Legal Counsel

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research proposal generation and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade YCharts has been recognized on the Inc. 5000 Fastest Growing Companies lista testament to our sustained growth strong culture and industry-wide impact. Thousands of leading RIAs asset managers and broker-dealers use YCharts to turn data into decisions insights into action and client conversations into growth.

The Position

Were seeking an experienced business-minded Legal Counsel to establish and lead YCharts legal function out of our Chicago office. This is a foundational hireour first in-house legal expertwho will build the legal framework that supports a fast-growing SaaS business.

Reporting directly to the COO/CFO youll serve as both advisor and hands-on counsel guiding leadership through complex commercial employment regulatory and corporate matters. Youll handle everything from negotiating enterprise contracts to designing scalable legal processes that position YCharts for long-term success.

The ideal candidate is comfortable rolling up their sleeves as an individual contributor and has the vision judgment and experience to utilize AI tools to accelerate and scale the function.

Key Responsibilities

• Establish YCharts in-house legal function from the ground up creating the foundation for scalable efficient and business-enabling legal operations.
• Serve as principal legal advisor to the CEO COO/CFO and leadership team on all corporate commercial regulatory and employment matters.
• Draft review and negotiate a wide variety of contractsincluding customer MSAs data processing addenda NDAs vendor and licensing agreements privacy and information security requirements and employment documentation.
• Partner with HR on employment law equity documentation and multi-state compliance issues ensuring policies remain up to date and compliant.
• Design and implement standardized playbooks templates and approval workflows to streamline deal velocity while managing risk.
• Collaborate with Information Security Operations and Product teams to align regulatory and data privacy programs (SOC 2 CCPA DORA etc.) with business strategy.
• Advise on corporate governance and Board matters including consents minutes and entity management.
• Manage and strategically deploy outside counsel as needed; serve as the primary point of contact for all external legal partners.
• Support strategic transactions such as M&A partnerships and capital events.
• Stay ahead of emerging legal and regulatory trends affecting SaaS data and fintech businesses; proactively recommend changes that balance innovation and compliance.
• Heavily utilize AI to streamline and scale the function for the long term.
  

Qualifications

• J.D. from an accredited law school; active bar membership in good standing (Illinois preferred).
• 6 years of legal experience including in-house counsel experience within SaaS technology or fintech businesses.
• Proven success operating as both strategic advisor and hands-on legal practitioner.
• Deep expertise in commercial contracting employment law and data/privacy compliance for software or data businesses.
• Demonstrated ability to design scalable legal frameworks and build organizational process maturity.
• Strong cross-functional collaboration skills with an ability to translate complex legal concepts into practical business-oriented guidance.
• Exceptional written and verbal communication negotiation and executive presence.
• Entrepreneurial mindsetcomfortable operating autonomously in a fast-paced high-growth environment.
  

Benefits & Perks

• 100% employer-paid health dental and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off vacation days sick days and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern centrally located offices stocked with premium snacks coffee beverages and weekly lunch credits to fuel your day.
• Regular team events celebrations and company-wide gatherings that keep our culture connected and collaborative.
  

Compensation

At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements. The total Cash Compensation ranging from $130000 - $185000 inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech companywere a team driven by curiosity collaboration and people-first leadership. We believe innovation thrives in an environment where ideas are heard growth is supported and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crains Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts youll do meaningful work grow alongside a talented team and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.