Legal Counsel

Legal & Compliance Full-Time Berwyn, Pennsylvania ReqID:5227


Envestnet is seeking a passionate and talented Legal Counsel to join our Legal team. 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.  

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.   

Job Summary:

Envestnet is looking for a motivated transaction counsel to join a small, fast-paced and tight-knit legal team that supports all departments.

Job Responsibilities:

  • Negotiation and drafting of financial technology services agreements
  • Assure compliance with applicable laws, regulation and contract terms
  • Ability to work cooperatively with Sales, Products, Operations, Finance and other teams to achieve organization-wide goals
  • Provide legal support in corporate M&A due diligence
  • Familiarity with data security, privacy and financial services regulations
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.   
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk 

Required Qualifications:  

  • Juris Doctor from an ABA accredited law school
  • Member in good standing of a state bar
  • Strong drafting and analytical skills
  • Ability to understand business needs and requirements

Preferred Qualifications:  

  • Minimum of 2 to 4 years of legal experience in Fintech SaaS contract drafting and negotiation
  • Experience in the areas of data security, privacy regulation, RIA/BD regulation or financial services experience a plus.
  • Excellent organizational skills with the ability to multi-task

About Us:  

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships. 

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. 

Why Choose Envestnet:  

  • Be a member of a leading financial services and products innovation company  
  • Competitive Compensation/Total Reward Packages that include: 
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match 
    • Annual Bonus Incentives
    • Equity 
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable match
    • Wellness Program 
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks! 


The annual base salary range for this position is $84,000 - $190,000.

Envestnet is an Equal Opportunity Employer.