Legal and Compliance Operations Manager

Legal And Compliance Operations Manager

Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we're the category leader with the market's most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans.

We're already achieving incredible results to date, we've helped our users get on track to eliminate more than $1.8 billion in student debt and pay off their loans 175,000 years quicker and we're seeking movers, shakers, innovators, and problem solvers to help take our mission even further.

Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more.

Job Summary

We're looking for an experienced Legal and Compliance Operations Manager to strengthen our legal and regulatory compliance framework while supporting our rapid growth in the financial services sector. In this critical role, you will serve as the operational backbone of our compliance program, ensuring adherence to financial regulations, managing vendor risk assessments, and executing comprehensive contract review processes.

You'll own the complete lifecycle of compliance operations, from contract analysis and vendor due diligence through regulatory reporting and policy implementation. Working closely with our legal, business, and product teams, you'll establish scalable compliance procedures, manage regulatory examinations, and proactively identify and mitigate compliance risks across our fintech operations, leveraging technology and AI-driven tools to enhance efficiency, accuracy, and scalability. Your focus will be on executing BSA / AML procedures, conducting thorough contract reviews, managing vendor risk assessments, and maintaining robust compliance documentation. This role uniquely blends legal expertise with operational compliance management, making it essential to protecting the company while enabling continued growth in the regulated financial services space.

Key Responsibilities

Contract Review & Legal Operations

• Conduct comprehensive contract review and analysis for vendor agreements, partnership contracts, and customer terms
• Draft, review, and negotiate standard commercial agreements including NDAs, service agreements, and vendor contracts
• Maintain contract management systems and ensure compliance with contractual obligations and renewal timelines
• Support legal counsel with document preparation, research, and case management activities
• Coordinate with external counsel and manage outside legal spend and vendor relationships
• Create and maintain legal document templates and approval workflows
• Track and report on contract metrics, key terms, and compliance status
• Assist in managing corporate and board documents, including meeting minutes, resolutions, and corporate filings
• Leverage AI-driven tools and analytics to enhance contract review, compliance monitoring, and risk assessment processes, ensuring efficiency and accuracy in legal and regulatory operations

Compliance Program Execution

Customer and Stakeholder Support

Vendor Risk Management

Requirements

Preferred Qualifications

Background and EEOC

Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and / or credit check & fingerprints).

Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.