Palo Alto CA
Legal

Regional Senior Conflicts Manager

CM Legal

Regional Senior Conflicts Manager (New Business)
Position summary: The Business Intake and Conflicts function (“BIC”) is essential to the firm’s (1) compliance with (a) ethical obligations prevailing in jurisdictions in which the firm maintains offices and in which it practices and (b) the firm’s Risk Management policies and procedures, (2) avoidance of malpractice claims and ethical violations, and (3) ability to onboard new business, in the form of new clients and new matters for existing clients, new timekeepers and new employees in a timely fashion.
Working closely with the Director of Conflicts (New Business), the Regional Senior Conflicts Manager (New Business) is responsible for managing the new business BIC team members for their assigned region.  The Regional Senior Conflicts Manager (New Business) will also help execute strategies, so the team is clearing new business promptly, attorneys are receiving an ethical yes and the team advisors and analysts are providing sophisticated, high caliber conflicts results.  Specific duties and responsibilities include, but are not limited to, the following:

Position responsibilities:

  • Manage, oversee and support the new business BIC team members for assigned region
  • Collaborate with the Director of Conflicts (New Business) to ensure the team is consistently supporting the Director of Business Intake & Conflicts directives so BIC department is operating with a standard of excellence
  • Consistently work with the Director of Conflicts (New Business) to make sure BIC senior analyst and analyst teams are clearing conflicts promptly and accurately
  • Serve as primary conflicts clearance contact for assigned region business hours and help prioritize incoming new business forms
  • Work with the Director of Conflicts (New Business) and BIC senior analyst and analyst teams to identify and escalate business trends and strategic conflicts appropriately
  • Assist BIC senior analyst and analysts to resolve complex, high-level conflict issues
  • Routinely quality check work so the department is returning high caliber results to attorneys
  • Support Director of Conflicts (New Business) with hiring and creating a strategic staffing plan consistent with the firm’s business needs
  • Support Director of Conflicts (New Business) in providing regular training to the senior analyst and analyst teams
  • Help monitor daily and monthly business metrics to maximize the team’s productivity and efficiency
  • Coordinate with other team leaders to monitor the workflow and confirm that daily tasks are completed timely and consistent with departmental standards
  • Regularly support the other members of BIC’s leadership team and assist on projects and issues, as needed
  • Participate in and contribute to department software enhancements so the platforms are supporting users and supporting of the risk management policies
  • Work with and respond to requests from the General Counsel
  • Actively provide suggestions and regularly support efforts to make sure the team is bonding with one another and participating in the culture
  • Maintain knowledge of current trends
  • Serve as direct supervisor and mentor to direct reports
  • Provide day-to-day supervision of direct reports, ensure compliance with assigned work hours and monitor for compliance with all firm and department policies. Manage staffing coverage, review and process time logs/time off requests
  • Support business professional development and continued educational opportunities
  • In collaboration with immediate supervisor and CN HR, participate in hiring, performance appraisals, counseling, termination and other employee lifecycle events
  • All other duties as assigned or required

Skills and experience:
Required:

  • Ability to work extended and/or weekend hours, as required
  • Ability to travel, as required
  • 7+ years’ experience of large law firm conflicts resolution and intake experience with 3+ years as a supervisory manager. 
  • Proven ability to operate at a more senior level in terms of scope of responsibility, judgement, independent nature
  • Proficient in drafting conflict waivers
  • Experience developing policies and procedures for conflicts clearance, analysis and other business intake issues
  • Ability to effectively work with attorneys, business professionals in other departments and outside contacts
  • Extensive and thorough knowledge of rules governing conflicts of interest

Preferred:

  • Bachelor’s, Masters or JD
  • Prior experience with Intapp Open and Intapp Walls

Competencies:

  • Excellent written and oral communication skills
  • Proven ability to interact with attorneys, all levels of management, staff and outside third parties in highly effective and professional manner
  • Ability to handle multiple projects at one time
  • Strong project management skills
  • Ability to work well in a team environment and with diverse groups across all of the firm’s offices
  • Well organized and efficient
  • Commitment to consistently high-quality work product
  • Exercise independent judgment and discretion when making decisions

The expected annual pay range for this position is $140,000- $190,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

 

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