Escrow and Payment Solutions Director

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🕒 3 dias atrás

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $120.000 - $155.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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SRS Acquiom

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💼 Consultoria

⚖️ Jurídico

🛡️ Seguros

💰 $6.000.000 Series A em 2014-08

Consulting • Legal • Insurance

SRS Acquiom oferece uma maneira mais inteligente de realizar negócios com soluções que reduzem o ônus administrativo durante todo o ciclo de vida do negócio. Nossos serviços incluem pagamento e serviços de agente escrow, solicitação e relatórios de documentos online, representação profissional de acionistas e salas de dados virtuais. Para transações de empréstimos e créditos, fornecemos serviços de agente administrativo independente, colateral e sub-agente. Desde 2007, ajudamos partes sofisticadas de negócios a reduzir o arrasto administrativo, permitindo que se concentrem em construir excelentes negócios e maximizar valor. SRS Acquiom | Eleve Seus GanhosPublicações de terceiros não refletem as opiniões da SRS Acquiom e não foram revisadas pela empresa quanto à completude ou precisão.

Descrição

• Serve as the primary point of contact and relationship owner for clients throughout the life of a deal • Quarterback pre-closing solicitation, payment, and escrow transactions from kickoff through closing and post-closing administration • Coordinate in real time across clients, Operations, Relationship Associates, and other internal support teams • Develop and maintain deep product and systems knowledge to guide clients on process and mechanics • Onboard new clients and set expectations for payment and escrow processes • Negotiate payment and escrow agreements, seeking legal support as needed • Direct and mentor Relationship Associates assigned to active deals • Ensure collection of KYC account opening forms and coordinate with the internal KYC team • Review and finalize forms and documents to be solicited from shareholders • Field and generate inquiries from transaction counsel, corporate principals, and other transaction facilitators • Review payment spreadsheets for tax characterizations, wire instructions, and other required details before authorizing solicitation • Coordinate with Operations on solicitation, payment details, and tax reporting questions • Own resolution of mid-transaction issues and proactively manage client and internal-team expectations • Participate in client visits and support new business development • Support market research, lead generation, and database maintenance for trend and metric analysis

🎯 Requisitos

• 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, including know-your-customer requirements and ACH/wire payment processes • Understanding of the M&A environment and key buyer and seller market segments • Ability to understand, communicate, and explain product and service benefits and value • 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 • Flexible availability; evenings and weekends are rare but occasionally required • Highly responsive and willing to check emails beyond standard work hours, including weekends • Ability to meet demanding deadlines and solve unexpected problems • Must be legally authorized to work in the United States without current or future visa sponsorship • FINRA Series 6/7 is a bonus

🏖️ Benefícios

• 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