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Paralegal Principal | Hybrid

Allianz

Education
Responsibilities
Qualifications
Benefits
Special Commitments

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

This candidate will work closely with attorney(s) supporting registered variable and index-linked annuity products. This will include drafting, reviewing, and revising registration statements under the Investment Company Act of 1940 and the Securities Act of 1933. This candidate will assist in reviewing legal issues relating to the development and marketing of registered variable and index-linked annuity products, including review of advertising materials and contract forms. This candidate will also aid in the implementation of new SEC rules applicable to variable and index-linked annuities. This role will act as a critical liaison with external business partners and outside counsel to facilitate the completion of tasks related to the development and maintenance of registered variable and index-linked annuity products. Lastly, this role will be expected to complete advanced and complex legal tasks proficiently and independently, using highly developed subject matter expertise relating to the Investment Company Act of 1940 and Securities Act of 1933. This role will assist other areas of Legal as needed.

What you do:

  • Provide paralegal support to attorney(s) and internal business partners on complex business matters (50% of time spent)
  • Anticipate and execute on needed tasks, exercising exceptional judgment and decision-making skills.
  • Independently and proactively identify appropriate action on legal issues
  • Independently produce high quality, accurate work product.
  • Independently draft original legal documents, review and revise for style, accuracy and substance. Effectively utilize exceptional communication skills in working with business partners to understand and identify business needs.
  • Communicate ideas or positions in a persuasive manner that builds support, agreement and/or commitments.
  • Proactively identify areas for process improvement, identify best practices, and drive and lead implementation for process improvement.
  • Demonstrate proficiency and skillful execution of responsibilities relating to the maintenance of variable annuity and registered index-linked annuity registration statements.
  • Perform complex legal research and analysis of statutory, regulatory, and case law in federal and all state jurisdictions. Proficiently research and analyze complex assignments involving multiple legal issues. (30% of time spent)
  • Effectively manage established working relationships, and pursue new working relationships at all levels of the organization (20% of time spent)
  • Act as a liaison with business partners and outside counsel
  • Effectively lead projects involving cross-disciplinary teams

What you bring:

  • 10+ years’ experience required as a paralegal in a paralegal position
  • Four-year degree required or equivalent work experience
  • Licensing/Certification/Other: ABA approved paralegal certificate or ABA approved paralegal AAS degree
  • Direct experience with securities registration statements under the Investment Compact Act of 1940 or the Securities Act of 1933

Preferred Qualifications

  • 10+ years’ experience preferred, with at least 5 years’ experience in the insurance or financial services industry, or law firm or corporate legal department experience
  • Four-year degree preferred
  • Direct experience with registered variable and index-linked annuity products
  • Demonstrated knowledge with ArcPro software

Sit for extended periods of time. Use of mouse and keyboard for extended periods.

#LI-BLS

43675 | Legal & Compliance | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, health savings account, tuition reimbursement, student loan retirement plan, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.

Join us. We care for tomorrow.

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Confirmed 11 hours ago. Posted 7 days ago.

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