Counsel – Equity Management

🕒 April 14

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Serve as Legal department lead for equity compensation and equity management matters • Oversee day-to-day legal compliance for WEG’s equity compensation programs, including profits interests, incentive units, and cash-equivalent incentive arrangements • Advise on the design, implementation, and administration of equity compensation programs to ensure alignment with business objectives and legal requirements • Partner with Finance, HR, Payroll, and Equity Administration teams to ensure accurate and compliant equity grants, vesting, settlements, redemptions, and forfeitures • Prepare and review required securities filings, including Form D and related documentation • Manage and coordinate outside securities counsel, including defining scope of engagement and monitoring legal spend • Draft, review, and maintain equity-related documents, including equity plan documents, award agreements, subscription agreements, participant communications, and related templates and internal guidance materials

🎯 Requirements

• Juris Doctor (JD) degree from an accredited law school • Active bar membership in at least one U.S. state • 4–8 years of legal experience with a strong background in equity compensation programs, corporate law and securities law; experience in either a law firm or in-house legal department would be considered • Working knowledge of the Securities Act of 1933, Securities Exchange Act of 1934, and related SEC rules and exemptions • Experience drafting and advising on equity plan documents, award agreements, and private offering documentation • Strong understanding of equity compensation structures in private company environments • Demonstrated ability to manage complex, cross-functional initiatives and balance legal risk with practical business solutions • Detail-oriented with strong analytical and problem-solving abilities • Ability to work in a fast-paced environment and manage multiple projects with tight deadlines

🏖️ Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)