Senior Counsel
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Job Description
Senior Counsel providing legal guidance across retirement and trust platforms at Retired.com. Supporting compliance and innovation while ensuring legal soundness in product development.
Responsibilities:
- Review, draft, and maintain customer-facing disclosures, agreements, and platform terms
- Ensure documentation clearly reflects a self-directed, non-discretionary, and non-advisory service model
- Advise on fiduciary roles, custodial responsibilities, and allocation of risk across platforms
- Support legal matters related to self-directed IRAs, including custodial structures and prohibited transaction considerations
- Partner with product, engineering, operations, compliance, and marketing teams on product launches and enhancements
- Review marketing materials and customer communications to ensure legal accuracy and risk alignment
- Provide practical, business-oriented legal guidance that supports innovation and scalability
- Help develop, document, and maintain internal legal policies and procedures supporting compliant platform operations
- Advise on legal considerations related to regulated trust company and custodial environments
- Identify emerging legal risks and partner with stakeholders to mitigate exposure proactively
- Serve as a trusted legal advisor to cross-functional leaders and senior stakeholders
- Own and drive legal workstreams for complex, cross-functional initiatives
- Contribute to building a scalable, well-controlled legal function as Retired.com grows
Requirements:
- Juris Doctor (JD) from an accredited U.S. law school
- Active bar membership in at least one U.S. jurisdiction
- 5–8+ years of legal experience in fintech, financial services, trusts, or retirement platforms
- Experience drafting and reviewing customer disclosures, agreements, and platform terms
- Working knowledge of self-directed IRAs, custodial frameworks, fiduciary obligations, and prohibited transaction rules
- Strong drafting skills and ability to collaborate effectively across teams
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