J.D. from an accredited U.S. law school; active bar membership in at least one U.S. state
8+ years of transactional experience at a top tier law firm and/or in-house at a major financial services organization
Hands-on experience drafting and negotiating complex treaty and agreement structures
Working knowledge of cross-border transactions in U.S. and offshore jurisdictions
Strong command of risk transfer, collateral and trust mechanics, and multi-jurisdictional regulatory regimes
Ability to earn credibility with actuaries, finance leaders, and senior executives, translating fluency into contractual language
Responsibilities
Serve as the primary legal point of contact on high-profile, high-complexity transactions
Own the full deal lifecycle, structuring through closing, influencing transaction execution
Bridge legal, actuarial, accounting, and tax complexities into contractual language
Manage outside counsel and advisors, ensuring quality, efficiency, and budget discipline
Stay ahead of regulatory changes across state law, offshore rulemaking, and federal tax and securities regimes
Benefits
Primary legal ownership of complex domestic and cross-border transactions from term sheet through post-closing integration
Direct exposure to a wide range of deal structures across U.S. and offshore platforms
A trusted advisor role alongside Corporate Development, Actuarial, Investments, Finance, and senior leadership
Opportunity to build scalable legal playbooks and precedent libraries as the organization grows
Visibility and ownership in one of the most active transactional environments in the financial services sector
Full Job Description
THE TEAM YOU WILL BE JOINING
A growing legal function within a well established financial services organization, based in a newly expanded Charlotte office
A small, senior M&A legal team known for handling genuine deal complexity rather than support work at the margins
Structured to give attorneys real transaction ownership across a range of deal types rather than a narrow, siloed lane
An organization actively building out its legal infrastructure to match a business that continues to grow in scale and deal volume
WHAT THEY OFFER YOU
Primary legal ownership of complex domestic and cross border transactions from term sheet through post closing integration
Direct exposure to a wide range of deal structures across U.S. and offshore platforms
A trusted advisor seat alongside Corporate Development, Actuarial, Investments, Finance, and senior leadership
Opportunity to build scalable legal playbooks and precedent libraries as the platform grows
Visibility and ownership from day one in one of the most active transactional environments in the financial services sector
LOCATION
Charlotte, NC
WHY THIS ROLE IS IMPORTANT
Serves as the primary legal point of contact on high profile, high complexity transactions
Owns the full deal lifecycle, structuring through closing, with direct influence on how transactions get executed
Bridges legal, actuarial, accounting, and tax complexity into sound contractual language at the deal table
Manages outside counsel and advisors with accountability for quality, efficiency, and budget discipline
Keeps the organization ahead of regulatory change across state law, offshore rulemaking, and federal tax and securities regimes
THE BACKGROUND THAT FITS
J.D. from an accredited U.S. law school; active bar membership in at least one U.S. state
8+ years of transactional experience at a top tier law firm and/or in-house at a major financial services organization
Direct, hands on experience drafting and negotiating complex treaty and agreement structures is required
Working knowledge of cross border transactions across U.S. and offshore jurisdictions
Strong command of risk transfer, collateral and trust mechanics, and multi jurisdictional regulatory regimes
A practitioner who earns credibility with actuaries, finance leaders, and senior executives and can translate that fluency into contractual language that protects the business
