Senior Counsel
Retired.com
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $150,000 - $200,000 per year
Job Level
About the role
- 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
Requirements
- Juris Doctor (JD) from an accredited U.S. law school
- Active bar membership in at least one U.S. jurisdiction
- 5–8+ years of legal experience in fintech, financial services, trusts, or retirement platforms
- Experience drafting and reviewing customer disclosures, agreements, and platform terms
- Working knowledge of self-directed IRAs, custodial frameworks, fiduciary obligations, and prohibited transaction rules
- Strong drafting skills and ability to collaborate effectively across teams
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal draftingcustomer disclosuresagreementsplatform termsfiduciary obligationscustodial frameworksprohibited transaction ruleslegal guidancecompliance policiesrisk mitigation
Soft Skills
collaborationcommunicationadvisory skillscross-functional leadershipproblem-solvinginnovation supportscalability focustrust-buildingproactive risk identificationbusiness-oriented thinking
Certifications
Juris Doctor (JD)active bar membership