor (JD) and a bachelor’s degree are required.
- Active license to practice law.
- A minimum of 12 years of experience in wealth management or financial services.
- Proficient in technology applications, including Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and enterprise CRM systems.
- Exceptional presentation skills with the ability to influence stakeholders at all levels through clear, informed, and logical discussions and presentations.
- Strong interpersonal skills with a collaborative and approachable style, fostering teamwork and open communication.
- Proven ability to solve complex problems collaboratively and maintain confidentiality.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
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What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
