Counsel – Equity Management

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Counsel – Equity Management in United States.

This role plays a key legal and strategic function within a fast-growing wealth management organization, supporting the design, implementation, and governance of equity compensation programs. The Counsel – Equity Management will ensure that all equity-related structures, transactions, and documentation comply with applicable securities laws and regulatory frameworks while aligning with business objectives. The position works cross-functionally with Legal, Finance, HR, Payroll, and external counsel to manage equity programs across their full lifecycle. It also plays a forward-looking role in integrating and overseeing the use of AI tools within equity administration processes. The role requires strong expertise in securities law, equity compensation structures, and corporate governance in a private company environment. Operating in a fully remote and collaborative setting, this position combines legal advisory work with operational execution and strategic program development.

• Serve as the legal lead for equity compensation and equity management matters across the organization.
• Oversee compliance for equity programs, including incentive units, profits interests, and other equity-based arrangements.
• Advise on the design, implementation, and administration of equity compensation structures aligned with business and regulatory requirements.
• Partner with Finance, HR, Payroll, and Equity Administration teams to ensure accurate equity grants, vesting, settlements, and related processes.
• Provide legal interpretation of equity agreements, LLC provisions, and related documentation.
• Ensure compliance with securities laws, including SEC regulations, exemptions, and reporting obligations such as Form D filings.
• Support equity-related aspects of M&A transactions, including due diligence, structuring, and integration of equity awards.
• Draft, review, and maintain equity plans, award agreements, subscription documents, and internal legal templates.
• Manage relationships with external counsel and support regulatory monitoring and risk mitigation efforts.
• Contribute to broader legal initiatives, including governance, compliance updates, and leadership reporting on equity program developments.

Requirements

• Juris Doctor (JD) degree from an accredited law school and active U.S. bar membership.
• 4–8 years of legal experience in securities law, corporate law, and equity compensation, in law firm or in-house environments.
• Strong knowledge of the Securities Act of 1933, Securities Exchange Act of 1934, and related SEC rules and exemptions.
• Experience drafting and negotiating equity plans, award agreements, and private company equity documentation.
• Solid understanding of equity compensation structures in private company or financial services environments.
• Strong analytical skills with the ability to manage complex legal and cross-functional initiatives.
• Excellent communication, negotiation, and stakeholder management skills.
• Ability to balance legal risk with practical, business-oriented solutions.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Experience with or interest in technology-enabled legal or equity administration tools is a plus.

Benefits

• Competitive base salary range: $122,000 to $140,000
• Annual performance-based bonus and eligibility for equity participation
• 401(k) retirement plan with employer match and profit sharing
• Comprehensive medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA)
• Paid time off, including 18+ days annually and paid holidays
• Paid parental and caregiver leave programs
• Life, AD&D, short-term, and long-term disability insurance
• Tuition reimbursement and professional development support
• Wellness programs and employee assistance resources
• Flexible remote work arrangement supporting work-life balance.