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Individual Retirement Assistant General Counsel

Full-time 3 views
Company BCG Attorney Search Location Woodland Hills, CA, United States



7-20 yrs required



Aug 11, 2022


Woodland Hills office of our client seeks an individual retirement assistant general counsel with 8+ years of experience as a lawyer in the life insurance/annuity or related industry, in-house and/or private practice, preferably with a focus on annuities. The candidate will report to the General Counsel, Individual Retirement. Will be a member of the management leadership team and provide advice, counsel, and guidance with respect to the broad range of legal and regulatory issues within the individual retirement business. Provide trusted advice and counsel to the individual retirement business of the company, working on all aspects of legal support for annuities: product manufacturing including research and development, operations, marketing, and compliance with state and federal law. Draft and review insurance contracts filed with the state insurance departments, support all disclosure practices including SEC registration, advising traditional and digital marketing areas, producer and policyholder call centers, policy owner servicing, and claims administration as well as insurance regulatory, legislative, and compliance matters. Provide a mix of support of the in-force book of business, as well as strategic and innovative initiatives designed to profitably grow the business. The role includes general contract review, contract drafting, and negotiation in relation to ordinary course transactions and business initiatives, drafting of policies and procedures in relation to corporate and business unit initiatives, support of state legislation tracking and related matters, and special projects. Work collaboratively with peers across legal, compliance, and other control functions to ensure philosophical consistencies of approach and practice across diverse business lines and legal entities. Maintain and grow in-depth knowledge of the business and its activities in order to ensure adequate legal oversight and resources as the business needs evolve over time. Advice on emerging legal issues. Provide recommendations as to early dispute resolutions in an effort to avoid litigation. Must have prior experience with a large multinational law firm and/or in-house legal department. Should preferably have demonstrated knowledge of one or more of the following: product design and development; operations related to financial products (claims, new business, policyholder services, and underwriting); and the marketing/sales of life insurance products. Admittance to at least one State Bar is required with a preference for NY, TX, or CA.

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BCG Attorney Search

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