UB Greensfelder
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Director of Risk Management
role at
UB Greensfelder UB Greensfelder currently has an opening for a
Director of Risk Management
in our Cleveland office. The position has primary responsibility for the firm’s risk management areas including client intake, conflicts, and records management. The Director of Risk Management ensures compliance with internal policies regarding conflicts of interest and is responsible for capturing and disseminating new client/matter information within the firm as appropriate. The role also develops and executes processes to support compliance with matter maintenance and closure and secure records maintenance.
Overview UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm advises regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 practice and industry groups. UB Greensfelder has been recognized for client service and litigation excellence and was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation. It was established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C. Our business begins with you.
Responsibilities
Oversee and establish best practices in conflicts, intake, and records management functions of the firm
Assist with and maintain records related to engagement agreements and other standard forms of correspondence
Coordinate and respond to client letters, including evidence of professional liability/ E&O insurance, pending lawsuits, third party vendor management policies, and engagement letters
Monitor and analyze the business intake and conflicts workflow and new business approval workflow to identify opportunities for improved efficiency and training needs, and address backlogs or processing delays
Partner with firm staff and accounting to manage the Firm’s business intake and conflicts systems, provide input on troubleshooting, system configuration, implementation of changes, and develop training documentation for staff
Maintain paper and electronic storage of records, control the number of records created and stored, and identify records to preserve or destroy
Ensure the firm is prepared for internal and external audits by keeping records in order to support an audit
Continuously assess and update the records management strategy
Protect and audit information related to records to prevent data corruption
Ensure compliance with state and federal regulations to protect client privacy and records
Establish and oversee processes to capture updated information on firm engagements, support leadership in managing matter transfers/reassignments, identify matters targeted for closure, and effect matter closures in compliance with firm policy
Work with the General Counsel to train lawyers and staff on firm policy, processes, and procedures related to risk management
Manage and develop direct reports; assess staff needs, provide feedback, conduct performance evaluations, and offer coaching when needed
Qualifications
A Juris Doctorate from an ABA-accredited law school
A minimum of 6+ years’ experience in conflicts within a law firm or professional services environment
Bar association certification is preferred
Ability to research, analyze, and synthesize information with minimal direction
Excellent organizational skills including record keeping, data collection, and system information
Commitment to providing superior service while maintaining teamwork and continuous improvement
Ability to multi-task with strong communication skills to maintain effective relationships both verbally and in writing
Experience with Aderant, Elite, ProLaw or equivalent, and Dunn & Bradstreet
Advanced proficiency in Microsoft Excel
Strong initiative to proactively increase value and willingness to take on new tasks
UB Greensfelder recognizes the importance of inclusive teams and invites candidates from a variety of backgrounds to apply.
#J-18808-Ljbffr
Director of Risk Management
role at
UB Greensfelder UB Greensfelder currently has an opening for a
Director of Risk Management
in our Cleveland office. The position has primary responsibility for the firm’s risk management areas including client intake, conflicts, and records management. The Director of Risk Management ensures compliance with internal policies regarding conflicts of interest and is responsible for capturing and disseminating new client/matter information within the firm as appropriate. The role also develops and executes processes to support compliance with matter maintenance and closure and secure records maintenance.
Overview UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm advises regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 practice and industry groups. UB Greensfelder has been recognized for client service and litigation excellence and was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation. It was established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C. Our business begins with you.
Responsibilities
Oversee and establish best practices in conflicts, intake, and records management functions of the firm
Assist with and maintain records related to engagement agreements and other standard forms of correspondence
Coordinate and respond to client letters, including evidence of professional liability/ E&O insurance, pending lawsuits, third party vendor management policies, and engagement letters
Monitor and analyze the business intake and conflicts workflow and new business approval workflow to identify opportunities for improved efficiency and training needs, and address backlogs or processing delays
Partner with firm staff and accounting to manage the Firm’s business intake and conflicts systems, provide input on troubleshooting, system configuration, implementation of changes, and develop training documentation for staff
Maintain paper and electronic storage of records, control the number of records created and stored, and identify records to preserve or destroy
Ensure the firm is prepared for internal and external audits by keeping records in order to support an audit
Continuously assess and update the records management strategy
Protect and audit information related to records to prevent data corruption
Ensure compliance with state and federal regulations to protect client privacy and records
Establish and oversee processes to capture updated information on firm engagements, support leadership in managing matter transfers/reassignments, identify matters targeted for closure, and effect matter closures in compliance with firm policy
Work with the General Counsel to train lawyers and staff on firm policy, processes, and procedures related to risk management
Manage and develop direct reports; assess staff needs, provide feedback, conduct performance evaluations, and offer coaching when needed
Qualifications
A Juris Doctorate from an ABA-accredited law school
A minimum of 6+ years’ experience in conflicts within a law firm or professional services environment
Bar association certification is preferred
Ability to research, analyze, and synthesize information with minimal direction
Excellent organizational skills including record keeping, data collection, and system information
Commitment to providing superior service while maintaining teamwork and continuous improvement
Ability to multi-task with strong communication skills to maintain effective relationships both verbally and in writing
Experience with Aderant, Elite, ProLaw or equivalent, and Dunn & Bradstreet
Advanced proficiency in Microsoft Excel
Strong initiative to proactively increase value and willingness to take on new tasks
UB Greensfelder recognizes the importance of inclusive teams and invites candidates from a variety of backgrounds to apply.
#J-18808-Ljbffr