Job Details

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

Summary:

This role is responsible for providing contract-focused legal support across OneDigital's

Financial Services businesses. The Contracts Counsel serves as a central resource for drafting,

reviewing, negotiating, and maintaining a wide range of agreements, with a primary

emphasis on plan sponsor agreements, fintech and vendor contracts, nondisclosure

agreements, sub-advisory and promoter contracts, and general commercial agreements. The

scope of work intersects with regulated financial-services activities, requiring comfort

operating alongside ERISA- and securities-regulated business models, while remaining

grounded in strong commercial contracting judgment, risk assessment, and practical business

partnership in a fast-paced environment.

Essential Duties and Responsibilities (includes but is not limited to):

• Draft, review, negotiate, and maintain client-facing agreements, including contracts with

plan sponsors for fiduciary and non-fiduciary services.

• Draft, review, and negotiate vendor and fintech agreements, including technology

licensing, SaaS agreements, data-sharing agreements, and implementation or integration

contracts.

• Support general commercial contracting needs across the business, including NDAs, service

agreements, consulting agreements, amendments, and contract renewals.

• Develop, maintain, and continuously improve standardized contract templates, clause

libraries, and playbooks to support scalability and efficiency.

• Partner with internal stakeholders to identify legal, regulatory, operational, and

reputational risks within contracts and recommend practical mitigation strategies.

• Collaborate with Compliance, Corporate Counsel, and practice leaders to ensure

contractual terms align with regulatory obligations, internal standards, and business

objectives.

• Provide contract-related guidance during client escalations, vendor disputes, and issue

resolution efforts.

• Support due diligence and integration activities for mergers, acquisitions, and strategic

partnerships, with a focus on contract review and risk assessment.

• Assist with privacy and data protection considerations within contracts, including confidentiality, data use, and data security provisions. • Support the procurement of insurance policies, including errors and omissions (E&O) coverage and fidelity bonds, as applicable. • Track and manage contract lifecycle processes, including approvals, execution, storage, and renewals. • Stay informed on legal and industry developments affecting commercial contracts within financial services and provide guidance to internal teams as appropriate. • Collaborate with internal teams to improve contracting workflows, processes, and tools to drive efficiency and consistency. • Perform other duties and special projects as assigned.

Qualifications, Skills and Requirements:

• Strong foundation in commercial contract drafting, negotiation, and interpretation.

• Ability to quickly understand complex service offerings, technology solutions, and

business models and translate them into clear contractual terms.

• Experience assessing and balancing legal risk with business objectives.

• Ability to draft and negotiate agreements that support scalability while protecting the

organization from legal and financial exposure.

• Strong legal research and analytical skills.

• Excellent written and verbal communication skills, with the ability to explain legal

concepts to non-legal stakeholders.

• High attention to detail and strong organizational skills.

• Ability to manage multiple priorities and deadlines in a dynamic environment.

• Strong interpersonal skills and a collaborative, solution-oriented approach.

• Ability to work independently with minimal supervision while maintaining high-quality

work product.

• Commitment to professionalism, confidentiality, and ethical standards.

• Proficiency with Microsoft Word and Adobe Acrobat; experience with contract

management systems a plus.

• Adaptability and comfort operating in a rapidly evolving business and regulatory

environment.

Education, Training and Experience:

• Juris Doctorate from an ABA-accredited law school.

• Admission, in good standing, to at least one state bar.

• Minimum 3 years of experience in a contracts-focused legal role, preferably for an

investment advisory or brokerage firm.

The typical base pay range for this role nationwide is $110,000 to $130,000 per year.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!