Lead the legal development of Wahed’s US private client offering, focusing on Wills, probate, trusts, estate administration, and Islamic legacy planning.
Help design and launch a legally compliant and scalable US estate planning service under the iWill brand.
Develop the legal framework, draft core documents, advise on state-specific requirements, and support regulatory setup.
Produce comprehensive financial plans on behalf of affiliated advisors across various financial domains.
Run detailed tax analyses including Roth conversion modeling and charitable giving scenarios.
Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
First Affirmative has been a pioneer in values-aligned investing since 1988 with over $1B in AUM. Now, as Formative, we’re entering our next chapter focused on growth for impact and strive to be the leading hub for values-aligned advisors.
Accurately enter and review client data into drafting software systems
Draft legal documents using provided software, templates and checklists
Proofread and edit documents to eliminate errors and ensure consistency
Offshore Launch is a staffing agency specializing in helping small business owners scale their operations with the top 1% of global remote talent. They are a people-centered agency passionate about leaving every person and business in a better position.
Lead workstreams on Legal GenAI engagements, including AI readiness assessments, tool selection, process redesign, and implementation planning.
Run client workshops and interviews with senior in-house legal stakeholders, and translate the outputs into actionable recommendations.
Own client deliverables end to end – from structure and analysis through to final review with the engagement lead.
Consilio’s Legal Management Consulting team works with in-house legal departments around the world to improve how they operate, including the responsible adoption of generative AI. They value pragmatic, evidence-based work over consulting theater.
Own and lead zerohash’s licensing and registration strategy across North America and other Americas jurisdictions.
Design, implement, and continuously improve risk-based compliance programs that are operable across multiple jurisdictions.
Maintain deep working knowledge of zerohash’s AML/BSA regulations, current money laundering typologies, and investigative techniques.
Zerohash is the leading crypto and stablecoin infrastructure platform and the operating system for digital money, powering the next generation of financial services. Founded in 2017, zerohash enables banks, brokerages, fintechs, and payment companies to offer crypto trading, stablecoin payments, and tokenized assets without having to build or manage complex blockchain infrastructure on their own.
Guide individuals and families through meaningful financial conversations
Build personalized financial strategies aligned with client goals
Educate clients on retirement planning, investments, wealth-building, college planning, and insurance solutions
Traction Forge Financial, leveraging the strength of GFI, strives to help individuals, families, and business owners gain clarity, confidence, and control over their financial future. They empower people from all backgrounds with the knowledge and strategies needed to move forward with purpose.
Own day-to-day product and regulatory counseling for key parts of our payouts platform.
Help shape how we build and ship in a regulated space by translating U.S. payments and consumer-protection requirements into pragmatic product guardrails.
Be a core driver of our contracting engine as we scale, negotiating and drafting customer agreements.
Tremendous is the global platform built for businesses to send thousands of payouts to anyone, anywhere, for free. They're a fully remote company with a high-documentation, low-meeting culture, and their employee NPS is in the high 80s.
Handling legal and regulatory matters for Crypto.com’s CFTC and SEC registered businesses in the US.
Assisting in drafting, reviewing and updating policies/procedures and terms and conditions related to the trading of various regulated products in the US.
Reviewing marketing and sales literature, presentations, and other educational materials for compliance with applicable CFTC, NFA, FINRA and SEC laws and regulations.
Crypto.com is the world's fastest growing global cryptocurrency platform serving more than 150 million customers. They are built on a foundation of security, privacy, and compliance and committed to accelerating the adoption of cryptocurrency.
Support engagement teams on Legal GenAI projects, including current-state assessments, tool evaluations, and implementation planning.
Help map legal processes and identify where GenAI can sensibly be applied.
Test and document GenAI tools and build prompt libraries for clients.
Consilio’s Legal Management Consulting team works with in-house legal departments around the world to improve how they operate, including the responsible adoption of generative AI. The company is an EEO/Affirmative Action Employer.
Track key court cases and support the development and filing of amicus briefs.
Track and analyze federal and state legal and regulatory developments relevant to IW’s policy priorities.
Assist in drafting blogs, memos, and backgrounders translating legal issues for broader audiences.
Independent Women's Law Center supports legal and policy teams by tracking, analyzing, and translating legal and regulatory developments. They operate as a virtual office and value collaboration and communication, holding regular staff and department calls.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Advise on regulatory perimeter assessments, licensing and registration applications, product compliance, regulatory investigations, advertising, and consumer protection matters specific to Turkey’s financial and crypto regulatory framework.
Support local and global business teams on product launches, marketing campaigns, and promotional activities by providing legal/regulatory guidance, drafting product terms, and ensuring compliance with Turkish regulatory requirements.
Keep abreast of the latest developments in Turkish laws and regulations affecting crypto, FinTech, and blockchain industries, providing strategic, forward-looking advice to foster compliance and mitigate risks.
Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. They are trusted by 300+ million people in 100+ countries for their industry-leading security.
Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
Develop, maintain, and update customized tax plans for clients.
Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables.
RES Consulting is helping a progressive CPA firm find a Remote Tax Advisor. This firm is growing around proactive tax advisory rather than volume-based compliance and the client niche is focused on strategic business groups, growth-stage entrepreneurs, and HNWIs and families.
Serve as the primary legal advisor to Liberty Mutual’s North America Programs portfolio.
Support Liberty Mutual’s growth in programs by advising on the structuring, launch, negotiation, and governance of new and existing program relationships.
Partner with senior North America and Global Risk Solutions leadership on strategic programs initiatives and complex business arrangements.
Liberty Mutual is an insurance company. They are committed to creating a workplace where everyone feels valued and supported. They have comprehensive benefits, workplace flexibility, and professional development opportunities.
Be our on-screen voice for immigration legal content across TikTok, Instagram, and YouTube.
Break down complex legal topics into clear, engaging, and shareable content.
React to immigration news, trends, and real-world scenarios with smart, fast takes.
Lawhive aims to make the law accessible to everyone by reinventing the legal model with their own AI operating system. They are backed by top-tier investors and have secured $60M Series B funding to facilitate international expansion and grow their team.
Research substantive legal issues relevant to telehealth.
Draft commercial and employment agreements.
Review and evaluate company policies.
FOLX Health is the leading health and wellness platform for LGBTQIA care, providing end-to-end services, both virtually and in person, across the spectrum of community needs. The company fosters a culture of reliability, transparency, access, and agency.
Draft, review, and negotiate commercial agreements.
Advise on product-related legal issues.
Support compliance with data privacy laws.
Netomi is the leading agentic AI platform for enterprise customer experience. They enable agentic automation at scale across the entire customer journey with global brands. They are backed by WndrCo, Y Combinator, and Index Ventures.
Draft, review, and negotiate a variety of commercial agreements.
Provide legal advice and support on regulatory matters.
Collaborate with internal teams to develop and implement compliance policies.
Zerohash is the leading crypto and stablecoin infrastructure platform and the operating system for digital money, powering the next generation of financial services. Founded in 2017, zerohash enables banks, brokerages, fintechs, and payment companies to offer crypto trading, stablecoin payments, and tokenized assets. The company values independence, passion, and collaboration among employees.