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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are seeking an experienced and highly organized Senior Paralegal to play a critical operational role within our Legal Department. This position will serve as a central hub for operations within the legal department including driving process and technology improvements, legal vendor management, legal spend oversight, and departmental process compliance. The ideal candidate has experience working in a legal operations role with a demonstrated track record of leveraging technology to improve attorney efficiency, and is detail-oriented, proactive, and comfortable partnering with attorneys, finance, and external vendors to ensure the Legal Department operates efficiently, consistently, and within budget.
What you’ll do:
Identify and drive improvements to legal operations to improve efficiency and scalability, including the incorporation of AI and other legal technologies, and to streamline workflows across the Legal Department.
Provide general oversight of Legal Department vendors, including engagement letters, statements of work (SOWs), and related documentation.
Partner with the Legal, Finance and Tax Departments to support entity lifecycle events (formations, dissolutions, restructurings), and maintain corporate records, minute books, organizational charts, and entity management databases.
Track and manage director and officer appointments and indemnification agreements, and coordinate with the Licensing Team to ensure timely and accurate compliance with corporate filings (e.g., annual reports, officer/director changes), and oversee relationships with external corporate service providers and registered agents.
Track corporate insurance information, and assist the Legal Department with insurance renewal applications.
Monitor open matter spend and support preparation of Finance Legal Letters and other finance-related reporting.
Prepare periodic reports on legal vendor spend against budget, including trend analysis related to litigation costs, settlements, and other legal expenses.
Manage and ensure adherence to Legal Department policies, guidelines, and procedures.
Support continuous improvement of Legal Department workflows, tracking tools, and reporting processes.
Establish and monitor Legal Department KPIs and risk and business controls, and analyze performance data across these items and the above-listed functions to provide insights for the Legal Department, aiding in strategic planning.
What you’ll need:
Bachelor’s degree or equivalent professional experience; paralegal certification is a plus.
6+ years of experience as a paralegal or legal operations professional, preferably in an in-house legal department.
Strong experience with legal billing platforms (e.g., Legal Tracker, CounselLink, or similar).
Demonstrated experience managing legal vendors, engagement documentation, and spend reporting.
Excellent organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously.
Strong written and verbal communication skills.
Comfort working cross-functionally with attorneys, finance teams, and external service providers.
Ability to exercise sound judgment, maintain confidentiality, and operate with minimal supervision.
Experience in fintech, financial services, or a regulated environment is a plus.
Nice to have:
Experience working for a financial services or fintech company.
Proficiency with Legal Tracker, LexisNexis, and Relativity/other e-discovery platforms.
Proficiency with CSC Enterprise Entity Management, NASDAQ Boardvantage and Ironclad.
Experience e-filing via PACER and state court online filing systems.
