General Counsel and Corporate Secretary

Job Description

Job Description

Boston Trust Walden Company Overview

Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16.3 billion in client assets.

Boston Trust Walden distinguishes itself in several key ways, including:

• stable, diversified business model serving a variety of client types.

• compelling investment philosophy and excellent track record.

• longstanding leadership in ESG impact investing; and

• corporate culture grounded in shared values, as signified by the company’s tagline, Principled Investing.

Located in the heart of Boston at One Beacon Street, Boston Trust Walden employs fewer than 100 individuals. Boston Trust Walden’s structure as an independent, employee-owned firm enables the firm to make business decisions that align with clients and employees for long-term success. The firm’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden’s strategic priorities is to foster a positive workplace; this includes a commitment to diversity, equity, and inclusion. The firm believes this commitment is not only the right thing to do, but also a matter of good governance and a critical component of long-term business success. When these values are infused into the workplace environment, the company and its employees benefit. The firm is committed to taking meaningful steps to advance racial, ethnic, and gender equity in its workplace through retention, education, and recruitment initiatives.

Boston Trust Walden Company is an Equal Opportunity Employer. Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The firm will make reasonable accommodations in the application process if requested by new job applicants.

Position: General Counsel and Corporate Secretary

Job Summary

The General Counsel and Corporate Secretary will serve as the chief legal officer of both Boston Trust Walden Company and its parent holding company. This executive-level role provides strategic leadership and enterprise oversight of the legal, compliance, and risk management functions.

The General Counsel will ensure that the organization’s legal affairs are managed effectively, risks are identified and mitigated, and internal teams are well supported in their compliance and fiduciary responsibilities.

This position is critical to ensuring that Boston Trust Walden operates in accordance with applicable laws, maintains its fiduciary and regulatory obligations, and sustains strong corporate governance.

The position also supports the governance of both entities by serving as Secretary to the Boards of Directors, responsible for maintaining corporate records, ensuring regulatory compliance, and advising on fiduciary obligations and board processes.

The role sits on the Senior Management Committee and contributes directly to the firm’s strategic direction, enterprise risk posture, and operational decision-making. The General Counsel plays a key role in leadership decisions, safeguarding the firm’s reputation, and supporting enterprise-wide risk management.

Key Responsibilities

• Serve as senior legal advisor to executive leadership and the Boards of Directors

• Oversee the Legal, Risk Management, and Compliance departments

• Provide legal and strategic input on enterprise risk and regulatory issues

• Manage outside counsel, complex legal matters, including contracts, fiduciary documents, and regulatory interpretation and implementation

• Act as Secretary to the Boards, maintaining corporate records and governance processes

• Promote a culture of integrity, accountability, and proactive compliance

Qualifications:

• JD from an accredited law school; and a member in good standing of the Massachusetts bar

• 10+ years of relevant experience in financial services, preferably with trust, banking, or investment advisory expertise

• Deep knowledge of legal, fiduciary, and regulatory frameworks governing financial institutions

• Experience managing legal and compliance professionals

• Skilled communicator and advisor to senior leadership and Boards

• Strong judgment, high integrity, and a collaborative leadership style

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner, with a mix of in-office and remote work. Specifics depend upon the team and should be discussed with the hiring manager.