Annexus is a leading financial and retirement product design and marketing firm, with a fifteen-year track record of profitable growth through innovation and building deep, lasting relationships.
We have a unique opportunity for an attorney to join our growing company, with a (non-exclusive) focus on our newest venture involving products designed specifically for qualified plans (e.g. 401k, IRA, etc.). You will work under the direction of our COO/GC.
Draft legal agreements with third-party partners, including insurance carriers, recordkeepers, investment advisors and trust companies.
Work closely with the business team to ensure compliance with applicable laws and regulations, including ERISA.
Work closely with outside law firms on necessary legal opinions regulatory guidance and necessary legal opinions
Advise company leadership on other legal matters, including corporate governance
Minimum 7-10 years “big firm” experience in a transactional/general corporate role
Financial services or Insurance industry experience preferred
In-house experience a plus
Good interpersonal skills and proven ability to positively influence people; must be capable of effectively interacting at all levels in the organization
Ability to work in a fast-paced environment, to manage high stress situations
Demonstrably high ethical standards
If you have any technical issues completing the Predictive Index survey or submitting your application please email [email protected] for assistance.