Associate Director - Business Partner, Legal & Compliance Technology
Vista Equity Partners
3h ago
0$150k - $220kManagementUnited Stateshimalayas
Legal-Technology-Business-PartnerCompliance-TechnologyBusiness-AnalysisIT-Business-PartnerRegulatory-ComplianceDirector
Job Description
Position SummaryVista Equity Partners (Vista) is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled companies across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, portfolio companies, customers, and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Further information is available at vistaequitypartners.com.ResponsibilitiesAs Vista Equity Partners continues to scale, with assets under management exceeding $100 billion, the complexity of the firm’s regulatory, legal, and compliance obligations grows in parallel. The Information Technology team is seeking a Legal & Compliance Technology Business Partner to serve as the dedicated technology liaison for the firm’s Legal, Compliance, and Regulatory teams.This is an individual contributor role sitting within Vista’s Information Technology team, with a primary support remit across Legal &Compliance. The Business Partner will serve as the day-to-day owner and subject-matter expert for the compliance and legal technology stack—including communications surveillance, archival, regulatory reporting, and policy management platforms. This individual will partner closely with business and technology stakeholders to gather requirements, drive system implementations and enhancements, ensure regulatory alignment, and identify opportunities for process improvement and automation.The ideal candidate brings a strong understanding of the regulatory environment that governs private equity firms and registered investment advisers, and can translate those requirements into effective technology solutions. They are hands-on, analytically rigorous, an excellent communicator, and motivated to grow within a high-performing and fast-paced organization.LEGAL & COMPLIANCE TECHNOLOGY OWNERSHIPOwn and administer Vista’s compliance and legal technology platforms, including communications surveillance (Behavox), electronic communications archival (Global Relay), policy management, and regulatory reporting tools.Manage day-to-day platform operations including user provisioning, configuration, data retention policies, lexicon tuning, alert management, and vendor coordination.Serve as the primary point of contact for compliance and legal teams on technology support, training, and platform troubleshooting.Maintain the legal & compliance tool inventory, track contracts, renewals, and licensing, and flag consolidation or modernization opportunities.Coordinate with technology teams on integrations between legal & compliance platforms and core infrastructure (e.g., Salesforce, Snowflake, data lake, identity management systems).Support the Firm’s efforts to explore and implement AI-driven automation solutions that streamline manual processes and reduce costs within Legal & Compliance. Deep hands on experience in AI tools such as Claude, Open AI and MS Co-Pilot, and experience in supporting AI Navive systems such as Norm.ai.REGULATORY AWARENESS AND SYSTEM ALIGNMENTMaintain a working understanding of the regulatory landscape impacting registered investment advisers, private equity firms, and broker-dealers, including SEC, FINRA, and applicable state and international requirements.Translate evolving regulatory requirements into system configuration changes, new platform capabilities, and data retention or reporting enhancements.Ensure that technology implementations and system changes meet compliance, audit, and recordkeeping obligations before deployment.Support regulatory examinations and audits by producing technology-related documentation, data extracts, and system narratives as needed.Monitor vendor regulatory posture and certifications, ensuring third-party platforms remain aligned with firm obligations.Maintain up-to-date knowledge of Legal & Compliance, and related technology industry standards and best practices through regular peer benchmarking and active participation in industry eventsPROJECT MANAGEMENT AND DELIVERYLead or support technology projects from initiation through delivery, including new platform implementations, system migrations, and major enhancements.Develop and manage project plans, timelines, resource requirements, and risk registers, keeping stakeholders informed through regular status updates.Coordinate cross-functional workstreams across Legal &Compliance, Information Security, and Technology to ensure seamless execution.Manage vendor relationships and hold third-party providers accountable to delivery milestones, SLAs, and contractual commitments.BUSINESS ANALYSIS AND PROCESS IMPROVEMENTGather, document, and prioritize business requirements from legal and compliance stakeholders, translating them into
