Confidential - In-House Counsel, M&A (Contract - Remote) About the Company Our client is an innovative AI-driven financial technology platform company operating a portfolio of businesses focused on transforming wealth management, investment management, and financial wellness solutions.The organization develops AI-powered platforms and tools for banks, wealth managers, advisors, and consumers, including AI agents, personalized financial advisory technology, and AI-optimized financial products.Structured as a holding company with multiple operating entities, the organization is rapidly evolving its go-to-market strategy from traditional SaaS offerings toward AI-native solutions across financial services.
The company operates with a lean, highly collaborative culture that combines the intensity and execution focus of New York financial services environments with the creativity, autonomy, and pod-style collaboration commonly found in Bay Area technology companies.Position Overview Our client is seeking a senior In-House Counsel, M&A to support strategic growth initiatives, acquisitions, investments, and complex transactional matters across the organization.This role will partner closely with executive leadership and serve as a trusted legal advisor within a fast-paced, AI-native fintech environment.
This opportunity is ideal for a highly business-minded transactional attorney who thrives in growth-stage environments, operates autonomously, and embraces AI-native legal workflows and modern legal operations practices.Key Responsibilities
- Support mergers, acquisitions, strategic investments, and complex corporate transactions across multiple business lines
- Assist with technology acquisitions, AI-focused transactions, strategic partnerships, acqui-hires, and venture-style investments
- Draft, review, and negotiate purchase agreements, investment documentation, partnership agreements, and related transaction materials
- Lead and coordinate due diligence efforts, transaction execution, and post-transaction integration support
- Advise executive leadership on transaction structure, legal risk, and strategic business initiatives
- Coordinate with and manage outside counsel as needed
- Support subsidiary structuring, intercompany matters, governance, and broader strategic corporate transactions within a holding-company environment
- Utilize AI-native legal workflows and technology-enabled legal operations to improve efficiency and execution
Qualifications - Juris Doctor (JD) from an accredited law school
- Active U.S. bar membership in good standing
- 10+ years of experience practicing M&A, corporate transactional, or strategic transactions law
- Significant experience handling private-company acquisitions, strategic investments, and growth-stage corporate transactions
- Experience operating within fast-paced startup, fintech, SaaS, AI, or growth-stage technology environments
- Demonstrated experience utilizing AI-native legal workflows and modern legal technology tools in legal practice
- Strong drafting, negotiation, analytical, and executive communication skills
- Ability to operate independently within a lean, high-performance legal environment
Preferred Qualifications - Prior in-house counsel experience
- Experience supporting venture-backed or emerging growth companies
- Fintech, wealth management, financial services, AI, or technology industry experience
- Experience working directly with executive leadership and strategic business teams
Position Details - Contract (3 Months to Start + Extension)
- Remote
- Compensation: $125-$175anHR W2
- Commitment: 40 Hour Work Week, Monday to Friday, Standard Daytime Hours
- Reports directly to the COO & General Counsel
About Korn Ferry Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
Confidential - In-House Counsel, M&A (Contract - Remote) About the Company Our client is an innovative AI-driven financial technology platform company operating a portfolio of businesses focused on transforming wealth management, investment management, and financial wellness solutions.The organization develops AI-powered platforms and tools for banks, wealth managers, advisors, and consumers, including AI agents, personalized financial advisory technology, and AI-optimized financial products.Structured as a holding company with multiple operating entities, the organization is rapidly evolving its go-to-market strategy from traditional SaaS offerings toward AI-native solutions across financial services.
The company operates with a lean, highly collaborative culture that combines the intensity and execution focus of New York financial services environments with the creativity, autonomy, and pod-style collaboration commonly found in Bay Area technology companies.Position Overview Our client is seeking a senior In-House Counsel, M&A to support strategic growth initiatives, acquisitions, investments, and complex transactional matters across the organization.This role will partner closely with executive leadership and serve as a trusted legal advisor within a fast-paced, AI-native fintech environment.
This opportunity is ideal for a highly business-minded transactional attorney who thrives in growth-stage environments, operates autonomously, and embraces AI-native legal workflows and modern legal operations practices.Key Responsibilities
- Support mergers, acquisitions, strategic investments, and complex corporate transactions across multiple business lines
- Assist with technology acquisitions, AI-focused transactions, strategic partnerships, acqui-hires, and venture-style investments
- Draft, review, and negotiate purchase agreements, investment documentation, partnership agreements, and related transaction materials
- Lead and coordinate due diligence efforts, transaction execution, and post-transaction integration support
- Advise executive leadership on transaction structure, legal risk, and strategic business initiatives
- Coordinate with and manage outside counsel as needed
- Support subsidiary structuring, intercompany matters, governance, and broader strategic corporate transactions within a holding-company environment
- Utilize AI-native legal workflows and technology-enabled legal operations to improve efficiency and execution
Qualifications - Juris Doctor (JD) from an accredited law school
- Active U.S. bar membership in good standing
- 10+ years of experience practicing M&A, corporate transactional, or strategic transactions law
- Significant experience handling private-company acquisitions, strategic investments, and growth-stage corporate transactions
- Experience operating within fast-paced startup, fintech, SaaS, AI, or growth-stage technology environments
- Demonstrated experience utilizing AI-native legal workflows and modern legal technology tools in legal practice
- Strong drafting, negotiation, analytical, and executive communication skills
- Ability to operate independently within a lean, high-performance legal environment
Preferred Qualifications - Prior in-house counsel experience
- Experience supporting venture-backed or emerging growth companies
- Fintech, wealth management, financial services, AI, or technology industry experience
- Experience working directly with executive leadership and strategic business teams
Position Details - Contract (3 Months to Start + Extension)
- Remote
- Compensation: $125-$175anHR W2
- Commitment: 40 Hour Work Week, Monday to Friday, Standard Daytime Hours
- Reports directly to the COO & General Counsel
About Korn Ferry Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
