This position is onsite at our Santa Monica location. Relocation expenses are not provided. Please complete the job application found here: APPLY NOW!
Who We Are:
We are a highly dynamic and purpose-driven Single Family Office supporting a broad range of financial, investment, and philanthropic activities across multiple entities, structures, and asset classes.
Our work is complex but our approach is simple: be precise, act with discretion, and hold ourselves to a high standard of stewardship and accountability.
At our core, we believe success should mean more than strong financial performance; it should create meaningful, lasting impact. That kind of impact doesn’t happen alone; it’s built through disciplined execution, thoughtful decision-making, intentional collaboration, and operational excellence.
About the Project:
The Legal Agreement & Policy Optimization Project is a strategic cross-functional initiative designed to create a centralized, legally governed framework for all agreements, policies, acknowledgements, disclosures, and related documentation used throughout the family office ecosystem.
The project will establish consistency, governance, accountability, and compliance across employment, vendor, applicant, contractor, investment, event, and operational documentation while reducing legal, operational, reputational, and compliance risk.
Working closely with internal stakeholders and outside counsel, this role will oversee the review, revision, creation, organization, approval, implementation, training strategy and long-term maintenance associated with these documents.
This engagement is anticipated to last approximately 2–3 months, with the possibility of extension or assignment to future projects.
Who You Are:
You are an experienced project leader with a strong background managing complex, cross-functional initiatives involving legal, compliance, risk management, HR, operations, and business process improvement.
You excel at bringing structure to ambiguity, coordinating diverse stakeholders, driving accountability, and ensuring projects move forward efficiently.
You understand how to balance legal requirements with practical business operations and can effectively facilitate conversations between attorneys, executives, department leaders, HR, operations, and administrative teams.
You are highly organized, detail-oriented, and comfortable handling sensitive and confidential information.
Experience supporting UHNW individuals, family offices, legal departments, professional services firms, or highly regulated organizations is strongly preferred.
What You’ll Do:Project Leadership & Governance
- Lead the Legal Agreement & Policy Optimization Project from initiation through implementation.
- Develop and manage project plans, timelines, milestones, dependencies, and deliverables.
- Establish project governance, decision-making frameworks, and accountability structures.
- Facilitate cross-functional collaboration between Legal, Human Resources, Operations, Business Processes, Finance, Household Operations, and executive stakeholders.
- Ensure project objectives remain aligned with organizational priorities and risk management goals.
- Identify and proactively mitigate project risks and roadblocks.
Legal Documentation Optimization
- Coordinate with outside counsel throughout the review, revision, and creation of agreements and policies.
- Ensure documentation reflects:
- Single Family Office operational realities
- UHNW principal considerations
- Domestic and office staff environments
- California employment laws and applicable federal regulations
- Multi-entity organizational structures
- Oversee document inventory, gap analysis, version control, and prioritization efforts.
- Ensure consistency across agreements, acknowledgements, policies, and procedures.
- Support alignment of all employment-related documentation with the Employee Handbook as the organization's primary source of truth.
Process Design & Implementation
- Design standardized review, approval, and maintenance workflows.
- Establish document ownership, governance responsibilities, and escalation pathways.
- Recommend sustainable processes for future legal and policy updates.
- Partner with Business Process and Knowledge Management teams to ensure proper document organization and accessibility.
Training & Change Management
- Coordinate rollout and communication strategies for finalized documents.
- Develop implementation plans and accountability mechanisms.
- Ensure employees receive training and acknowledgements for applicable agreements and policies.
- Support adoption through communication, documentation, and stakeholder engagement.
What You'll Bring:
- 5+ years of project management experience leading complex cross-functional initiatives.
- Experience working with legal, compliance, HR, operations, or risk management projects.
- Proven ability to manage multiple stakeholders and competing priorities.
- Strong facilitation, communication, and executive presentation skills.
- Experience creating project plans, governance frameworks, and implementation strategies.
- Exceptional organizational and follow-through skills.
- Strong writing, documentation, and analytical capabilities.
- Experience with project management platforms and collaboration tools.
- Ability to handle highly sensitive and confidential information.
- Experience supporting UHNW family offices, private offices, legal firms, or professional services environments strongly preferred.
- PMP, CAPM, Agile, Lean, or related certifications are a plus.
Success Metrics:
- Complete inventory and assessment of all in-scope agreements and policies.
- Successful legal review and standardization of documentation.
- Establishment of approved governance and review workflows.
- Reduction of documentation inconsistencies and compliance gaps.
- Successful implementation and stakeholder adoption.
- Completion of employee training and acknowledgement requirements.
Physical Requirements/Work Environment:
- Prolonged periods of sitting or standing and working on a computer for 8+ hours/day
Engagement Details:
- Contract/Freelance Position
- Approximately 20–40 hours per week
- Anticipated duration: 2–3 months
- Hybrid preferred; occasional meetings will be required during Pacific Time business hours
- Opportunity for future project engagements upon successful completion
EEO Statement:
We are an Equal Opportunity Employer committed to a work environment that supports and respects all individuals. We do not discriminate on any basis protected by applicable federal, state, or local law.The expected salary range for this position is $50.00 - $55.00 per hour. Actual compensation will be determined based on experience, skills, location, and other job-related factors.
We are committed to providing reasonable accommodations for qualified individuals with disabilities and for religious beliefs and practices, in accordance with applicable law.
IMPORTANT NOTICES
- Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice.
- For the health and safety of our employees and the workplace, all employees are expected to be up to date on required vaccinations (_Influenza [Flu], COVID-19, and Tdap [received within the last 10 years]_) and to receive annual influenza and COVID-19 vaccines (as recommended by the CDC), unless a reasonable accommodation is approved based on a medical condition or sincerely held religious belief.
- Availability outside standard business hours may be requested.
Pay: $50.00 - $55.00 per hour
Application Question(s):
- How many years of project management experience leading complex cross-functional initiatives and working with legal, compliance, HR, operations, or risk management projects do you have? Please provide a brief overview.
- Do you have any experience supporting UHNW family offices, private offices, legal firms, or professional services environments? If so, please share where on your resume these details can be seen.
- Please describe your experience creating project plans, specifically governance frameworks, and implementation strategies. Where can this information be seen on your resume?
- Do you understand this is a contract/freelance position?
- What are your pay expectations (hourly)?
- How many hours per week are you able to commit to this project?
License/Certification:
- PMP, CAPM, Agile, Lean, or related certifications (Preferred)
Work Location: In person
