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Commercial Counsel

PonteraNew York, New York, United StatesOnsite

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. 
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside.

That’s where you come in.

DESCRIPTION


We are looking for an experienced Commercial Counsel to join our growing legal team here at Pontera. In this role, you’ll serve as the strategic leader to scale the company’s commercial contracting process. In addition to leading the drafting and negotiating of commercial contracts, you will be the strategic collaborator to our GTM team in completing enterprise deals and to partner on setting the right policies and guidelines to facilitate growth. 

RESPONSIBILITIES


  • Draft, review and negotiate a wide variety of commercial agreements, including enterprise, third party vendors and commercial deals
  • Support sales teams during deal cycles by reviewing and revising contracts to align with company policies and risk tolerance
  • Identify and mitigate legal and business risks in commercial engagements while supporting growth
  • Ensure contracts comply with relevant data privacy regulations and work with security teams to manage DPAs, etc.
  • Develop internal training programs for go-to-market teams on contracting processes and legal risks
  • Advise internal stakeholders on legal risks and benefits to commercial terms, intellectual property, privacy and use of open-source software.

REQUIREMENTS


  • Experienced legal strategist with at least 5 years of legal experience, including a combination of experiences in-house at a at a SaaS or technology company and law firm
  • Deep experience in drafting and negotiating SaaS agreements, MSAs, licensing agreements, and NDAs with enterprise clients, vendors, and integration partners.
  • Experience creating and maintaining standard terms, playbooks, fallback provisions, and contract templates.
  • Experience managing legal workflows and implementing contract lifecycle management (CLM) tools.
  • Experience identifying and mitigating legal, compliance, IP, and privacy risks in contracts.
  • Must be admitted to practice law and in good standing in at least one U.S. state or the District of Columbia. Active bar membership in the jurisdiction where the position is based (or eligibility for in-house counsel registration, if applicable) is required.
  • Plus: In-house experience with a fintech or RIA

WHAT WE OFFER


  • Compensation: $230,000 to $250,000 annually
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Life at Pontera

Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. If you are interested in helping everyday people get the professional guidance they need to make the most out of their retirement savings, join us.
Thrive Here & What We Value1. Peoplefirst mentality2. Collaborative work environment3. Flexible work arrangement (hybrid office model)4. Comprehensively benefits package5. Equity grant participation6. Professional development opportunities7. Paid parental leave and family planning services8. Fully stocked kitchen and lunch reimbursement program9. Retirement plan with employer match10. Generous PTO days
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