JPMorgan Insurance Wealth Management Attorney - 

United States, Texas, Plano 

959496304

As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal guidance related to annuities, life insurance, long term care and wealth management-specific regulatory matters, ongoing support of product distribution issues, and the creation, review, and general support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including Advisors, Sales Management, Operations, Risk, and Controls, as needed. You will work closely with colleagues on the US Wealth Management and Product Legal teams and collaborate with Compliance, Risk and Controls functions to ensure comprehensive and effective support.

Job responsibilities

• Serve as primary legal counsel for guidance related to the distribution of certain financial products, including life insurance, annuities, and long term care.
• Draft, negotiate and review transactional documents to support business objectives, including insurance selling, servicing and marketing agreements.
• Provide ongoing strategic advice and guidance on regulations related to insurance and wealth management to business partners, other legal teams and functional partners.
• Interpret existing, contemplated, and proposed laws, rules, and regulations, and advise on changes thereto.
• Advise on complaints and litigation related to life insurance, annuities, and long term care.
• Support the creation of insurance marketing and educational materials and their review.
• Provide direction on insurance licensing and training requirements.
• Working on special projects outside of normal responsibilities and ability to adapt as needed.

Required qualifications, capabilities and skills

• At least 10 years of legal practicing experience at a law firm, financial institution, insurance company, insurance agency, government agency, regulator and/or self-regulatory organization with demonstrated insurance experience.
• Experience in insurance and broker-dealer matters, including knowledge of state insurance laws and regulations, and FINRA rules and regulations.
• Proficient in handling a large number of issues and competing priorities in a fast paced and rapidly evolving environment.
• Ability to understand business needs and partner with key stakeholders to create solutions.
• Excellent communication skills (verbal and written) with the ability to interact effectively and professionally at all levels.
• All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment.
• Attorney must be licensed to practice law and a member in good standing in in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction.
• All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.

All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.