Corporate Counsel

🕒 April 24

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚖️ Legal Counsel / General Counsel

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Wealthfront

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

Finance • Fintech • SaaS

Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.

📋 Description

• Advise the Company on a range of corporate and securities matters • Assist with public company reporting obligations, including preparation of applicable corporate and securities filings • Assist with corporate governance materials such as board resolutions and stockholder-related documents • Support equity incentive plan matters alongside the Company’s Finance team • Review and/or draft corporate and commercial agreements (inbound and outbound) • Provide counsel in connection with new business and product initiatives • Collaborate with other Legal team members in support of a range of projects • Work directly with business partners to understand needs, goals, and potential risks • Interface with outside counsel where necessary/appropriate • Stay up-to-date on relevant developments in applicable securities laws, regulatory requirements and market practices • Learn new subject matter areas and take ownership of functions or projects as needed

🎯 Requirements

• 3-6 years of experience, with at least 2 years of experience at a leading national law firm. Prior in-house experience is helpful but not required • Prior experience with public company filings, reporting obligations, and governance • Familiarity with a variety of general corporate, securities, and commercial transactional work • Familiarity with privacy issues helpful, but not required • Experience advising clients that conduct business in a regulated financial industry and/or other familiarity with applicable legal and regulatory landscapes is helpful, but not required (e.g., investment adviser, broker-dealer, mortgage, banking, money transmitter) • Prior experience reviewing marketing or sales materials helpful, but not required • Ability to work in a fast-paced, collaborative environment • Keen attention to detail and good follow-through • Ability to identify and analyze complex legal issues, assess and describe relative risk, and present clear recommendations • Ability to spot and address cross-functional legal issues • Ability to provide guidance to all levels of business partners, executive and non-executive • Strong drafting/writing/communication skills • Willingness to take ownership of a range of projects depending on team and business needs • Willingness to learn applicable regulatory schemes if you’re not already familiar with them • California Bar membership, or eligibility to practice as California Registered In-House Counsel • Strong interest in Wealthfront, our products, and fintech generally • Agility, creativity, patience, diplomacy and a sense of humor are essential

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities