Escrow and Payment Solutions Director

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🔥 8 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $120k - $155k / year

⏰ Full Time

🔴 Lead

👔 Director

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SRS Acquiom

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

⚖️ Legal

🛡️ Insurance

💰 $6M Series A on 2014-08

Consulting • Legal • Insurance

SRS Acquiom is a financial services company that offers innovative solutions to simplify and streamline the administrative processes involved in mergers and acquisitions (M&A). Specializing in VC-backed and private equity M&A deals, their services include escrow and holdback management, M&A payments administration, professional shareholder representation, and more. SRS Acquiom has been helping clients reduce administrative burdens in deal management since 2007, allowing them to focus on maximizing business value and growth.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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