Ycharts Jobs in Usa

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 list—a 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

We're seeking an experienced, business-minded Legal Counsel to establish and lead YCharts' legal function out of our Chicago office. This is a foundational hire—our first in-house legal expert—who will build the legal framework that supports a fast-growing SaaS business.

Reporting directly to the COO/CFO, you'll serve as both advisor and hands-on counsel, guiding leadership through complex commercial, employment, regulatory, and corporate matters. You'll 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 contracts—including 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 mindset—comfortable 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 $130,000 - $185,000 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 company—we're 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)
• Crain's 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, you'll 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.

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.