664 Legal Advisor jobs in the United States

We are seeking a Legal Compliance Advisor to support the research, identification and tracking of new laws and regulations. This role will support data-driven laws and regulations including those related to privacy, cybersecurity and innovation. Working cross functionally with compliance, legal, public policy and business stakeholders, this role will be accountable for communicating and overseeing the implementation of new data-driven laws and regulations. Strong communication, innovation, organization, and research skills are required. This role will report to the Chief Privacy Counsel.
Location: Bloomfield, CT preferred. Hybrid. Open to alignment with one of Cigna's office locations.
**Responsibilities**
+ Provides expert content/professional leadership on complex Compliance assignments/projects.
+ Monitors state and federal regulations and legislation and the preparation of compliance positions with respect to development of data driven compliance obligations for business stakeholders.
+ Develop, manage and maintain tracking capabilities to monitor and communicate new laws and regulations to cross-functional stakeholders.
+ Ensures compliance with state and federal laws and regulations.
+ Engage counsel for legal support and interpretation through coordinated, strategic engagement, memorializing guidance and outcomes.
+ Establishes and maintains contacts with regulatory agencies and other insurers. Exercises considerable creativity, foresight, and judgment in conceiving, planning, and delivering initiatives.
+ Drafts strategic communications, project plans and related artifacts to support understanding, alignment and execution of compliance obligations.
+ Uses deep professional knowledge and acumen to advise functional leaders.
+ Focuses on providing thought leadership within Compliance but works on broader projects, which require understanding of wider business.
+ Recognized internally as a subject matter expert.
**Qualifications**
+ Bachelor's degree required
+ **5+ years experience managing, tracking and communicating multi-state health care regulatory compliance obligations is required**
+ Experience with healthcare privacy and data laws regulations, including HIPAA and state and federal privacy laws
+ Exposure to state laws affecting artificial intelligence, generative artificial intelligence, and/or machine learning is a plus
+ Ability to engage strategically with legal resources to support accurate effective application of law and regulation
+ Experience developing and leveraging processes to track, coordinate and collaborate on legal and regulatory developments
+ Knowledge of public policy and the regulatory lifecycle
+ Ability to work collaboratively, communicate clearly and foster strong relationships in a large, matrixed organization
+ Strong analytical, problem-solving, and communication skills
+ Our preference is to have someone in a hybrid role, working from an office three days a week. However, we're open to considering remote arrangements for the right candidate.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
**About The Cigna Group**
Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._

We are seeking a Legal Compliance Advisor to support the research, identification and tracking of new laws and regulations. This role will support data-driven laws and regulations including those related to privacy, cybersecurity and innovation. Working cross functionally with compliance, legal, public policy and business stakeholders, this role will be accountable for communicating and overseeing the implementation of new data-driven laws and regulations. Strong communication, innovation, organization, and research skills are required. This role will report to the Chief Privacy Counsel.
Location: Bloomfield, CT preferred. Hybrid. Open to alignment with one of Cigna's office locations.
**Responsibilities**
+ Provides expert content/professional leadership on complex Compliance assignments/projects.
+ Monitors state and federal regulations and legislation and the preparation of compliance positions with respect to development of data driven compliance obligations for business stakeholders.
+ Develop, manage and maintain tracking capabilities to monitor and communicate new laws and regulations to cross-functional stakeholders.
+ Ensures compliance with state and federal laws and regulations.
+ Engage counsel for legal support and interpretation through coordinated, strategic engagement, memorializing guidance and outcomes.
+ Establishes and maintains contacts with regulatory agencies and other insurers. Exercises considerable creativity, foresight, and judgment in conceiving, planning, and delivering initiatives.
+ Drafts strategic communications, project plans and related artifacts to support understanding, alignment and execution of compliance obligations.
+ Uses deep professional knowledge and acumen to advise functional leaders.
+ Focuses on providing thought leadership within Compliance but works on broader projects, which require understanding of wider business.
+ Recognized internally as a subject matter expert.
**Qualifications**
+ Bachelor's degree required
+ **5+ years experience managing, tracking and communicating multi-state health care regulatory compliance obligations is required**
+ Experience with healthcare privacy and data laws regulations, including HIPAA and state and federal privacy laws
+ Exposure to state laws affecting artificial intelligence, generative artificial intelligence, and/or machine learning is a plus
+ Ability to engage strategically with legal resources to support accurate effective application of law and regulation
+ Experience developing and leveraging processes to track, coordinate and collaborate on legal and regulatory developments
+ Knowledge of public policy and the regulatory lifecycle
+ Ability to work collaboratively, communicate clearly and foster strong relationships in a large, matrixed organization
+ Strong analytical, problem-solving, and communication skills
+ Our preference is to have someone in a hybrid role, working from an office three days a week. However, we're open to considering remote arrangements for the right candidate.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
**About The Cigna Group**
Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._

We are seeking a Legal Compliance Advisor to support the research, identification and tracking of new laws and regulations. This role will support data-driven laws and regulations including those related to privacy, cybersecurity and innovation. Working cross functionally with compliance, legal, public policy and business stakeholders, this role will be accountable for communicating and overseeing the implementation of new data-driven laws and regulations. Strong communication, innovation, organization, and research skills are required. This role will report to the Chief Privacy Counsel.
Location: Bloomfield, CT preferred. Hybrid. Open to alignment with one of Cigna's office locations.
**Responsibilities**
+ Provides expert content/professional leadership on complex Compliance assignments/projects.
+ Monitors state and federal regulations and legislation and the preparation of compliance positions with respect to development of data driven compliance obligations for business stakeholders.
+ Develop, manage and maintain tracking capabilities to monitor and communicate new laws and regulations to cross-functional stakeholders.
+ Ensures compliance with state and federal laws and regulations.
+ Engage counsel for legal support and interpretation through coordinated, strategic engagement, memorializing guidance and outcomes.
+ Establishes and maintains contacts with regulatory agencies and other insurers. Exercises considerable creativity, foresight, and judgment in conceiving, planning, and delivering initiatives.
+ Drafts strategic communications, project plans and related artifacts to support understanding, alignment and execution of compliance obligations.
+ Uses deep professional knowledge and acumen to advise functional leaders.
+ Focuses on providing thought leadership within Compliance but works on broader projects, which require understanding of wider business.
+ Recognized internally as a subject matter expert.
**Qualifications**
+ Bachelor's degree required
+ **5+ years experience managing, tracking and communicating multi-state health care regulatory compliance obligations is required**
+ Experience with healthcare privacy and data laws regulations, including HIPAA and state and federal privacy laws
+ Exposure to state laws affecting artificial intelligence, generative artificial intelligence, and/or machine learning is a plus
+ Ability to engage strategically with legal resources to support accurate effective application of law and regulation
+ Experience developing and leveraging processes to track, coordinate and collaborate on legal and regulatory developments
+ Knowledge of public policy and the regulatory lifecycle
+ Ability to work collaboratively, communicate clearly and foster strong relationships in a large, matrixed organization
+ Strong analytical, problem-solving, and communication skills
+ Our preference is to have someone in a hybrid role, working from an office three days a week. However, we're open to considering remote arrangements for the right candidate.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
**About The Cigna Group**
Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _for support. Do not email_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
_Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._

We are seeking a Legal Compliance Advisor to support the research, identification and tracking of new laws and regulations. This role will support data-driven laws and regulations including those related to privacy, cybersecurity and innovation. Working cross functionally with compliance, legal, public policy and business stakeholders, this role will be accountable for communicating and overseeing the implementation of new data-driven laws and regulations. Strong communication, innovation, organization, and research skills are required. This role will report to the Chief Privacy Counsel.

Location: Bloomfield, CT preferred. Hybrid. Open to alignment with one of Cigna's office locations.

Responsibilities

• Provides expert content/professional leadership on complex Compliance assignments/projects.
• Monitors state and federal regulations and legislation and the preparation of compliance positions with respect to development of data driven compliance obligations for business stakeholders.
• Develop, manage and maintain tracking capabilities to monitor and communicate new laws and regulations to cross-functional stakeholders.
• Ensures compliance with state and federal laws and regulations.
• Engage counsel for legal support and interpretation through coordinated, strategic engagement, memorializing guidance and outcomes.
• Establishes and maintains contacts with regulatory agencies and other insurers. Exercises considerable creativity, foresight, and judgment in conceiving, planning, and delivering initiatives.
• Drafts strategic communications, project plans and related artifacts to support understanding, alignment and execution of compliance obligations.
• Uses deep professional knowledge and acumen to advise functional leaders.
• Focuses on providing thought leadership within Compliance but works on broader projects, which require understanding of wider business.
• Recognized internally as a subject matter expert.

Qualifications

• Bachelor's degree required
• 5+ years experience managing, tracking and communicating multi-state health care regulatory compliance obligations is required
• Experience with healthcare privacy and data laws regulations, including HIPAA and state and federal privacy laws
• Exposure to state laws affecting artificial intelligence, generative artificial intelligence, and/or machine learning is a plus
• Ability to engage strategically with legal resources to support accurate effective application of law and regulation
• Experience developing and leveraging processes to track, coordinate and collaborate on legal and regulatory developments
• Knowledge of public policy and the regulatory lifecycle
• Ability to work collaboratively, communicate clearly and foster strong relationships in a large, matrixed organization
• Strong analytical, problem-solving, and communication skills
• Our preference is to have someone in a hybrid role, working from an office three days a week. However, we're open to considering remote arrangements for the right candidate.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

About The Cigna Group

Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we're dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.

Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

If you require reasonable accommodation in completing the online application process, please email: for support. Do not email for an update on your application or to provide your resume as you will not receive a response.

The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.

Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

We offer a flexible working policy that supports a healthy balance between personal and professional well-being. This role requires in-office presence on Tuesdays & Thursdays to collaborate, connect, and learn from peers - while also maintaining the flexibility for meaningful work-life balance.

Being a Legal Solutions Advisor at iManage Means.

You'll act as a strategic market voice and trusted advisor at the intersection of legal innovation, AI, knowledge management, and risk. You will engage with partners, knowledge leaders, and legal ops professionals to guide transformation journeys, shape how legal tech is discussed in the market, and ensure iManage continues to lead from the front on topics like generative AI, knowledge search, and governance. Your voice will influence not only customers, but also our internal strategy. You are a legally trained expert who thrives in both external thought leadership and internal influence-working across Sales, Pre-Sales, Product, and Marketing to elevate iManage's credibility, market impact, and roadmap alignment.

iM Responsible For.

• Acting as a legal industry subject matter expert to support go-to-market strategies and product messaging across Knowledge, Risk, Compliance, and AI.
• Representing iManage at conferences, webinars, and legal tech events-delivering compelling presentations and building brand trust with legal stakeholders.
• Partnering with Sales and Pre-Sales to design discovery frameworks and demo narratives that resonate with regional legal markets.
• Advising Product on customer trends, competitive shifts, and evolving market expectations to guide roadmap and feature planning.
• Supporting Early Access Programs and customer validation efforts to ensure strategic alignment of new offerings.
• Authoring or co-authoring thought leadership content, including white papers, solution briefs, and field enablement materials.
• Participating in strategic deal conversations as a trusted advisor-not a closer-helping connect business problems to platform capabilities.
• Enabling internal teams by translating legal workflow nuance into actionable insight across functions.

iM Qualified Because I Have.

• A legal background (law degree preferred) and deep experience in legal operations, innovation, or knowledge leadership.
• 10+ years of experience working with or inside law firms, legal tech providers, or advisory roles focused on legal transformation.
• Strong familiarity with legal workflows related to knowledge search, risk & compliance, document automation, and AI.
• Proven ability to speak to senior legal audiences-from innovation leads and KM heads to GCs and managing partners.
• A track record of building cross-functional alignment between commercial teams and product functions in a SaaS environment.
• Exceptional storytelling skills-comfortable presenting at conferences, writing content, and influencing both internally and externally.
• A collaborative, low-ego approach with the ability to lead without direct authority.

Bonus Points If I Have.

• Experience supporting product launch planning or internal field readiness programs.
• Familiarity with Agile development processes or working closely with Product Managers.
• Published thought leadership in legal journals, blogs, or tech platforms.
• Experience as a public speaker or panelist on legal tech, AI, or innovation topics.

Don't meet every qualification listed above? Studies show that women and people of color are less likely to apply to jobs unless they meet all qualifications. At iManage, we are committed to building a diverse and inclusive environment, and encourage everyone to show up as their full authentic selves. We welcome those that come with a growth mindset and a hunger for learning; so, if you are excited about this role but your past experience doesn't align perfectly with every qualification we encourage you to apply anyways!

iM Getting To.

• Join a rapidly evolving, industry-leading SaaS company on an exciting journey of growth and scalability!
• Take on meaningful, high-impact challenges by leveraging cutting-edge technologies and best-in-class protocols to drive innovation.
• Own my career path with our internal development framework. Ask us more about this!
• Expand my skill set and earn certifications with unlimited access to LinkedIn Learning courses and interactive Microsoft courses & training.
• Be part of a supportive and experienced team within a dynamic, inclusive, and encouraging culture.
• Enjoy flexible work hours that empower me to balance personal time with professional commitments.
• Collaborate in a modern, open-plan workspace featuring a gaming area, free snacks and drinks, and regular social events.

iManage Is Supporting Me By.

• Creating an inclusive environment where I can help shape the culture not just by fitting in, but by adding to it.
• Providing a market competitive salary that is applied through a consistent process, equitable for all our employees, and regularly reviewed based on industry data.
• Rewarding me with an annual performance-based bonus.
• Offering comprehensive Health/Vision/Dental/Life Insurance, and a 401k Retirement Savings Plan with a company match up to 4%.
• Granting enhanced leave for expecting parents; 20 weeks 100% paid for primary leave, and 10 weeks 100% paid for secondary leave.
• Providing me with a flexible time off policy to take the time off that I need. Be it for vacation, volunteering, celebrating holidays, spending time with family, or simply taking time to recharge and reset.
• Having multiple company wellness days each year to prioritize mental health and well-being.
• Providing access to RethinkCare, a global behavioral health platform that enhances personal well-being, strengthens professional resilience, and empowers parental success through expert-led training and resources.

The overall US annual base salary range for this position is $150,000-$180,000. Individual compensation for each candidate depends on factors such as qualifications, experience, and candidate location. This range does not include additional forms of compensation, such as bonuses, or benefits. Your recruiter will provide further details about the offer range, incentives, and overall compensation during the hiring process.

iManage is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity via text and exclusively communicates from emails using the @imanage.com domain. If you have any concerns or questions about communications you have received, please send them to (email protected) so our team members can review.

About iManage.

At iManage, we are dedicated to Making Knowledge Work™. Our intelligent, cloud-enabled, and secure platform is trusted by 4,100+ customers and 430,000 users worldwide, managing over 11 billion documents and 11 petabytes of data. We empower professionals across 65+ countries to unlock the full potential of their business content and communications.

We are continuously innovating to solve the most complex professional challenges and enable better business outcomes; Our work is not always easy but it is ambitious and rewarding.

So we're looking for people who embrace challenges. People who thrive on solving problems, pushing boundaries, and collaborating with the industry's best and brightest. That's the iManage way. It's how we turn the impossible into reality, empower our employees to grow, unlock their potential, and create a meaningful impact on everything we do.

Whoever you are, whatever you do, however you work. Make it mean something at iManage.

iManage provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Learn more at:

Please see our privacy statement for more information on how we handle your personal data:

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Houston , Texas| United States Direct Hire

Our client, a top-tier global law firm, is seeking a Legal AI Technology Advisor to join its team in either Washington, DC or Houston, TX. This position is ideal for a forward-thinking technologist with experience in legal innovation and a strong understanding of the global financial regulatory landscape. Candidates should bring hands-on experience with custom GPTs/intelligent agents, PowerBI skills and a curiosity for how emerging AI tools can transform legal workflows. This is a unique opportunity to work at the intersection of legal practice and cutting-edge AI, advising on the practical use of generative tools like ChatGPT within a global legal framework.

Responsibilities:

• Develops a deep understanding of the needs of both internal legal teams and external clients and translates them into effective tech solutions
• Builds strong relationships with clients, positioning yourself as a "trusted advisor"
• Advises on the integration of AI, machine learning, and other advanced technologies in legal processes, such as contract analysis and document automation to foster efficiency and innovation
• Analyzes usage of and promotes firm's current Legal Technology Toolkit by delivering tailored presentations, demonstrations, and matter-specific configurations of products
• Collaborates with Product Management teams when new solutions are developed to offer feedback and guidance on delivery to meet lawyers' needs and enhance client experiences
• Balances immediate client needs with the firm's strategic aims, identifying opportunities for existing solutions where needed
• Supports power users in key legal technology solutions to expand our delivery capabilities
• Captures and shares feedback from firm's attorneys and business professionals across the global Legal Technology team throughout the product lifecycle
• Stays informed about the latest legal technology trends through continuous learning, networking, and research, and identifies opportunities for adoption within the firm
• Promotes the usage of our training materials and provides feedback on improvement opportunities

Qualifications

• Solid experience implementing and supporting advanced legal technologies in Corporate and/or Global Financial Market practice areas, preferably at a global law firm
• Bachelor's degree preferred (minimum of High School Degree or equivalent required)
• Prior experience introducing legal technology solutions in professional services firms preferred
• Strong comprehensive understanding of the legal technology landscape and its application at a global law firm
• Ability to challenge the status quo with innovative technology solutions
• Strong judgement in evaluating legal technology solutions for their potential to add value and align with strategic goals
• Ability to collaborate effectively with cross-functional teams, including legal professionals and IT specialists, and apply strong problem-solving and entrepreneurial skills to address challenges in legal technology implementation
• Effective verbal and written communication skills, delivered with enthusiasm and impact
• Strong relationship skills and an understanding of diverse ways of achieving outcomes
• Excellent time management and organizational skills, including the ability to prioritize and manage simultaneous deadlines
• Ability to work in a fast-paced environment
• Ability to travel to other offices within the U.S. as needed
• Must be independently legally authorized to work in the United States

Expected salary for this role is $130,000 - $165,000, commensurate with experience, training, skills, qualifications, and other market factors.

#LI-MF1
#LI-HYBRID
#J-18808-Ljbffr

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4. Act as "face" of private practice within LSG firm relationship teams for assigned firms.
5. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank.
6. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition.
7. Document all client interactions via CRM system.
8. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
9. Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market.
10. Support LSG teammates through collaborative relationship strategies and teamwork.
11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's Degree
2. 5-7 years or more of banking experience in portfolio-oriented roles
3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position
4. Extensive knowledge of banking products and services, corporate banking & private banking arenas.
5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
6. Proven success in the acquisition of new personal client relationships.
7. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs.
8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families.
9. Has strong consultative and client management skills with the ability to sell a wide range of products and services.
10. Excellent oral, written, presentation and client service skills.
11. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
12. Solid understanding of the legal profession.
13. Strong knowledge of Microsoft Office Products.
Preferred Qualifications:
1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (