Legal Associate

Advisor360Needham, MA
2hHybrid

About The Position

We’re seeking a Legal Associate to help support Advisor360°’s next phase of growth. In this role, you’ll partner with teams across the company to support legal operations, contract management, and compliance efforts - bringing structure and clarity to a fast-moving environment. This is a great opportunity for someone early in their legal career who wants hands-on exposure to fintech, SaaS, and in-house legal work while helping build scalable processes that enable the business to move forward with confidence.

Requirements

  • Strong grounding in: contract law, commercial transactions, basic corporate law concepts
  • Ability to read contracts holistically, not clause-by-clause in isolation.
  • Can independently draft: NDAs, basic commercial agreements, amendments and addenda
  • Can redline efficiently and explain why a change matters.
  • Knows the difference between: Risk worth flagging vs. risk worth escalating, legal theory vs. business reality
  • Understands that “no” is rarely the final answer.
  • Efficient legal research using primary sources.
  • Produces concise, actionable summaries (1–2 pages, bullets, executive framing).
  • Business Mindset: Thinks like an in-house advisor, not an academic or litigator. Understands company goals, timelines, and commercial pressures.
  • Clear, confident written and verbal communicator.
  • Can explain legal issues to non-lawyers without condescension or hedging.

Responsibilities

  • Contract Review & Commercial Support
  • Review, draft, and negotiate low-to-moderate risk commercial agreements, including:
  • NDAs
  • Vendor agreements
  • SaaS agreements
  • Professional services agreements
  • Basic customer contracts
  • Identify legal risk, escalate issues appropriately, and propose business-practical alternatives.
  • Manage contract workflows and collaborate with Sales, Finance, Procurement, and Ops.
  • Legal Research & Issue Spotting
  • Conduct targeted legal research on discrete questions (statutory, regulatory, contractual).
  • Summarize findings in clear, decision-oriented formats (not law-review memos).
  • Flag regulatory or compliance issues early to senior counsel.
  • Corporate & Compliance Support
  • Assist with: Corporate governance documentation, board and committee materials, policy drafting and updates, compliance training materials
  • Support internal audits, regulatory inquiries, and basic investigations under supervision.
  • Cross-Functional Partnership
  • Serve as a first-line legal contact for routine questions from internal stakeholders.
  • Translate legal concepts into plain-English guidance.
  • Maintain responsiveness and service orientation without compromising risk posture.
  • Legal Operations & Process
  • Maintain contract templates and playbooks.
  • Help improve legal workflows, intake systems, and matter tracking.
  • Coordinate with outside counsel on discrete matters (research, drafting, document collection).

Benefits

  • Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
  • We offer comprehensive health benefits, including dental, life, and disability insurance.
  • We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
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