Senior Corporate Counsel, Investments

Posted 22 Days Ago
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Seattle, WA
In-Office
170K-290K Annually
Mid level
Financial Services
The Role
The Corporate Counsel will support investment activities, negotiate M&A, and manage regulatory compliance within a collaborative environment.
Summary Generated by Built In

Who We Are 

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13.5 billion in assets under management. With a team of over 125 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. 

About the Role 

We are seeking an experienced transactional lawyer to join Freestone as a Senior Corporate Counsel in Seattle. You will work closely with the General Counsel and gain broad exposure to the firm’s investment and operations groups. A substantial portion of your responsibilities will involve supporting the firm’s investment activities, including joint ventures, small- to mid-cap M&A, and real estate acquisitions, as well as investment management mandates. You will be involved in challenging projects within a collaborative and fast-paced environment that values creativity, thoughtful problem-solving, and attention to detail. 

Key Responsibilities 

  • The role encompasses a wide array of responsibilities, ranging from negotiating and closing joint ventures, M&A, real estate acquisitions, and investment management mandates, to supporting select legal issues at the portfolio company level. 
  • This role will also involve maintaining investment funds and their associated offering documents, regulatory compliance matters, and general corporate matters (e.g., corporate governance, vendor contracts, tax, and employment issues). 
  • You will work closely with the firm’s business groups to support their legal needs. 

Qualifications and Skills 

  • J.D. degree and 4–6+ years of law firm transactional experience, including due diligence, M&A, real estate acquisitions, and joint ventures. 
  • Familiarity with tax structuring and investment advisory issues (e.g., the Investment Advisers Act) is a plus. 
  • Enjoys fast-paced work environments and having ownership over work projects. 
  • A keen eye for detail; efficient and highly productive. 
  • Flexible and level-headed, with superior organizational and project management acumen. 

Why Join Us? 

  • The expected annual base salary for this position is $170,000–$290,000, depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance. 
  • Comprehensive benefits include medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, long-term care, parental leave, accidental death insurance, and flexible spending. 
  • Generous paid time off—17 days of PTO to start, 10 paid holidays, and Summer Fridays. 
  • Meal perks, company events, team celebrations, and more. 
  • A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow. 

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.  

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices. 

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The Company
HQ: Seattle, WA
98 Employees
Year Founded: 1999

What We Do

Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and
transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.

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