General Counsel
Modera is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial...
Modera is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Over the past several years, through a combination of organic growth and M&A activity, Modera has grown to over 100 employees.
As we continue our growth trajectory, we are seeking a corporate lawyer with 8+ years corporate legal experience to join our team as our General Counsel. The General Counsel provides legal support for all aspects of mergers, acquisitions, divestitures, and strategic investments on behalf of Modera. This position is responsible (alongside external counsel) for reviewing potential mergers & acquisition opportunities, developing transaction strategy and structure, conducting due diligence, drafting documentation, leading negotiations, and supporting deal closure and execution. The General Counsel will also serve the important role of managing risk on behalf of Modera and be the primary legal counselor for our internal teams.
The General Counsel may be resident in any of our offices and some remote work is available. Some travel may be required.
We are seeking individuals who embody Modera’s core values:
Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done
Contagious Growth Mindset – a continuous learner with intellectual curiosity that inspires others
Pragmatic Optimism – a positive attitude grounded in realism
In addition, the ideal candidate:
Shares our commitment to diversity and an inclusive working environment
Is extremely organized with excellent attention to detail
Thrives in an environment focused on creative problem solving
Is an engaging and charismatic communicator
Has a passion for excellent service
Job Responsibilities include but are not limited to:
Primary legal support for all stages of M&A activity from target identification, transaction planning, diligence, deal development and execution, and integration post-transaction
Primary contact and supervisor of all outside counsel
Review and formation of joint ventures, equity investments, and other strategic collaborations, including licensing
Advice and guidance to the internal M&A leadership team (including CEO)
Working closely with all internal and external parties (including internal functional groups) in all stages of deal activity
Provide high quality contract advice, negotiation, and review in a timely and cost-effective manner, to enable the applicable Modera to meet legal obligations and reduce risk for moderate to complex contracts.
Manage applicable outside counsel and expert fees, to reach the best long-term solution for Modera
Serve as Chief Risk Officer including creating business continuity plans to limit risks, implementing health and safety measures and purchasing insurance, conducting policy and compliance audits (including liaising with external auditors).
Qualifications for this position:
Juris Doctor Degree (J.D.)
Good standing with a state bar association and in-house counsel registration in a timely manner following hire
8+ years of legal experience
5+ years of legal experience primarily in M&A at a top law firm and/or in-house
Demonstrated capacity to think and work proactively and strategically in resolving legal issues
Substantial experience as a solution and business-oriented attorney working all phases of M&A deals including reviewing, structuring, drafting, and negotiating M&A deals, strategic investments, joint ventures, and other collaborations
Substantial experience independently negotiating complex business transactions
Substantial experience with risk manage tasks including participating in audits, reviewing and purchasing business insurance and creating business continuity plans.
Excellent written and verbal communication skills
Team Player; Ability to interact effectively with multiples levels of the organization and maintain strong relationship with peers, internal clients, and external parties (including external counsel)
Sound judgment and attention to details
Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods
Personable, warm, engaging; Client first attitude.
What we offer:
Competitive salary commensurate with experience
Performance-based bonus
Safe Harbor 401(k) plan with discretionary profit sharing
Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Group Life insurance
Paid vacation
Opportunities for professional growth and continuing education
Partial remote work
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New Jersey, New York, Pennsylvania, North Carolina, New York, Georgia, and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
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