5 days ago
• At Choreo, we are passionate about improving the well-being of our clients. • Choreo is seeking a dynamic and experienced Associate General Counsel to lead our legal operations. • This pivotal role will oversee legal functions, focusing on mergers and acquisitions. • The AGC will manage one direct report and collaborate within a dedicated team.
• Juris Doctor (JD) and a bachelor’s degree are required. • Active license to practice law. • A minimum of 12 years of experience in wealth management or financial services. • Proficient in technology applications, including Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and enterprise CRM systems. • Exceptional presentation skills with the ability to influence stakeholders at all levels through clear, informed, and logical discussions and presentations. • Strong interpersonal skills with a collaborative and approachable style, fostering teamwork and open communication. • Proven ability to solve complex problems collaboratively and maintain confidentiality.
• Competitive salary and bonus plan • Competitive medical, dental, and vision plans • Basic life and disability coverage • 401(k) matching program • Financial support for approved designations and courses • Technical, leadership, sales training opportunities • Unlimited, discretionary time off • Paid parental leave
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