Corporate Attorney

MarshBerry is growing! We are seeking a Corporate Attorney to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is currently seeking a Corporate Attorney for our Beachwood, OH office. The Corporate Attorney is responsible for providing a wide range of legal support across MarshBerry’s business in the U.S. and Europe. The Corporate Attorney will provide or arrange for legal counsel in areas such as contracting, corporate governance, employment matters, privacy, compliance, litigation, and other areas as assigned.

Responsibilities:

• Partners with leaders of business units to support their legal needs and ensure compliance with applicable laws that impact our business.
• Review, draft, and negotiate contracts (with customers, vendors, employees, etc.) on behalf of the company. Ensure contracts comply with legal requirements and align with company’s interests.
• Provide or arrange for legal counsel in the following, but not limited to,
• Corporate governance: Advise on corporate governance matters such as governance best practices, board matters, and compliance with corporate laws.
• Employment matters: Advise on employment law matters. Assist in resolution of employee-related legal issues.
• Regulatory Compliance: Collaborate with Compliance team on FINRA compliance activities in the U.S. and similar needs with regulatory bodies in Europe.
• Litigation: Manage and oversee legal proceedings, including litigation and dispute resolution. Collaborate with external legal counsel when necessary.
• Partner with outside legal counsel where needed and manage legal budget for insourced and outsourced work.
• Conduct legal research, analyze complex legal issues, and provide recommendations and strategies to mitigate legal risks.
• Ensure effective record keeping systems for all contracts and other legal-related areas of the business.
• Develop and implement necessary risk assessment reviews including internal audits to ensure we remain in compliance with applicable laws and industry standards.
• Provide advice and training to company’s management and employees regarding applicable regulations and company policies.
• Maintain working knowledge of applicable regulatory requirements and court decisions and advise leaders appropriately.
• Assist the Financial Advisory Team with projects as requested, including due diligence services, offering memorandum preparation and review, contract engagement reviews, and other related tasks.
• Any other special projects, tasks and duties as assigned.

Selection Criteria

Education & Experience:

• Juris Doctorate required. Additional related Professional Designations or Certifications are a plus.
• 5-7 years of legal experience with a law firm or in-house role. Financial services and international experience are a plus.
• Proficient in Microsoft Suite.
• Excellent communication skills, both oral and written. Should have the ability and experience to draft clear and professional correspondence, policies and procedures and other documents of both legal and business nature.
• Demonstrates industry business acumen.
• Strong analytical and proactive problem-solving skills: deploys techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Maintains confidentiality of proprietary information and that of clients.
• Organized with demonstrated attention to detail; able to manage, prioritize and bring to completion multiple projects. Strong attention to detail and extreme organization is pivotal for this position.
• Displays strong moral and ethical fortitude, prescribing to the values, standards and policies of MarshBerry.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.