Provides legal leadership for M&A, strategic transactions, venture investments, and financial partnerships with banks and financial institutions. Independently manages deals from structuring and diligence through negotiation, signing, closing, and integration. Drafts and negotiates transaction and financial services agreements, coordinates cross-functional stakeholders, develops legal playbooks, and leads AI-enabled workflow improvements while protecting confidentiality, privilege, and legal judgment.

Qualify inbound partner and prospect leads, conduct discovery conversations, assess business fit, route opportunities to appropriate business development or sales teams, and manage handoffs. Maintain CRM data hygiene, prioritize follow-up, resolve cases promptly, and use workflow tools to improve response times and prospect engagement. The role requires learning and communicating fintech, payments, blockchain, and digital asset concepts while collaborating with cross-functional teams.

Manages inbound partner and customer leads, responds within service-level agreements, conducts initial outreach, gathers qualification information, maintains accurate CRM records, routes leads to business development or sales teammates, and supports pipeline data hygiene. The role also uses CRM and AI-enabled tools for follow-up and prioritization and assists with qualified partner onboarding and activation.