Knowledge & Innovation Counsel - Finance & Capital Markets

Duties & Responsibilities

• Serve as the AI and innovation advisor for Finance & Capital Markets by coordinating with Practice Group Management, Finance & Capital Markets attorneys and paralegals, and Legal Solutions & Engineering to evaluate, pilot, procure, and deploy modern practice solutions; shapes the practice's innovation strategy.
• Lead substantive trainings on new practice solutions and AI tools deployed for the Finance & Capital Markets practice; monitor and keep attorneys and other relevant Finance & Capital Markets team members informed about important legal, business, and technology developments through directing the research, writing, and publication of external client alerts as well as developing know-how best practices and other legal services processes.
• Partner with Practice Group Management and Legal Solutions & Engineering to identify, evaluate, pilot, procure, and build practice solutions for Finance & Capital Markets, including AI tools, document automation software, and client-facing applications; serve as a senior advisor to attorneys, paralegals, and other relevant Finance & Capital Markets team members on client restrictions and data considerations, guidance on which tools to use in which contexts, and appropriate messaging to clients regarding technology adoption.
• Develop, implement, and maintain guidelines, best practices, and taxonomies for the Finance & Capital Markets practice group that govern how documents and emails are captured, classified, stored, and retrieved within the Firm’s document management system to ensure consistency, accessibility, and compliance.
• Advise clients, along with attorneys, paralegals, and other relevant Finance & Capital Markets team members, on our suite of practice solutions and how we are delivering value with our innovation investments; keep client collateral up to date for ease of distribution.
• Test, evaluate, and champion AI tools and other legal technology solutions for the Finance & Capital Markets practice, working closely with Legal Solutions & Engineering to assess suitability, manage pilots, support procurement decisions, and oversee deployment.
• Coordinate with other support groups and departments of the Firm, i.e., Business Development and others, to improve content, procedures, and communications to streamline processes and satisfy various departmental needs, including trainings.

Qualifications

• D.-qualified and at least five (5) years of finance or capital markets legal experience. Prior experience in legal technology evaluation, AI tool deployment, knowledge management, or process innovation is highly preferred.
• Extensive knowledge of finance or capital markets legal practices, products, and documents, including experience with financing transactions, securities offerings, derivatives, or related areas.
• Demonstrated ability to advise on client restrictions, data considerations, and AI/technology use policies, including the capacity to translate complex technical and risk considerations into clear, practical guidance for attorneys and clients.
• Prior involvement in developing policies, procedures, or training materials related to document management, records management, or information governance is strongly preferred.
• Outstanding communication skills, both oral and written.
• Strong legal research and drafting skills, including high proficiency in legal research techniques, knowledge of online research tools and industry resources, and familiarity with AI-powered legal tools and their practical application in a law firm context.
• Strong leadership skills, excellent project management skills, attention to detail, and the ability to meet tight deadlines.
• Well-developed and professional interpersonal skills; ability to interact effectively with people at all organizational levels of the Firm.
• Proficiency in document management search functionality and systems.
• Proficiency in designing and delivering substantive trainings on new legal technology and AI solutions, including the ability to translate complex tool functionality into practical guidance for attorneys.