Escrow and Payment Solutions Director

About SRS Acquiom    

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services.

Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

• Serves as the primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of SRSA's full suite of capabilities.
• Quarterbacks pre-closing solicitation, payment, and escrow transactions from kickoff through closing and post-closing administration, coordinating in real time across clients, Operations, and the Relationship Associate team and other internal support teams.
• Develops and maintains deep product and systems knowledge to guide clients as the subject-matter expert on process and mechanics.
• Onboards new clients, walking them through the payment and escrow process and setting expectations for how the deal will run.
• Negotiates payment and escrow agreements, seeking legal support as needed (or applying own legal background, if a licensed attorney) to finalize terms.
• Directs and mentors Relationship Associates assigned to active deals, coordinating staffing across multiple simultaneous transactions.
• Ensures collection of KYC account opening forms and coordinates with internal KYC team.
• Reviews and finalizes form of on all documents and materials to be solicited from shareholders.
• Fields and generates inquiries from buy/sell-side counsel, corporate principals, buy/sell-side counsel, and other transaction facilitators across both new and live engagements.
• Performs initial review of payment spreadsheets to confirm all information required by Operations is present and accurate, including tax characterizations, wire instructions, and other key details, prior to authorizing solicitation.
• Coordinates with Operations to clarify open questions on solicitation, payment details, and tax reporting.
• Owns resolution when issues arise mid-transaction, communicating proactively with clients and internal teams to manage expectations and repair trust when needed.
• Participates in client visits as time and travel allow, for both existing relationships and new business development.
• Supports market research and lead generation through public deal information and maintains a database of pending and booked deals for trend and metric analysis (source, industry, deal size, etc.). 

• Minimum of 5 to 8 years of experience in M&A, banking, law and/or finance, or equivalent combination of education, training, and experience.
• Graduate or legal degree preferred
• General understanding of payment processes (e.g., know-your-customer requirements, ACH/wire payment process).
• Understanding of the M&A environment and key market segments on both sides (Buyer and Seller).
• Ability to understand, communicate, and explain the benefits and value behind industry-leading products and services.
• FINRA Series 6/7 is a bonus.
• Strong knowledge of M&A and ability to quickly review and understand complex legal documents.
• Strong attention to detail and ability to manage multiple dynamic issues simultaneously. 

• Self-motivated and intellectually curious, with a high level of ownership over all aspects of the Relationship Manager’s work.
• Work well with others in SRSA to ensure the department's performance is cooperative, efficient and optimized.
• The ideal candidate will be able to work in a fast-paced environment as a member of team and with a high level of autonomy. within one’s territory
• Collaborative.
• Amiable.
• Operates with highest integrity and attention to detail.
• Passionate about efficient, scalable business processes.
• Ability to prioritize and multi-task across many projects. 

• Flexible availability (evenings and weekends rare, but occasionally required).
• The Director is expected to check emails and be highly responsive, sometimes beyond standard work hours., including weekends
• Ability to meet demanding deadlines and solve problems when unexpected issues arise