About The Role

Join Upgrade's growing Legal team as a Product Counsel. In this role, you will provide legal guidance on a variety of financial products, work cross-functionally to develop new products, and advise on legal risks and regulatory compliance. You will review new products and features, draft consumer-facing agreements, and research consumer protection laws and regulations. The ideal candidate will have 5+ years of experience advising financial institutions or fintech companies, a J.D. and Bar membership in good standing, and a strong ability to build relationships and work in a fast-paced environment.

Provide legal guidance on a variety of financial products offered through Upgrade and related initiatives.
Work cross-functionally to help develop new products and advise on legal risks and regulatory compliance.
Draft consumer-facing agreements and review marketing collateral, ensuring compliance with legal and regulatory requirements.
The successful candidate will be skilled at building strong relationships, working in the unknown while balancing legal risks, and comfortable working in a fast-paced and dynamic environment
Preference will be given to candidates who can work in a hybrid capacity from our San Francisco office. Upgrade also encourages applications from those who live near our other offices in Tustin, CA, Atlanta, GA, and Phoenix, AZ. We will also consider remote candidates
A team player with a sense of humor and self awareness
Quick adopter of new and evolving technology
Innate curiosity, desire and ability to learn rapidly
Experience advising on financial products, in particular consumer loans, deposit accounts and payments
Resiliency and comfort serving as a trusted business partner
Knowledge of and experience with mortgage and HELOC products, including RESPA compliance, is a plus
J.D. and Bar membership in good standing
5+ years advising financial institutions/fintech companies as a lawyer at a leading law firm or in-house legal department
Big Law and fintech startup experience

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