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Manage inbound KYC request lifecycle: intake, verify documentation for AML/KYC compliance, provide client-facing guidance, maintain accurate records, and apply evolving global regulatory requirements to ensure timely, audit-ready resolutions.

Design, build, and scale internal compute, storage, and networking platform services to ensure reliability and performance. Implement monitoring, alerting, and incident response; collaborate with application engineers to ensure scalable designs; automate infrastructure and improve systems globally while reducing operational toil.

Own the success and health of a portfolio of private fund manager clients: manage full lifecycle from onboarding to mature relationships, proactively drive engagement and retention, identify upsell/cross-sell opportunities, coordinate with legal delivery, sales, marketing and operations, and use CS tooling and AI capabilities to scale and personalize client engagement.

Act as day-to-day legal contact for institutional investors and asset managers, advising on transactional compliance risks (AML/CTF, bribery, financial crime). Review fund structures, SPVs and multi-jurisdictional ownership, coordinate materials with deal teams and counterparties, and ensure transactions close in compliance with regulations and internal policies.

Manage end-to-end LP transfer processes, supervise paralegals, serve as primary client contact for KYC/AML and transfer documentation, evolve client playbooks, support pitches, and partner with tech to improve AI-driven legal workflows for private funds.

Negotiate and execute high volumes of pre‑M&A contracts (NDAs, NRLs, joinders, engagement letters), act as primary day‑to‑day contact for fund and asset manager clients, maintain contract playbooks, mentor junior lawyers, use and improve AI-backed legal tools, and manage the full contract lifecycle from review to execution.

Lead negotiation of complex pre-M&A and multi-party agreements, manage key fund and asset manager client relationships, supervise external counsel, drive legal tech (Carta Ava/CLM) adoption, mentor junior lawyers and senior paralegals, and own the firm-wide clause library and playbook framework.

Provide day-to-day legal counsel for investment fund and asset manager clients, negotiating high volumes of pre-M&A contracts (NDAs, NRLs, joinders, engagement letters), maintaining client playbooks, mentoring junior lawyers and paralegals, and contributing to improvement of Carta's legal technology and AI-backed contract tools.

Provide high-touch support to the CFO and SVP of Finance including heavy calendar management, inbox triage, international travel and visa coordination, board and audit committee meeting logistics, expense approvals, event and offsite planning, end-of-day briefings, and cross-team liaison work while contributing to EA team projects.

Carta is seeking professionals who are inspired by their mission to connect founders, investors, and limited partners through software. This role involves collaborating with teams in various sectors like engineering, product, support, and operations, and is open to individuals underrepresented in the workplace.