Wealth Management Contracts Attorney - Morgan Stanley
Alpharetta, GA
About the Job
Job Number:
3245109Posting Date
: May 16, 2024Primary Location
: Americas-United States of America-Georgia-AlpharettaJob
: OtherDescription
Responsibilities:
Specific areas of responsibility include, among others:
Work with cross-functional teams to review, draft, and negotiate a variety of commercial agreements, including technology, financial reporting, brokerage, licensing, consulting, confidentiality, and other financial services business agreements
Work collaboratively with colleagues in the Legal and Compliance Division and Risk Department responsible for Morgan Stanley's broker-dealer and bank entities to ensure that all necessary support, issue spotting, and advice and counsel are made available to the share plan business
Provide practical legal counsel and develop and present creative solutions to internal business issues by assessing potential risks, benefits, and consequences of decisions, with the goal of supporting the achievement of business objectives while effectively managing legal and practical business considerations
Efficiently manage a large volume and variety of agreements with competing deadlines and priorities, from simple amendments to complex agreements
Interface directly with various internal business units, including Technology, Information Security, Product, Operations, Sales and Service, and Finance
Represent the share plan business in negotiations and escalations with legal and non-legal representatives from a variety of private and public companies
Review marketing, communications, and educational materials
Qualifications
Requirements:
- Undergraduate degree from a 4-year institution
- J.D. from a highly respected law school, with superior academic credentials
- Member in good standing of a state bar
- At least seven years of legal experience, including prior experience with a top-ranked law firm in a corporate practice group involving contract negotiation and drafting
- Highly developed written and oral communication skills, with special emphasis on excellent drafting, negotiation skills, and attention to detail
- Strong interpersonal skills to foster teamwork, influence decision-making, and maintain effective working relationships with internal colleagues and external clients
- Ability to identify issues and suggest enhancements to form agreements, policies, procedures, and processes
- Ability to prioritize multiple tasks with competing deadlines
- Ability to work independently as well as part of a team
Preferred:
- Representation of or in-house experience with a financial services company or SAAS technology offerings
- Experience with legal issues associated with hosted platforms and B2B business products and services
- Working knowledge of, or ability to quickly learn, public company reporting, financial accounting concepts, tax concepts, equity compensation administration, and retail/online brokerage
- Prior project leadership experience
Following first 6 months of in office employment in good standing, role will require in office attendance 3 days/week
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Expected base pay rates for the role will be between $110,000.00 and $190,000.00 at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.