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Leads the company’s legal function as senior advisor to executive leadership and the board. Oversees corporate governance, mergers and acquisitions, commercial contracts, insurance regulatory compliance, risk management, litigation, employment matters, privacy, information security, outside counsel, and legal department operations. Provides strategic, business-oriented guidance while managing legal risks across the company and its subsidiaries.

Supports business development initiatives through growth strategy research, proposal and presentation creation, client and prospect events, sales training support, CRM and data analysis, and activity tracking. Collaborates with business development and training teams to identify trends, develop insights, strengthen client relationships, and support growth across service lines and geographies.

Supports personal injury litigation from intake through settlement or trial, with specialized responsibility for conservatorship and guardianship matters. Prepares and files court pleadings, coordinates with probate and superior courts, drafts legal documents, manages case calendars and deadlines, communicates with clients and case stakeholders, organizes medical and settlement records, and assists with trial and mediation preparation.

Leads SEC filings, technical accounting, SOX 404(a) compliance, audit support, and financial disclosures. Provides U.S. GAAP guidance, researches complex transactions, oversees equity accounting and tax processes, supports acquisitions, and partners cross-functionally with business leaders, auditors, counsel, and investor relations. Prepares board and Audit Committee materials while improving reporting processes, controls, and scalable tools.

Supports daily banking operations, including wire transfers, debit and business Visa card services, exception processing, account maintenance, ACH inquiries, client support, reporting, and general ledger reconciliation. Maintains compliance with banking regulations, BSA/AML policies, and internal procedures while organizing documentation and meeting operational deadlines.

Own Berry Street’s growth measurement and investment decisions through experimentation, causal inference, attribution, media mix modeling, forecasting, and predictive modeling. Build production data models and automated ad optimization systems using messy marketing, product, and warehouse data. Guide channel budgets, creative, patient acquisition, LTV, and CAC while partnering with Growth, Product, Engineering, and leadership to drive durable cross-functional improvements.

Maintains underwriting data and treaty documentation across company systems, coordinates reporting with global teams, and supports underwriters with business evaluation, pricing information, approvals, endorsements, policy changes, and modeling data. Leads market intelligence and information management initiatives, prepares reports, and coordinates logistics for travel, client meetings, marketing initiatives, and industry events. Requires bilingual Spanish-English communication and experience in reinsurance or insurance.

Manages day-to-day client relationships and digital advertising campaigns across programmatic, search, social, display, and video channels. Coordinates briefs, deliverables, timelines, campaign activation, pacing, performance monitoring, reporting, and tracking QA. Supports media planning, audience research, budget allocation, optimization ideas, quarterly planning, RFP responses, and client presentations while partnering with specialist teams to meet campaign goals and deadlines.

Provides HR business partnership to multiple workgroups, overseeing onboarding, employee relations, investigations, labor relations, performance management, accommodations, compliance, and organizational change. Partners with leaders on recruitment, retention, development, discipline, recognition, and new-location launches. Requires substantial experience with employment laws, conflict resolution, grievances, and complex employee issues, along with up to 20% travel in the Chicago area.

Leads university partnerships, military veteran recruiting, and the Career Start alumni network. Builds talent pathways, develops engagement programs, coordinates recruiting and early-career teams, manages goals and budgets, and uses data and feedback to improve recruiting, development, retention, and employee experience. The role requires strong relationship building, project management, communication, and strategic execution, with an on-site presence four days per week in Boston.