Financial Services Partner

Profile

Job Overview

A law firm seeks an experienced Financial Services Partner to join their team in San Francisco, CA. The successful candidate will bring a portable book of business and possess strong client and case management skills. Admission to practice in a jurisdiction where the firm has an office is required, with a preference for Florida Bar admission. This role offers the opportunity to work with seasoned attorneys in counseling and defending financial services organizations and individuals.

Duties

• Manage arbitration, litigation, and regulatory matters from inception through resolution.
• Communicate directly with clients, providing strategic guidance and regular updates.
• Collaborate with attorneys across offices and practice groups on financial services matters.
• Consult with clients on compliance issues to meet legal and regulatory requirements.

Requirements

• Admission to practice in the state of residence is required.
• Admission to practice in Florida preferred.
• 10+ years of financial services litigation experience.
• Strong analytical, writing, research, and communication skills.
• Ability to independently manage multiple matters in a fast-paced environment.
• Excellent organizational, case management, and interpersonal skills.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Bar admission in the state of residence.

Skills

• Experience handling FINRA, AAA, and other arbitration proceedings.
• Experience responding to FINRA, SEC, and state regulatory investigations.
• Experience defending financial services professionals in court actions.
• Experience representing insurance agents in professional liability claims.

Benefits

• Collaborative and entrepreneurial culture with strong mentorship and support.
• Significant opportunities for professional growth and client development.
• Unlimited PTO for attorneys.
• Competitive compensation and comprehensive benefits package.
• Robust discretionary and billable-based bonus opportunities.
• Flexible work arrangements, including hybrid and fully remote options.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306