Retired.com

General Counsel

• Review, draft, and maintain customer-facing disclosures, agreements, and platform terms
• Ensure documentation clearly reflects a self-directed, non-discretionary, and non-advisory service model
• Advise on fiduciary roles, custodial responsibilities, and allocation of risk across platforms
• Support legal matters related to self-directed IRAs, including custodial structures and prohibited transaction considerations
• Partner with product, engineering, operations, compliance, and marketing teams on product launches and enhancements
• Review marketing materials and customer communications to ensure legal accuracy and risk alignment
• Provide practical, business-oriented legal guidance that supports innovation and scalability
• Help develop, document, and maintain internal legal policies and procedures supporting compliant platform operations
• Advise on legal considerations related to regulated trust company and custodial environments
• Identify emerging legal risks and partner with stakeholders to mitigate exposure proactively
• Serve as a trusted legal advisor to cross-functional leaders and senior stakeholders
• Own and drive legal workstreams for complex, cross-functional initiatives
• Contribute to building a scalable, well-controlled legal function as Retired.com grows

Senior Counsel

Controller

• Lead the company’s accounting operations, ensuring accurate financial reporting, strong internal controls, and compliance
• Oversee day-to-day accounting activities, prepare financial statements, and provide financial insights
• Serve as a finance leader and project owner, partnering with the Senior Director of Finance and cross-functional teams
• Drive process improvements, scale financial operations, and lead key finance initiatives