Senior Paralegal

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. The Legal and Compliance team at Brighton Jones plays a crucial role in ensuring the firm operates with the highest ethical and legal standards. Our work spans a broad range of business needs, including regulatory compliance, client agreements, vendor contracts, corporate governance, and day-to-day legal guidance. We are a collaborative, supportive, and team-oriented group that values proactive support, shared ownership, and strong partnership across the firm. We are looking for an experienced, highly organized and detail-oriented teammate to provide comprehensive paralegal and legal operations support to the Legal and Compliance team.  This person will help navigate complex matters, manage details with care and take ownership of meaningful projects that support the broader business. The ideal candidate is proactive, independent and reliable, while also bringing a strong team-first approach.  They communicate clearly, follow through consistently, contribute to a positive team dynamic, and understand that success in this role depends on trust, discretion, collaboration and sound judgement.   They should bring strong organizational skills, structured communication, a high degree of professionalism and the ability to handle confidential information with discretion and care. Take our Values in Action Self-Assessment to see how our values align! Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. What You'll Do: Contract Lifecycle Management (CLM) System Oversight Manage the implementation of and subsequently oversee and maintain the firm’s CLM system to ensure agreements are reviewed, approved, and archived in accordance with firm policies. Support continuous improvement of legal operations by optimizing the intake process and workflow automation. Legal Agreements & Corporate Filings Create, edit, revise, redline, and proofread documents. Draft/formal legal documents and correspondence. Manage all entity management activities, including entity formations, registrations, annual renewals, and state filings. Regulatory Compliance Support Assist with preparation and maintenance of regulatory filings (e.g., Form ADV, state registrations, and related disclosures). Review the firm’s marketing content for compliance with applicable laws and regulations. Develop and maintain written policies and processes for the Legal and Compliance team. Develop testing procedures of firm data in accordance with regulations and provide results and recommendations to senior leadership. Insurance Administration Oversee routine requirements of the firm’s insurance portfolio and program, coordinating with internal and external stakeholders. Manage the preparation for annual insurance renewals, including gathering documentation from different business stakeholders and completing applications, under attorney supervision. Project Management & Cross-Functional Collaboration Support teams across the firm, providing flexible and timely support on tasks and projects. Present and communicate issues in a clear, concise and effective manner to technical and non-technical audiences. What You'll Bring: Bachelor’s degree or paralegal certificate from ABA-approved school preferred. Minimum of 5 years of professional work experience as a paralegal or legal operations, highly preferred in financial services. Familiarity with SEC regulatory framework for investment advisers (e.g., Advisers Act concepts, Form ADV) preferred. Experience supporting audits, regulatory exams, or compliance programs within financial services strongly preferred. Strong project management and problem-solving mindset with ability to manage multiple concurrent deadlines and stakeholders. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and enterprise document management systems. Ability to manage multiple matters simultaneously under tight deadlines or quick turnaround times. High level of attention to detail and accuracy. Comfort working alongside AI tools and a curiosity to continuously learn and adopt new ways of working as technology evolves. This is a full-time, exempt, in-office position. We are a work from office culture with a lot of flexibility. Compensation: Pay: $98,000 - $150,000 per year Ownership & Financial Wellbeing Fully paid medical, dental, and vision coverage for employees 401(k) with 100% match up to 3% of annual compensation Equity ownership opportunities for every employee New Business Incentive Program Generous employee referral bonus Cell phone data reimbursement Financial planning services discount for employees and immediate family members Time & Flexibility Minimum 3 weeks PTO starting Day 1 Winter Break, Summer Friday flex-days, and 10 paid holidays Unlimited Volunteer Time Off plus company grant matching Heavily subsidized transit Growth & Development 100% reimbursement for required training, certifications, licensing, and dues Personal career development plans Richer Life Business Partner (coaching for all employees) Mindful Emotional & Social Intelligence training Annual professional & personal wellbeing stipend Connection & Community Quarterly team-building events Regular social events Employee-led book clubs, committees, and affinity groups Family & Milestones Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent) Adoption benefits Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

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    {
      "text": "What You'll Do:",
      "content": "<p><strong>Contract Lifecycle Management (CLM) System Oversight</strong></p>\n<ul type=\"disc\">\n<li>Manage the implementation of and subsequently oversee and&nbsp;maintain&nbsp;the firm’s CLM&nbsp;system to ensure agreements are reviewed, approved, and archived in accordance with firm policies.</li>\n<li>Support continuous improvement of legal operations by optimizing the intake process and workflow automation.</li>\n\n<p><strong>Legal Agreements &amp; Corporate Filings&nbsp;</strong></p>\n<ul type=\"disc\">\n<li>Create, edit, revise, redline, and proofread documents. Draft/formal legal documents and correspondence.</li>\n<li>&nbsp;Manage all entity management activities, including entity formations, registrations, annual renewals, and state filings.</li>\n\n<p><strong>Regulatory Compliance Support</strong></p>\n<ul type=\"disc\">\n<li>Assist with preparation and maintenance of regulatory filings (e.g., Form ADV, state registrations, and related disclosures).</li>\n<li>Review the firm’s marketing content for compliance with applicable laws and regulations.</li>\n<li>Develop and maintain written policies and processes for the Legal and Compliance team.</li>\n<li>Develop testing procedures of firm data in accordance with regulations and provide results and recommendations to senior leadership.</li>\n\n<p><strong>Insurance Administration&nbsp;</strong></p>\n<ul type=\"disc\">\n<li>Oversee routine requirements of the firm’s insurance portfolio and program, coordinating with internal and external&nbsp;stakeholders.&nbsp;</li>\n<li>Manage the preparation for annual insurance renewals, including gathering documentation from different business stakeholders and completing applications, under attorney supervision.&nbsp;</li>\n\n<p><strong>Project Management &amp; Cross-Functional Collaboration</strong></p>\n<ul type=\"disc\">\n<li>Support teams across the firm, providing flexible and timely support on tasks and projects.</li>\n<li>Present and communicate issues in a clear, concise and effective manner to technical and non-technical audiences.&nbsp;</li>\n</ul></ul></ul></ul></ul>"
    },
    {
      "text": "What You'll Bring:",
      "content": "\n<li>Bachelor’s degree or paralegal certificate from ABA-approved school preferred.</li>\n<li>Minimum of 5 years of professional work experience as a paralegal or legal operations, highly preferred in financial services.</li>\n<li>Familiarity with SEC regulatory framework for investment advisers (e.g., Advisers Act concepts, Form ADV) preferred.</li>\n<li>Experience supporting audits, regulatory exams, or compliance programs within financial services strongly preferred.</li>\n<li>Strong project management and problem-solving mindset with ability to manage multiple concurrent deadlines and stakeholders.</li>\n<li>Proficiency&nbsp;in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and enterprise document management systems.</li>\n<li>Ability to manage multiple matters simultaneously under tight deadlines or quick turnaround times.</li>\n<li>High level of attention to detail and accuracy.</li>\n<li>Comfort working alongside AI tools and a curiosity to continuously learn and adopt new ways of working as technology evolves.</li>\n<li>This is a full-time, exempt, in-office position. We are a work from office culture with a lot of flexibility.&nbsp;</li>\n"
    },
    {
      "text": "Compensation:",
      "content": "\n<li><strong>Pay: </strong>&nbsp;$98,000 - $150,000 per year</li>\n\n<div>&nbsp;</div>\n<div><strong>Ownership &amp; Financial Wellbeing</strong></div>\n\n<li>Fully paid medical, dental, and vision coverage for employees</li>\n<li>401(k) with 100% match up to 3% of annual compensation</li>\n<li>Equity ownership opportunities for every employee</li>\n<li>New Business Incentive Program</li>\n<li>Generous employee referral bonus</li>\n<li>Cell phone data reimbursement</li>\n<li>Financial planning services discount for employees and immediate family members</li>\n\n<div>&nbsp;</div>\n<div><strong>Time &amp; Flexibility</strong></div>\n\n<li>Minimum 3 weeks PTO starting Day 1</li>\n<li>Winter Break, Summer Friday flex-days, and 10 paid holidays</li>\n<li>Unlimited Volunteer Time Off plus company grant matching</li>\n<li>Heavily subsidized transit</li>\n\n<div>&nbsp;</div>\n<div><strong>Growth &amp; Development</strong></div>\n\n<li>100% reimbursement for required training, certifications, licensing, and dues</li>\n<li>Personal career development plans</li>\n<li>Richer Life Business Partner (coaching for all employees)</li>\n<li>Mindful Emotional &amp; Social Intelligence training</li>\n<li>Annual professional &amp; personal wellbeing stipend</li>\n\n<div>&nbsp;</div>\n<div><strong>Connection &amp; Community</strong></div>\n\n<li>Quarterly team-building events</li>\n<li>Regular social events</li>\n<li>Employee-led book clubs, committees, and affinity groups</li>\n\n<div>&nbsp;</div>\n<div><strong>Family &amp; Milestones</strong></div>\n\n<li>Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)</li>\n<li>Adoption benefits</li>\n<li>Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years</li>\n"
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