Legal Operations Manager
Wealth.com
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Analyze current legal workflows related to commercial contracting, contract review, and vendor onboarding; identify bottlenecks; and implement scalable, standardized procedures to improve productivity and compliance.
- Oversee the legal tech stack, which includes contract negotiation and lifecycle management software. Evaluate and implement new AI-driven tools and automation features to streamline operations.
- Collaborate with internal teams to ensure all transaction processing follows internal procedures and wealth management compliance regulations. Proactively identify operational risks and help develop strategies to mitigate them.
- Collect and interpret data to track Key Performance Indicators (KPIs) related to process cycle times, vendor performance, and departmental efficiency. Translate data insights into actionable recommendations for leadership.
- Draft legal content on estate planning topics and liaise with marketing department for content creation
- Design and maintain systems for legal teams to easily access and reuse templates, best practices, training materials, and process documentation relevant to regulatory regimes applicable to the company.
Requirements
- Bachelor's degree in Business, Finance, or a related field is required. A JD, MBA, or CLOC certification is a plus.
- 3+ years of experience in legal operations, project management, or a similar operational role within a legal department or fintech company.
- Strong understanding of legal software, case/matter management systems, and workflow automation. Familiarity with the technology used in sales (e.g., Salesforce) and legal operations is highly valued.
- Strong analytical, problem-solving, and project management skills.
- Excellent communication skills, with the ability to bridge the gap between legal and non-legal teams.
- Ability to work with stakeholders across multiple departments (particularly the CFO and revenue) in a fast-paced, technology-driven environment and manage change effectively.
- Independent project manager and self-starter who takes ownership of legal initiatives.
Benefits
- Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
legal operationsproject managementworkflow automationdata analysisKPI trackingcontract negotiationcontract lifecycle managementlegal content draftingregulatory compliancevendor performance evaluation
Soft skills
analytical skillsproblem-solvingcommunication skillscollaborationstakeholder managementindependenceownershipadaptabilitychange managementinterpersonal skills
Certifications
Bachelor's degreeJDMBACLOC certification