Investor & Attorney

Job Description

Job Description

Position Overview

We are seeking an experienced Investor and Attorney to provide contract-based legal oversight, compliance guidance, risk management support, and professional review for services related to debt resolution, fiduciary coordination, client intake, referral relationships, and related legal service operations. This role is ideal for a licensed attorney or compliance professional who can help strengthen ethical practices, documentation standards, consumer-facing communications, and stakeholder confidence.

Engagement Details

● Role Type: Contract-based

● Schedule: Flexible or project-based availability may be considered based on business needs and compliance workload

● Location: Remote, hybrid, or local-market engagement depending on business and licensing requirements

● Investment Opportunity: Seeking an investor contribution of $250,000, upon which the investor would receive a 2.5% ownership interest, subject to final contract terms and legal review. Proposal available upon request.

● Engagement Structure: Final structure, scope, ownership participation, buy-in terms, buyout rights, and professional responsibilities will be documented in a written agreement

Key Responsibilities

● Provide legal and compliance oversight for debt resolution, fiduciary, intake, referral, and client-facing service workflows.

● Review scripts, marketing language, intake documents, service descriptions, and stakeholder communications to ensure alignment with compliance requirements.

● Advise leadership on regulatory considerations, risk exposure, documentation practices, and ethical service delivery.

● Support development of policies, procedures, training materials, and compliance protocols for sales and operations teams.

● Assist with vendor, referral partner, attorney, fiduciary, and client engagement standards.

● Monitor compliance-sensitive activity and recommend corrective action when needed.

● Maintain confidentiality and uphold all applicable professional responsibility, consumer protection, and legal practice standards.

Ideal Candidate Profile

● Licensed attorney in good standing or experienced compliance professional with relevant legal, financial services, consumer protection, fiduciary, or debt resolution experience, including appropriate professional certifications where applicable.

● Strong understanding of compliance-sensitive client communications, ethical sales practices, confidentiality, and documentation controls.

● Demonstrated knowledge of applicable compliance frameworks, consumer protection standards, FDCPA and FCRA compliance requirements, debt resolution regulations, fiduciary obligations, legal ethics, privacy requirements, and documentation best practices.

● Preferred certifications may include compliance, risk management, financial services, fiduciary, legal operations, mediation, or related professional credentials relevant to the scope of services.

● Ability to translate legal and regulatory requirements into practical operational guidance.

● Experience supporting professional services, legal intake, debt resolution, estate, probate, fiduciary, or financial hardship matters is preferred.

● Excellent written communication, judgment, discretion, and attention to detail.

● Comfort working with leadership, sales teams, referral partners, attorneys, fiduciaries, and outside professionals.

Compliance & Professional Standards

The Attorney / Compliance Officer must maintain applicable licensure, ethical obligations, confidentiality standards, and professional independence. The role requires careful review of communications and service practices to ensure that client-facing activity remains accurate, compliant, and aligned with approved legal and operational guidance.

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