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Freelance Project Manager - Legal Agreement & Policy Optimization (Contract)
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Philanthropic Investment Company
Santa Monica, CA (In Person)
$109,200 Salary, Part-Time
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Job Description
Freelance Project Manager - Legal Agreement & Policy Optimization (Contract) Philanthropic Investment Company Santa Monica, CA Job Details Contract $50 - $55 an hour 1 day ago Qualifications Teamwork Writing skills Process improvement Attention to detail Organizational skills Stakeholder relationship building Stakeholder management Full Job Description This position is onsite at our Santa Monica location. Relocation expenses are not provided. Please complete the job application found here:
The expected salary range for this position is $50.00 - $55.00 per hour. Actual compensation will be determined based on experience, skills, location, and other job-related factors. We are committed to providing reasonable accommodations for qualified individuals with disabilities and for religious beliefs and practices, in accordance with applicable law.
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Who We Are:
We are a highly dynamic and purpose-driven Single Family Office supporting a broad range of financial, investment, and philanthropic activities across multiple entities, structures, and asset classes. Our work is complex but our approach is simple: be precise, act with discretion, and hold ourselves to a high standard of stewardship and accountability. At our core, we believe success should mean more than strong financial performance; it should create meaningful, lasting impact. That kind of impact doesn't happen alone; it's built through disciplined execution, thoughtful decision-making, intentional collaboration, and operational excellence. About theProject:
The Legal Agreement & Policy Optimization Project is a strategic cross-functional initiative designed to create a centralized, legally governed framework for all agreements, policies, acknowledgements, disclosures, and related documentation used throughout the family office ecosystem. The project will establish consistency, governance, accountability, and compliance across employment, vendor, applicant, contractor, investment, event, and operational documentation while reducing legal, operational, reputational, and compliance risk. Working closely with internal stakeholders and outside counsel, this role will oversee the review, revision, creation, organization, approval, implementation, training strategy and long-term maintenance associated with these documents. This engagement is anticipated to last approximately 2-3 months, with the possibility of extension or assignment to future projects.Who You Are:
You are an experienced project leader with a strong background managing complex, cross-functional initiatives involving legal, compliance, risk management, HR, operations, and business process improvement. You excel at bringing structure to ambiguity, coordinating diverse stakeholders, driving accountability, and ensuring projects move forward efficiently. You understand how to balance legal requirements with practical business operations and can effectively facilitate conversations between attorneys, executives, department leaders, HR, operations, and administrative teams. You are highly organized, detail-oriented, and comfortable handling sensitive and confidential information. Experience supporting UHNW individuals, family offices, legal departments, professional services firms, or highly regulated organizations is strongly preferred.What You'll Do:
Project Leadership & Governance Lead the Legal Agreement & Policy Optimization Project from initiation through implementation. Develop and manage project plans, timelines, milestones, dependencies, and deliverables. Establish project governance, decision-making frameworks, and accountability structures. Facilitate cross-functional collaboration between Legal, Human Resources, Operations, Business Processes, Finance, Household Operations, and executive stakeholders. Ensure project objectives remain aligned with organizational priorities and risk management goals. Identify and proactively mitigate project risks and roadblocks. Legal Documentation Optimization Coordinate with outside counsel throughout the review, revision, and creation of agreements and policies.Ensure documentation reflects:
Single Family Office operational realities UHNW principal considerations Domestic and office staff environments California employment laws and applicable federal regulations Multi-entity organizational structures Oversee document inventory, gap analysis, version control, and prioritization efforts. Ensure consistency across agreements, acknowledgements, policies, and procedures. Support alignment of all employment-related documentation with the Employee Handbook as the organization's primary source of truth. Process Design & Implementation Design standardized review, approval, and maintenance workflows. Establish document ownership, governance responsibilities, and escalation pathways. Recommend sustainable processes for future legal and policy updates. Partner with Business Process and Knowledge Management teams to ensure proper document organization and accessibility. Training & Change Management Coordinate rollout and communication strategies for finalized documents. Develop implementation plans and accountability mechanisms. Ensure employees receive training and acknowledgements for applicable agreements and policies. Support adoption through communication, documentation, and stakeholder engagement.What You'll Bring:
5+ years of project management experience leading complex cross-functional initiatives. Experience working with legal, compliance, HR, operations, or risk management projects. Proven ability to manage multiple stakeholders and competing priorities. Strong facilitation, communication, and executive presentation skills. Experience creating project plans, governance frameworks, and implementation strategies. Exceptional organizational and follow-through skills. Strong writing, documentation, and analytical capabilities. Experience with project management platforms and collaboration tools. Ability to handle highly sensitive and confidential information. Experience supporting UHNW family offices, private offices, legal firms, or professional services environments strongly preferred. PMP, CAPM, Agile, Lean, or related certifications are a plus.Success Metrics:
Complete inventory and assessment of all in-scope agreements and policies. Successful legal review and standardization of documentation. Establishment of approved governance and review workflows. Reduction of documentation inconsistencies and compliance gaps. Successful implementation and stakeholder adoption. Completion of employee training and acknowledgement requirements.Physical Requirements/Work Environment:
Prolonged periods of sitting or standing and working on a computer for 8+ hours/dayEngagement Details:
Contract/Freelance Position Approximately 20-40 hours per week Anticipated duration: 2-3 months Hybrid preferred; occasional meetings will be required during Pacific Time business hours Opportunity for future project engagements upon successful completionEEO Statement:
We are an Equal Opportunity Employer committed to a work environment that supports and respects all individuals. We do not discriminate on any basis protected by applicable federal, state, or local law.The expected salary range for this position is $50.00 - $55.00 per hour. Actual compensation will be determined based on experience, skills, location, and other job-related factors. We are committed to providing reasonable accommodations for qualified individuals with disabilities and for religious beliefs and practices, in accordance with applicable law.