Walton Enterprises is seeking a skilled, highly motivated, and experienced individual to join the team as Associate General Counsel for Walton Enterprises (WEI).
Our Commitment to Diversity, Equity, Inclusion and Belonging
We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong. We do this by creating:
a culture committed to continuous learning that recognizes and values differences
an environment of respect and connection to learn from the richness of identities, experiences, and perspectives
fair access for all to opportunities for growth and advancement
About the Position:
In this role, the individual will work directly and closely with WEIs General Counsel to provide legal advice and counsel to family members, their affiliated entities, and WEI across a broad range of matters impacting ultra-high net worth individuals. The ideal candidate will serve as a trusted advisor, establishing positive working relationships with family members, the WEI leadership team, and the broader WEI legal team.
Additionally, this role will lead an existing team of internal and external lawyers providing traditional family office advice on investments (direct & fund), asset purchases, routine commercial matters, compliance, wealth planning, and general legal matters.
The ideal candidate will work collaboratively with family office staff, affiliated entities staffs, and outside counsel to deliver timely and accurate legal advice. Through this collaboration, the Associate General Counsel will ensure that the familys goals, values, and interests are advanced and protected at all times.
The Associate General Counsel will work with WEIs General Counsel in developing a vision for the legal services offered within the family office for future generations, with specific focus on protecting the family, its wealth and its enterprise and promoting cohesiveness.
Responsibilities
The incoming Associate General Counsel will serve as a trusted advisor to family members, affiliated entity staffs, and WEI providing general legal services in a family office context.
General responsibilities will include:
Advising on investments, compliance, asset purchases and management, other commercial transactions, and general legal matters
Leading a team of existing in-house lawyers in delivering efficient, timely, and accurate legal advice on similar topics
Coordinating the delivery of timely and accurate legal advice through the use of external counsel
Developing and maintaining a roster of external counsel to support the family and its activities
Applying judgment, knowledge and expertise to evaluate advice developed by external advisors and sharing recommendations with family members, their staff, or WEI leadership
Ensuring proper execution of legal decisions through internal collaboration with WEI associates
Ensuring all legal and other activities are conducted in compliance with applicable laws
Assisting the WEI General Counsel in development and evaluation of the long-term vision for the WEI legal team, in the leadership of the WEI legal team, and in handling confidential general legal matters on behalf of family members
The Associate General Counsel will directly support the Walton family by:
Effectively anticipating and responding to the needs and requests of the family; overseeing and ensuring high quality service delivery
Proactively identifying emerging issues and opportunities and providing information, advice, and counsel to help the family determine the best path forward
Identifying and engaging leading subject matter experts to ensure options and considerations are offered to the family to inform their decision making
Effectively implementing decisions made by the family
PROFESSIONAL EXPERIENCE
A successful Associate General Counsel will have the depth and breadth of professional and legal experience, strategic business acumen and advisory skills to lead a team in a demanding and fluid family office environment.
The following qualifications are required:
JD from a top-tier law school
At least 15+ years of in-house experience with a family office or experience representing or working with ultra-high net worth individuals or families
Outstanding written and verbal communication skills
Exceptional interpersonal skills
Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
Lifelong learner who enjoys new challenges and solving problems with bold thinking and innovation
Ability to foster strong relationships with family members and key executives and act as counsel in legal matters
Good judgment and calm composure particularly in high pressure times
Trustworthy and able to keep highly sensitive information confidential
Able to independently structure and manage workflow and priorities
Familiarity with the structures, techniques, and other items used by high net worth individuals to manage wealth, including an understanding of trusts, estates, tax, and philanthropy
Additional characteristics and attributes
Experience as a real estate, transactional, or corporate lawyer
Strategic leadership, management, and mentoring skills
An ability to develop, motivate and effectively lead a culture of quality and excellence
An accessible, approachable, and inclusive team player who builds rapport with all family members and family office associates
A proactive, flexible, and adaptive leader with a roll up your sleeves approach and mentality
A results-oriented individual with a healthy balance of confidence, conviction, and humility
An organized and efficient worker with the ability to effectively prioritize and delegate
Personal attributes that support your success
Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
You are helpful, a team player, and show respect while collaborating with others
You are results oriented and exercise sound judgment in your work
A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
A visionary who plans for the future with imagination and wisdom
You are dedicated to achieving excellence and work with others to tackle the tasks at hand
About Walton Enterprises
Walton Enterprises supports the personal, philanthropic and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Waltons family.
Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.
Basic Qualifications
JD from a top-tier law school
At least 15+ years of in-house experience with a family office or experience representing or working with ultra-high net worth individuals or families
Experience as a real estate, transactional, or corporate lawyer
Familiarity with the structures, techniques, and other items used by high net worth individuals to manage wealth, including an understanding of trusts, estates, tax, and philanthropy
Additional characteristics and attributes
