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Years of Experience
ProfileVice President, Deputy General Counsel
Qualification and Experience
The candidate should have J.D. from an accredited U.S. law school. Membership in good standing with a state bar association (Massachusetts is preferred) is required. Must have 15 years as a practicing attorney. Should have 3 years as a corporate associate in a law firm. Must have 3 years experience managing a team of legal professionals. Experience with mutual funds, municipal securities and other investments, and regulated entities such as broker-dealers, investment advisors and transfer agents is required. Experience in the 529 plan and retirement plan industries is optimal. Should have ability manage and lead a team of professionals supporting multiple business units. Must communicate effectively, verbally and in writing, with senior management, clients, regulators, government officials and others. Understand company’ businesses and give practical advice to business leaders.
95 Wells Avenue
Newton, MA 02459-3216