Associate Counsel (Wealth Management)

Location: Dallas, TX, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.

What you will do

• Provide commercial and transactional legal support to the hirify.global Wealth business division.
• Support strategic, corporate, and regulatory reorganization with the legal, executive, and compliance teams.
• Review and negotiate commercial transactions with counterparties.
• Advise on the legal aspects of advisor and client transitions and support business development.
• Coordinate compliance, risk management, arbitration, litigation, complaints, and E&O insurance matters.
• Manage external counsel and help control legal expenses.

Requirements

• 3–5 years of transactional legal experience at a law firm or in-house legal department.
• Strong background in wealth management, asset management, or commercial transactions.
• Financial services industry experience is required; experience with an independent RIA, broker-dealer, or a law firm representing them is preferred.
• Comfortable familiarity with the Advisers Act of 1940, Securities Act of 1933, Investment Company Act of 1940, FINRA Rules, and state securities laws.
• Strong drafting, critical thinking, communication, and negotiation skills.
• Proactive, solutions-oriented approach with the ability to work independently and collaboratively.

Culture & Benefits

• Full-time position in a collaborative, team-based environment.
• Opportunities for growth, advancement, and long-term professional development.
• Family-like workplace culture with a focus on employee support.
• Competitive compensation package and benefits for employees and their families.
• Work supporting independent agents and clients nationwide.