Job Description

Job Description

Job Description

UB Greensfelder currently has an opening for a Director of Risk Management in our Cleveland office. The position will have primary responsibility for the areas in the firm associated with risk management including client intake, conflicts, and records management. The position is responsible for ensuring 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 Director of Risk Management also develops and executes processes to support compliance with policies regarding matter maintenance and closure and secure records maintenance.

UB Greensfelder LLP is an Am Law 200 law firm dedicated to exceeding client expectations and delivering superior, customized legal solutions. The firm's attorneys advise regional, national, and global businesses on a wide range of sophisticated legal matters across more than 25 specialized practice and industry groups. Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers. For more information, please visit . Our Business Begins With You®.

Position Responsibilities Include:

• Oversee and establish best practices in the areas of conflicts, intake, and records management functions of the firm
• Assist with and maintain the records as it relates to engagement agreements and other standard forms of correspondence
• Coordinate and respond to client “counsel certification letters” or similar letters including evidence of professional liability/ errors & omissions insurance, pending lawsuits, third party vendor management policies, executed copies of engagement letters, etc.
• Monitor and regularly analyze the business intake and conflict’s workflow and new business approval workflow to identify opportunities for improved efficiency and training needs, and address any backlogs or processing delays
• Partner with firm staff and accounting department to manage the Firm’s business intake and conflicts systems to provide functional input on issue troubleshooting, system configuration and implementation of changes to functionality or new features; and to develop training documentation for staff, lawyers, and legal support staff
• Properly maintain both paper and electronic storage of records including controlling the number of records created and stored; as well as identifying which records are to be preserved or destroyed
• Ensure the firm is prepared for internal and external audits by making sure records are in order to support an audit
• Continually assess records management strategy and make recommendations for updates and modifications
• Protect and audit information as it relates to records management to ensure that data has not been corrupted along the way
• 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 department leadership in managing matter transfers/reassignments associated with lawyer integration and departures; identify and communicate matters targeted for closure, and effect matter closures in compliance with firm policy
• Work with the General Counsel to develop and deliver training to lawyers and legal support staff on firm policy, processes, and procedures related to the risk management process
• Responsible for management and development of direct reports
• Assess the needs and skill of staff members and provide ongoing feedback on performance, conduct regular performance evaluations, and conduct coaching/counseling sessions when performance improvement is needed

Qualified Applicants Will Have :

• A Juris Doctorate from an ABA accredited law school
• A minimum of 6 plus years’ experience in conflicts within a law firm or professional services environment
• Certification through a bar association is preferred
• Ability to research, analyze, and synthesize information with minimal direction
• Excellent organizational skills including record keeping, data collection, and system information
• A commitment to providing superior service to the firm’s attorneys, advisors and staff, while maintaining an atmosphere of teamwork and continuous improvement
• Ability to multi-task with strong communication skills to maintain effective relationships both verbally and through written communications
• Experience working with Aderant, Elite, ProLaw or equivalent and Dunn & Bradstreet
• Advanced proficiency and extensive experience in Microsoft Excel
• Strong initiative to proactively increase value to the position; willingness and ability to assume new tasks and responsibilities

UB Greensfelder recognizes the importance of forming inclusive teams of attorneys and staff to foster an environment where creative solutions are made for our clients, and all have the opportunity to thrive and succeed. We encourage candidates from a variety of backgrounds to apply to be a part of our team.

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