Vestmark, Inc., a privately-held SaaS provider delivering financial technology solutions to the wealth management industry, is seeking a highly qualified Counsel with broad experience negotiating commercial software contracts to join its growing legal team. The position will gain exposure to a wide-ranging set of subject matter areas, including commercial software contract and vendor contract negotiations, private and public company compliance, employment matters, real estate leases, M&A, intellectual property management, dispute resolution, private company financing transactions and potentially, public offerings.

We envision the successful candidate as someone who considers themselves or aspires to be an “in-house generalist”, but who already has significant experience drafting and negotiating complex commercial SaaS software contracts and has the ability to manage projects and negotiations with attention to detail, a desire to meet high standards for work product, and with limited supervision.

This is a newly created position due to the growth of Vestmark and will report to the company’s Vice President, Legal in Wakefield, MA.

Responsibilities:

• Own the legal Deal Desk with the support of a non-attorney Operations Manager
• Draft and negotiate a range of complex commercial contracts including SaaS, license, vendor and NDAs
• Manage contract forms, including periodic review and change processes
• Resolve legal issues and contract interpretation matters that arise in existing commercial relationships
• Anticipate problems and initiate actions to ensure contractual issues are addressed efficiently
• Assist in legal support of corporate transactions (M&A, private company financing, public offerings)
• Assist in refreshing and drafting new company policies and maintaining functioning compliance function (including SEC compliance – filing of Form 4s, 8Ks, 10Ks, 10Qs and the annual proxy)
• Assist in developing and delivering trainings for employees and executives on a variety of subjects, including ethics, competition, the use of contract templates, relevant legal issues, and good contracting practices
• Assist with a variety of corporate matters including maintaining organizational documents, corporate structure, board governance and management of corporate entities
• Assist with legal support of efforts to expand business operations internationally
• Provide business partners with thoughtful legal perspective and guidance, as well as risk assessment and mitigation strategies

Requirements:

• Between 4 and 7 years’ experience as an attorney, ideally with a mix of firm and in-house experience focusing on general corporate work, and with a minimum of one year experience working as an in-house attorney at a technology company negotiating commercial contracts
• Specific substantive experience and interest that aligns with the following envisioned mix of practice area responsibilities:

• 50% commercial
• 20% compliance
• 20% special projects (corporate transactions, private company financing, public offerings)
• 10% mix of other subject areas (corporate governance, privacy, IP, marketing reviews, as assigned/needed)

• Preference for in-house public company experience (including SEC compliance)
• Preference for experience in drafting and negotiating SaaS software contracts
• Experience with privacy and data protection issues facing SaaS software companies
• Exercises meticulous attention to detail and an organized approach to quickly identify a problem to be solved, and then solve it
• Ability to be creative and flexible but with a focus on business-oriented outcomes
• Highly developed written and oral communications skills, with the ability to clearly articulate recommendations and options about complex legal issues
• Highly collaborative and able to organize and manage projects with multiple stakeholders and groups
• Demonstrated ability to recognize and weigh business and legal risks, lead strategically and advance innovative solutions
• Tactful with strong external negotiation skills
• Ability to quickly come up to speed and excel in matters specific to the financial technology industry including government, regulatory and security compliance
• Bar registration in Massachusetts in good standing

Vestmark’s Core Values: 

Vestmark evaluates all candidates for positions at the company against the following Core Values: 

• Teamwork – We before Me-- Puts needs of team first and aspires to bring out the best in others; collaborative, empathetic and humble; values the opinions of others; assists others when needed; participates effectively as member of a team; balances personal contributions and needs with those of other members of the team to achieve common objectives
• Knowledge Explorer – Creative problem solver and adapts to challenges at hand using creative collaboration; curious, proactive and resourceful; able to incorporate other viewpoints as part of the process of developing solutions
• Positive Energy – Ability to address difficult situations with humor and sense of opportunity; approachable, constructive and engaged