Contracts Attorney

Lincoln Investment•Fort Washington, PA

18h

About The Position

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. Basic Function: The Contracts Attorney will serve as a key member of the Legal team, providing comprehensive support on a wide range of commercial, vendor, distribution, technology, and regulatory-related agreements for a financial services company. This role is responsible for drafting, reviewing, and negotiating contracts that support core business operations; supporting vendor due diligence; and guiding contract workflows. This dynamic attorney will also provide general legal and compliance research and support in other areas, including litigation management, as assigned. The ideal candidate will be highly organized and a business-oriented problem solver.

Requirements

Three to five years of relevant professional experience; finance industry experience preferred
Strong communication and interpersonal skills
Strong analytical ability - Must be able to effectively evaluate and summarize complex legal and regulatory matters and provide guidance, make recommendations, and escalate timely
Strong negotiating skills
Honest and ethical with high levels of integrity and confidentiality
Ability to establish and maintain strong relationships within the organization’s legal department and across all businesses
Ability to work independently with little to no supervision while performing duties
Ability to balance business and legal needs and manage multiple projects at one time to ensure projects are completed timely
Proficiency with MS Office Suite required (MS Word, MS Excel, and MS PowerPoint).
Bachelor’s Degree and J.D. from an accredited law school
Admitted to the bar and in good standing in at least one state

Nice To Haves

finance industry experience preferred

Responsibilities

Provide legal counsel to the organization on a broad spectrum of commercial and contractual matters.
Draft, review, and negotiate a wide array of agreements, including vendor and technology services agreements; SaaS; confidentiality agreements; marketing, selling and distribution agreements with fund providers, insurance companies and other investment providers. Ensure compliance with applicable financial services laws; protections related to data privacy, cybersecurity, service levels, indemnification, and termination.
Work closely with various departments, including technology, finance, compliance, business development and marketing, to identify contractual risks, operational implications and propose practical, business aligned solutions.
Ensure timely execution of agreements and proper recordkeeping. Maintain contract templates. Advocate for best practices in contract management, vendor due diligence, governance and lifecycle processes.
Manage litigation and coordinate with external legal counsel.
Conduct research and support the Legal and Compliance Department with various matters and projects, as assigned.
Ability to multitask, work independently, interface directly with clients, and complete time-sensitive work product quickly.
Excellent written and oral communication skills including the ability to effectively communicate with internal business clients, support staff, external resources, and other collaborators.