Director of Risk Management

Why is This a Great Opportunity?

This role is an exceptional opportunity for a seasoned legal professional to take the lead in shaping and strengthening a firm’s risk infrastructure across conflicts, client intake, and records management. You will have significant influence in developing best practices, improving workflows, ensuring regulatory and policy compliance, and guiding firmwide training and process adoption. With visibility across all departments and direct partnership with leadership, this role offers the chance to modernize systems, enhance operational efficiency, protect the firm from risk exposure, and lead a dedicated team toward continuous improvement. It is an ideal position for someone who wants to make a firmwide impact, elevate its risk posture, and contribute meaningfully to its long-term success.

Job Description:

• Lead and implement best practices across the firm’s conflicts, client intake, and records management functions

• Maintain accurate records related to engagement agreements and other standard correspondence

• Coordinate, prepare, and respond to client counsel certification letters, including requests for insurance documentation, litigation summaries, vendor management policies, executed engagement letters, and similar materials

• Monitor and analyze business intake, conflicts, and new matter approval workflows to identify efficiencies, address bottlenecks, and determine training needs

• Collaborate with internal teams and accounting to manage business intake and conflicts systems, support troubleshooting, guide system configuration, implement new features, and create training materials for attorneys and staff

• Oversee proper management of physical and electronic records, including controlling record creation, organizing storage, and determining retention or destruction in accordance with policy

• Ensure readiness for internal and external audits by maintaining organized and compliant records

• Regularly evaluate the firm’s records management strategy and recommend updates or improvements

• Safeguard information integrity through ongoing records audits and monitoring for data inconsistencies or corruption

• Ensure compliance with all applicable state and federal regulations governing client confidentiality and records protection

• Develop and manage processes for updating engagement information, supporting leadership in matter reassignment during attorney transitions, identifying matters for closure, and completing closures in line with firm policy

• Partner with the General Counsel to design and deliver training on firm policies, procedures, and risk management practices

• Manage and develop direct reports, including providing regular performance feedback, conducting evaluations, and offering coaching or corrective guidance when necessary

Qualifications:

Juris Doctor degree from an ABA-accredited law school

At least six years of experience handling conflicts in a law firm or professional services setting

Bar association certification is preferred

Strong ability to research, analyze, and interpret information independently

Excellent organizational skills, including record management, data tracking, and information system usage

Demonstrated commitment to delivering high-quality support to attorneys, advisors, and staff while fostering teamwork and continuous improvement

Proven ability to manage multiple priorities with strong verbal and written communication skills

Experience using Aderant, Elite, ProLaw, or comparable systems, as well as Dunn & Bradstreet

Advanced proficiency in Microsoft Excel with extensive hands-on experience

A proactive mindset with the initiative to add value, take on new responsibilities, and continually broaden skills

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