Escrow and Payment Solutions Director

🕒 il y a 1 mois

⛰️ Colorado – Distant

⛰️ Colorado – Remote

💵 $120 000 - $155 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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SRS Acquiom

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

⚖️ Juridique

🛡️ Assurance

💰 €6 000 000 Series A en 2014-08

Consulting • Legal • Insurance

SRS Acquiom offre une manière plus intelligente de gérer les transactions avec des solutions qui réduisent le fardeau administratif tout au long du cycle de vie de la transaction. Nos services incluent le paiement et les services d'agent d'entiercement, la sollicitation et la communication de documents en ligne, la représentation professionnelle des actionnaires et les salles de données virtuelles. Pour les transactions de prêts et de crédits, nous fournissons des services administratifs, de garantie et de sous-agent indépendants. Depuis 2007, nous aidons des parties prenantes chevronnées à réduire les charges administratives, leur permettant ainsi de se concentrer sur la construction d'entreprises performantes et la maximisation de la valeur.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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