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