Legal, ERISA Attorney, Employment Law, Vice President, New York
About The Position
This attorney will be a member of the ERISA Legal group, advising the firm’s businesses on products and services offered to ERISA plans and IRAs. Coverage includes institutional and retail fiduciary and advisory businesses, as well as fiduciary matters related to the firm’s internal benefit plans. The role involves advising on plan and IRA considerations, products and services for retirement investors, investment management agreements and other contracts involving plan assets, legislative and regulatory changes, industry advocacy, training, and the firm’s QPAM compliance program. The successful candidate will collaborate with internal and external clients to resolve challenging issues and effectively prioritize competing work. Strategic thinking, sound judgment, and strong communication skills are important.
Requirements
- A lawyer with a strong grounding in ERISA fiduciary rules.
- Ability to collaborate with internal and external clients to solve challenging issues.
- Ability to effectively prioritize competing priorities.
- Strategic thinking, excellent judgment, and strong communication skills.
Nice To Haves
- A minimum of four years of experience is preferred; candidates with a different experience profile will also be considered.
Responsibilities
- Advise on plan and IRA considerations across various business lines and on existing and new services and product offerings for retirement investors across institutional and retail channels.
- Negotiate investment management agreements, trading documents, and other contracts involving plan assets.
- Participate in client onboarding and implementation.
- Provide legal support on fiduciary matters relating to in-house benefit plans and advise on ERISA rule changes affecting benefit plan fiduciaries.
- Advise on changes in ERISA and tax laws and regulations affecting the firm’s business lines.
- Attend ERISA industry group meetings and calls, and contribute to comment letters and other advocacy efforts.
- Prepare internal ERISA training materials and memos, and assist with training and educational sessions.
- Support the firm’s qualified professional asset manager (QPAM) compliance program.
Benefits
- Training and development opportunities
- Firmwide networks
- Benefits and wellness offerings
- Personal finance offerings
- Mindfulness programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
