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Legal Counsel

Nevis· Operations
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New YorkFull-timePosted 3mo ago

About the role

First in-house Legal Counsel role at Nevis Wealth, reporting to the CEO, responsible for building and leading the legal function across commercial, privacy, governance, fundraising, and operations to help scale a fintech/wealth-tech business.

Responsibilities

  • Own the full customer contracting lifecycle (MSAs, SaaS agreements, DPAs, NDAs, order forms, security addenda, vendor agreements)
  • Lead negotiations with enterprise customers, strategic partners, and key vendors
  • Partner with Sales and Customer Success to improve contract velocity while managing legal risk
  • Build scalable contract templates, negotiation playbooks, fallback positions, and approval processes
  • Manage external counsel support for specialist needs
  • Support strategic commercial partnerships and business initiatives
  • Own and evolve privacy and data governance framework
  • Advise on US privacy requirements (CCPA/CPRA and emerging state regimes) and UK GDPR obligations
  • Negotiate customer DPAs and privacy-related commitments
  • Partner with Product, Engineering, and Security on data usage, AI-related product features, and information security
  • Maintain privacy documentation, notices, and compliance records
  • Support customer security reviews and responses to security questionnaires
  • Manage board resolutions, governance records, corporate filings, and signing authorities
  • Partner with Finance on equity administration and cap table governance
  • Support future fundraising activities including investor diligence and financing documents
  • Build legal workflows, knowledge management, and AI-enabled processes
  • Create self-service guidance, playbooks, and training materials
  • Establish metrics to measure legal team effectiveness
  • Advise on employment matters across the US and UK; support People Ops on policies and risk management
  • Protect IP, advise on licensing, open-source, and AI-related developments
  • Review marketing materials and external communications for legal risk

Qualifications

  • J.D. and active membership in good standing with a US state bar (New York preferred)
  • Approximately 4–8 years of relevant legal experience
  • Strong experience negotiating SaaS and technology commercial agreements
  • Working knowledge of US privacy laws and DPAs
  • Experience supporting technology, fintech, wealth tech, or B2B SaaS businesses
  • Strong commercial judgment and ability to balance legal risk with business objectives
  • Comfortable operating independently with limited structure and high ownership
  • Interest in legal operations, automation, AI tools, and process design

Skills

Required:Commercial contractingPrivacy & data governanceCorporate governance & fundraising

Benefits

  • Not specified in the description
Last updated Jul 22, 2026. Interested? Apply on the company site.

About Nevis

Nevis - The AI platform for wealth management

AI that helps financial advisors grow and spend more time with clients

AIWealth managementfinancial advisorsheadline-ai-europe-100-2026system-builderswealth management AI
Company profileWebsite

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