In-House Counsel, Corporate Finance

Confidential - In-House Counsel, Corporate Finance (Contract - Remote)


About the Company


Our client is an innovative AI-driven financial technology platform company operating a portfolio of businesses focused on transforming wealth management, investment management, and financial wellness solutions. The organization develops AI-powered platforms and tools for banks, wealth managers, advisors, and consumers, including AI agents, personalized financial advisory technology, and AI-optimized financial products.


Structured as a holding company with multiple operating entities, the organization is rapidly evolving its go-to-market strategy from traditional SaaS offerings toward AI-native solutions across financial services. The company operates with a lean, highly collaborative culture that combines the intensity and execution focus of New York financial services environments with the creativity, autonomy, and pod-style collaboration commonly found in Bay Area technology companies.


Position Overview


Our client is seeking a senior In-House Counsel, Corporate Finance to support financing activities, strategic growth initiatives, governance matters, and corporate transactions across the organization. This role will partner closely with executive leadership on fundraising, investor-related matters, and broader strategic corporate initiatives.


This opportunity is ideal for a highly business-oriented attorney who combines strong corporate finance and venture-growth experience with the ability to operate effectively in a modern AI-native legal environment.


Key Responsibilities

• Support corporate finance transactions, fundraising initiatives, and strategic growth activities
• Draft, review, and negotiate financing documents, investment agreements, governance materials, and related corporate documentation
• Assist with venture financing, strategic investments, capitalization matters, and investor-related legal support
• Support board governance, subsidiary structuring, and intercompany legal matters across multiple business entities
• Advise executive leadership on financing structures, legal risk, governance matters, and strategic business initiatives
• Coordinate with outside counsel, investors, and external stakeholders as needed
• Support broader strategic transactions and corporate initiatives within a fast-paced growth environment
• Utilize AI-native legal workflows and technology-enabled legal operations to improve efficiency and execution

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active U.S. bar membership in good standing
• 10+ years of experience practicing corporate finance, venture financing, strategic corporate, or related transactional law
• Significant experience supporting growth-stage companies, venture-backed organizations, or strategic financing transactions
• Experience operating within fintech, AI, SaaS, financial services, or startup environments
• Demonstrated experience utilizing AI-native legal workflows and modern legal technology tools in legal practice
• Strong drafting, negotiation, governance, and executive communication skills
• Ability to work autonomously within a lean, high-performance legal team

Preferred Qualifications

• Prior in-house counsel experience
• Experience supporting venture-backed or emerging growth companies
• Fintech, wealth management, AI, or financial services industry experience
• Experience working directly with executive leadership and strategic business teams

Position Details

• Contract (3 Months to Start + Option to Extend)
• Remote
• Compensation: $100-$125anHR W2
• Commitment: 40 Hour Work Week, Monday to Friday, Standard Daytime Hours
• Reports directly to the COO & General Counsel

About Korn Ferry


Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at