Counsel – Equity Management
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $122,000 - $140,000 per year
About the role
- 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
equity compensation programscorporate lawsecurities lawSecurities Act of 1933Securities Exchange Act of 1934drafting equity plan documentsdrafting award agreementsprivate offering documentationlegal complianceanalytical skills
Soft Skills
detail-orientedproblem-solving abilitiesability to manage complex initiativesbalance legal risk with business solutionsability to work in a fast-paced environmentmanage multiple projectsstrong communication skillscollaborationorganizational skillsleadership
Certifications
Juris Doctor (JD)active bar membership