Note: The job is a remote job and is open to candidates in USA. LHH is recruiting for an established consulting organization serving the financial services industry. The Legal Consultant advises financial advisory firms on business decisions, including governance, succession planning, ownership transitions, and mergers and acquisitions, and manages consulting engagements from start to finish.

Responsibilities

• Advise business owners and financial advisory firms on entity structure, governance, succession planning, and strategic growth initiatives
• Guide clients through business transitions, ownership changes, and mergers and acquisitions transactions
• Translate complex legal and business concepts into practical recommendations that clients can easily understand and act upon
• Facilitate productive discussions and help clients evaluate risks, opportunities, and potential outcomes
• Manage a portfolio of consulting projects from inception through completion
• Build strong client relationships through proactive communication and exceptional service
• Act as a trusted resource throughout the engagement process by providing insight, guidance, and problem-solving support
• Collaborate with cross-functional teams to deliver comprehensive consulting solutions
• Prepare and review operating agreements, purchase agreements, governance documents, and other transaction-related contracts
• Analyze legal and business issues that arise during engagements and identify practical solutions
• Ensure deliverables are accurate, thoughtful, and aligned with client objectives
• Manage multiple projects simultaneously while meeting deadlines and maintaining high-quality work product
• Identify potential issues, risks, and bottlenecks early and develop effective solutions
• Utilize technology platforms and internal systems to improve efficiency and project management

Skills

• Juris Doctor (JD) required
• Minimum of 2+ years of legal, consulting, financial services, or transactional experience
• Experience in Mergers & Acquisitions is strongly preferred and considered the highest priority
• Background as an M&A attorney, corporate attorney, tax professional with a JD, financial advisor with a JD, or similar professional experience highly desired
• Experience working with banks, lenders, wealth management firms, financial advisors, RIAs, or other financial services organizations is strongly preferred
• Business law, corporate law, transactional, or litigation experience will be considered
• Active bar membership preferred

Benefits

• 15% target bonus
• Onsite; hybrid eligible after training
• Remote candidates considered in Oregon, Washington, California, Colorado, Utah, Georgia, Massachusetts, Maine, Nebraska, Minnesota, New Jersey, and Wisconsin
• Paid base plan for M/D/V
• 401(k) with 25% employer match on employee contributions
• Paid parking
• Company-paid bar dues and CLE expenses
• Paid holidays, including your birthday
• Team events, lunches, and employee appreciation activities
• Bonus payout schedule: April: 25%; September: 25%; January: 50%
• PTO accrual: Year 1: 96 hours annually; Year 2: 120 hours annually; Years 3-4: 152 hours annually; Year 5+: 184 hours annually

Company Overview