We’re Hiring!

As a result of our growth, we are looking to add exceptional attorneys, accountants, business leaders, and technologists to our team. For more information, please contact us at srscareers@srsacquiom.com.

Office Manager/Executive Assistant
Location: Denver

Position Summary:

We are seeking a dedicated, dynamic and diligent Office Manager/Executive Assistant who will support several c-suite members of the SRS Acquiom management team, as well as manage the ever-growing office in Denver. The highly visible position will play a central role in keeping business, office operations and activities organized, on track and moving forward. Professionalism and discretion in handling highly confidential matters are essential to this position.

Primary Responsibilities:

Executive Assistant:

  • C-suite support to key members of the executive team.
  • Efficient management of administrative tasks (i.e. calendar/schedule support, travel, correspondence/emails, contact maintenance).
  • Meeting coordination for Denver office, as well as management of conference room schedules.
  • Assist with Business Development time-sensitive matters.

Office Manager:

  • Proper procurement of office supplies and equipment.
  • Main point of contact for building management and third-party vendors for Denver office.
  • Light bookkeeping, expense reports, and assisting Accounting department as needed.
  • Maintenance of electronic data base and hard copy files.
  • Provide light administrative support for various office directors (i.e. travel arrangements, meeting coordination and other miscellaneous administrative tasks).
  • Management of all incoming and outgoing correspondence for the Denver office (i.e. mail, certified mail, facsimile, FedEx, etc.).
  • Event coordination (i.e. weekly office meals, quarterly team building events, and holiday party, etc.).
  • General upkeep of communal spaces.
  • Assist with office configuration and ordering of new furniture if needed.
  • Provide support to Human Resources team.
  • Special projects and other duties as assigned.

Background & Experience:

  • Extensive administrative experience at the executive level, supporting multiple senior staff professionals. Candidates must have experience working in a very demanding, fast-paced environment.
  • Experience in professional service firms, such as financial, legal, accounting or consulting companies.
  • Exceptional organizational and time-management skills, attention to detail and self-starter.
  • Intermediate to advanced computer skills (Word, Excel, PowerPoint, Outlook/Entourage) required. Mac and NetSuite experience would be a plus.
  • College degree.
  • Bright, energetic, hardworking, team player.

Product Manager – Escrow Solutions
Location: Denver

Position Summary:

The Product Manager will have comprehensive product management responsibility for escrow solutions.  These solutions include banking, financial and insurance products to deliver innovative escrow solutions through strategic partnerships.

This is a product management position in the financial services industry, as our affiliated companies oversee many banking type functions, including payments, accounts management and reporting (including customer user interfaces), and coordinating with large banks, experienced corporate M&A buyers and their respective legal counsel, as well as financial services and insurance companies to facilitate the processing of various payments administration and escrow services on behalf of the principal deal parties and our thousands of shareholder customers.

In this area, product management responsibilities will include defining product strategy, building the product value-proposition, defining the customer experience requirements online and offline, working closely with technical/operations personnel and strategic partners to develop solutions, and ensuring that our new products support our overall business model and vision including delivering product business and client metrics.

Key Responsibilities:

  • Manage the end-to-end product development process
  • Define product features, requirements and pricing with input from stakeholders, ensuring product standards based on customer and regulatory requirements or best practices.
  • Drive key decisions on customer experience across multiple customer touch points.
  • Identify and pursue partnership opportunities that may enhance product delivery/operations, product sales/marketing or integrated product solutions.
  • Assist in vendor selection.
  • Monitor and maintain knowledge of competitive offerings and features.
  • Understand product P&L and impact on revenue and profitability goals.
  • Take input of customer needs from feedback and metrics, along with internal vision, to make informed recommendations on product opportunities and improvements.
  • Partner with sales and marketing teams to develop product marketing collateral and messaging, and to train and support sales staff
  • Ensure synergy and cohesive approach with the company’s overall product platform.
  • Work closely with strategic business partners to identify opportunities for expanded product offerings, and to develop new product solutions.

Background & Experience

  • Several years experience as a Product Manager in the financial services industry (which may include the insurance industry).
  • Business level understanding of applicable regulatory requirements and security requirements in this area.
  • Experience working in an Agile and/or iterative development environment.
  • Project management experience coordinating the overall project components of product development initiatives and working effectively with cross-functional teams to drive projects to completion and new initiatives to launch.
  •  “Roll-up-your-sleeves” entrepreneurial attitude.
  • Natural ability to relate to customers, influencers and prospects.
  • Minimum requirement of Bachelor’s degree in business, technology or a related discipline.
  • Experience in the merger and acquisition industry or banking and corporate escrow and paying agent environment a plus.
  • Understanding of tax issues specific to escrow a plus.
  • Licensure: Series 7, 24, and 63 strongly preferred.

Product Manager
Location: Denver

Position Summary:

The Product Manager will have comprehensive product management responsibility primarily in the company’s financial products segment.

This is a product management position in the financial services industry, as our affiliated companies oversee many banking type functions, including payments, accounts management and reporting (including customer user interfaces), and coordinating with large banks, experienced corporate M&A buyers and their respective legal counsel to facilitate the processing of various payments administration and escrow services on behalf of the principal deal parties and our thousands of shareholder customers. In this area, product management responsibilities will include defining product value-proposition, look and feel, customer experience online and offline, gathering and prioritizing product, customer and partner requirements, working closely with technical personnel to define product and customer requirements and develop fin-tech systems solutions, and ensuring that our new products support our overall business model and vision.

Key Responsibilities:

  • Own the end-to-end product design process for major product components, features and systems design to ensure long-term product leadership, working with our Technology team and Business Development team to drive rapid release of prioritized product requirements and features.
  • In an Agile development environment, act as business product owner and overall project manager for new initiatives.
  • Define product features, requirements and pricing with input from stakeholders, ensuring product standards based on customer and regulatory requirements or best practices.
  • Drive key decisions on customer experience across multiple customer touch points.
  • Identify and pursue partnership opportunities that may enhance product delivery/operations, product sales/marketing or integrated product solutions.
  • Assist in vendor selection.
  • Monitor and maintain knowledge of competitive offerings and features.
  • Understand product P&L and impact on revenue and profitability goals.
  • Take input of customer needs from feedback and metrics, along with internal vision, to make informed recommendations on product opportunities and improvements.
  • Work with sales and marketing teams to develop product marketing collateral and messaging, and to train and support sales staff
  • Ensure synergy and cohesive approach with the company’s overall product platform.

 Background & Experience:

  • Several years experience as a Product Manager in the financial services industry (which may include the insurance industry).
  • Experience in a fin-tech company selling to banks will be given special consideration.
  • Business level understanding of applicable regulatory requirements and security requirements in this area.
  • Experience working in an Agile and/or iterative development environment.
  • Project management experience coordinating the overall project components of product development initiatives and working effectively with cross-functional teams to drive projects to completion and new initiatives to launch.
  • “Roll-up-your-sleeves” entrepreneurial attitude.
  • Natural ability to relate to customers, influencers and prospects.
  • Minimum requirement of Bachelor’s degree in business, technology or a related discipline.
  • Experience in the merger and acquisition industry or banking and corporate escrow and paying agent environment a plus.

Business Manager, Escrow and Payments Services
Location: Denver

Position Summary:

The Business Manager, Escrow and Payments Services will develop and manage product strategies for the company’s financial products segment.

This is a product management position in the financial services industry, as our affiliated companies oversee many banking type functions, including payments, accounts management and reporting (including customer user interfaces), and coordinating with large banks, experienced corporate M&A buyers and their respective legal counsel to facilitate the processing of various payments administration and escrow services on behalf of the principle deal parties and our thousands of shareholder customers.

In this area, Business Manager responsibilities will include designing competitive products and services, defining product strategic direction, coordinating the launch of new product offerings and positioning them effectively in the marketplace,  working closely with technical personnel to define product and customer requirements and develop fin-tech systems solutions, and ensuring that our new products support our overall business model and vision.

Key Responsibilities:

  • Oversee end-to-end product development process for major product components, features and systems design to ensure long-term product leadership, working with our Technology team and Business Development team to drive rapid release of prioritized product requirements and features.
  • Interface and manage relationships with key customers, business partners and service providers.
  • Work closely with the sales team to deliver on sales and market share goals.
  • Ensure synergy and cohesive approach with the company’s overall product platform.
  • In an Agile development environment, act as business product owner and overall project manager for new initiatives.
  • Define product features, requirements and pricing with input from stakeholders, ensuring product standards based on customer and regulatory requirements or best practices.
  • Drive key decisions on customer experience across multiple customer touch points.
  • Identify and pursue partnership opportunities that may enhance product delivery/operations, product sales/marketing or integrated product solutions.
  • Assist in vendor selection.
  • Monitor and maintain knowledge of competitive offerings and features.
  • Understand product P&L and impact on revenue and profitability goals.
  • Take input of customer needs from feedback and metrics, along with internal vision, to make informed recommendations on product opportunities and improvements.

Background & Experience

  • 10-12 years of experience in the financial services industry (which may include the insurance industry). Experience in the merger and acquisition industry or banking and corporate escrow and paying agent environment strongly preferred.
  • Bachelor’s degree in business, technology or a related discipline.
  • Business level understanding of applicable regulatory requirements and security requirements in this area.
  • Experience working in an Agile and/or iterative development environment.
  • Project management experience coordinating the overall project components of product development initiatives and working effectively with cross-functional teams to drive projects to completion and new initiatives to launch.
  • “Roll-up-your-sleeves” entrepreneurial attitude.
  • Natural ability to relate to customers, influencers and prospects.

Fulfillment Operations Analyst/Manager
Location: Denver

Position Summary:

SRS Acquiom is currently seeking a Fulfillment Operations Analyst/Manager to join our Operations team. This individual will have responsibility for new account fulfillment, servicing communication fulfillment and account statement delivery across multiple channels for the full spectrum of SRS Acquiom products. This role will oversee the fulfillment, delivery and incoming mail processes, and will implement controls on those processes as needed.

Strong project management, leadership and excellent communications skills will be essential in this role, as interaction with the business, operations and service vendors will be ongoing. This person should be able to work in a fast-paced environment, and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects. This position will be based in Denver, CO.

Primary Responsibilities:

  • Manage the fulfillment process for shareholder servicing communications, including Letters of Transmittal, welcome letters, remittance and release communications.
  • Receive incoming documents and route them appropriately.
  • Define, implement and monitor controls for the various fulfillment processes.
  • Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiency.
  • Meet unique requirements based on individual fulfillment requests from clients and track items as needed.

Requirements:

  • 3-5 years of related business experience in operations or production services, preferably in the financial services industry.
  • Management experience a plus.
  • Project management experience and understanding of project management principles.
  • Ability to work collaboratively and build relationships across the organization.
  • Excellent interpersonal and presentation skills.
  • Self-motivated, self-starter with ability to work independently or as part of a team.
  • Strong attention to detail.
  • Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint).
  • Bachelor’s Degree preferred.

Account Coordinator
Location: Denver

Position Summary:

SRS Acquiom is currently recruiting for an experienced Account Coordinator to handle the day-to-day administration of M&A escrow and payment transactions. This individual will interact with outside counsel, company principals and internal partners (operations, compliance, legal etc.) to onboard new escrow and payment administration appointments and also administer the deal’s post-closing to ensure compliance with the governing documents. He/She will be the primary contact for all participants in the M&A escrow and payment transaction. The ideal candidate will be focused on providing a positive client experience and be responsible for generating repeat business.

Primary Responsibilities:

  • Reviews governing documents (escrow and paying agent agreements) and works with internal legal team after negotiations are complete.
  • Collects U.S. Patriot Act/account opening forms and forwards to appropriate parties.
  • Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations.
  • Negotiates, reviews, and finalizes Letters of Transmittal.
  • Updates deal specifics on Agent’s/Administrator’s internal database.
  • Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders.
  • Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.).
  • Responsible for tracking all pending and closed transactions.
  • Handles all correspondence from Acquiom to shareholders.
  • Works with internal counsel to verify that all documents are in order, approved, and finalized.
  • Process improvement and documentation. Incorporate updates into NetSuite.
  • Sends contractual reports from Operations team on a daily, weekly, monthly basis.
  • Accompany sales staff on client calls (both existing an new business opportunities).
  • Provides detailed reporting to manager(s) concerning number of pending deals, closed deals, outstanding ticklers and other compliance items, and any additional required reporting.
  • Reviews payment instructions for escrow releases and another payments not made through Operations for sufficiency and initiates first level payment process.
  • Works with Operations when an engagement terminates to either escheat funds or send back to the appropriate party and ensures other account termination activities are completed.
  • Responsible for Acquiom invoicing, including generating invoices at closing for standard fees, non-standard fees, mailings, payments and variables. Obtains approvals from Business Development Representative, and follows up to verify payments

Background & Experience:

  • Minimum 3-5 years experience in banking or finance.
  • BA or BS Degree (MBA preferred).
  • Top notch Customer Service skills.
  • Ability to become a Subject Matter Expert in payment processes (wire releases, etc).
  • Must be able to work within a group, and handle the activities of an administrative assistant.
  • NetSuite experience highly preferred, but not required.
  • Series 6 and/or Series 7 designation a plus.

Manager of Operations
Location: Denver

Position Summary

SRS Acquiom is seeking an Operations Manager to increase productivity and proficiency within the SRS Operations group. Reporting to our Director of Operations, the Manager of Operations will be responsible for SRS’s Import, Release, and Reconcilement teams.

This position requires a hands-on, self-motivated, confident and intelligent manager with a strong work ethic and leadership skills. This person should have excellent communications and analytical skills, and a proven track record of creating and implementing innovative solutions. The ideal candidate is a manager-level employee in their current role.

The successful candidate will be able to increase accuracy and processing efficiency in SRS Operations by 20% by end of year through technology enhancements and improved workflow management. He/She will develop an audit protocol that enables the operations group to successfully pass internal and external audits.

Specific measurable outcomes:           

  • Increase processing efficiency by 20% by end of year.
    • Define work units for a baseline.
    • Reconcile bank accounts with online access weekly instead of monthly.
    • Reduce import and release processing by 20% as measured by work units year over year.
  • Implement Audit procedures within 6 months of hire.
    • Inventory current procedures to identify gaps.
    • Facilitate audits of each group’s procedures.
    • Address deficiencies to ensure future audits are clean.
  • Develop and deliver training to SRS employees quarterly.
    • Create and manage training documents for SRS procedures.
    • Develop individuals to take on ever increasing roles in the organization as measured by skills analysis.
    • Participate in staffing decisions to recruit and keep top-level staff.
  • Independently approving data import and release schedules within 60 days of hire.
    • Interpret complex excel spreadsheets and create guidelines for accurate import and confirm release calculations.
    • Independently process an import and a release within 30 days of hire.

Computer Skills

  • Advanced knowledge of Microsoft Office Suite.
  • Experience using and training staff to use sophisticated CRM systems, such as Salesforce.com or Netsuite.
  • Macintosh familiarity and experience preferred.

Education and Experience

  • 3-5 years operational management experience including direct supervisory oversight.
  • Technology-enabled financial/banking operational experience necessary.
  • Bachelor’s degree required, graduate degree a plus.
  • Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.

NetSuite Product Specialist
Location: Denver

Position Summary:

SRS Acquiom is currently seeking a NetSuite Product Specialist with experience in project management and NetSuite configuration of Accounting and CRM systems to join our enterprise software development team. We are looking for the outstanding candidate that can quickly grasp our business implementation and enhance our current, highly customized NetSuite system. Our overriding objective is to add new services and significantly improve the scalability of our business processes. This is a key leadership role for the company. The candidate must have the people skills to lead projects, work with our internal accounting and customer support teams, document processes and communicate effectively to listen, help and train non­technical staff.

This role is responsible for leveraging NetSuite to significantly improve business efficiency and provide exceptional customer experiences. The Product Specialist  will lead and implement new services, troubleshoot and respond to change requests, and recommend key capabilities to bring NetSuite and our development team to a new level. The ideal candidate should be able to work independently, be a self­-starter and contribute to new ideas required in a diverse, fast-­paced, deadline driven environment.

Responsibilities:

  • Work with cross-­functional teams on solution designs, implementation and successful product delivery of new services.
  • Track and report project status. Actively participate in an agile development meetings and communicate well with outside consultants and in a team environment.
  • Write and maintain supporting documentation including operational processes and training.
  • Quickly understand our existing Netsuite customization and promote scalable, highly-efficient business processes.
  • Administer, develop, maintain and debug enterprise NetSuite applications.

Required Skills:

  • Minimum 3 years NetSuite Administrator experience in CRM/Accounting systems: role permissions, custom records, fields, forms, dashboards, workflows, saved searches/reports, CSV imports, CASE management, General Ledger and basic accounting principles.
  • Demonstrated understanding and improvement of business workflow, customer experience, data management, and process documentation ensuring data integrity and efficiency by developing and implementing guidelines and procedures for NetSuite best practices.
  • SuiteScript NetSuite skills including RESTlet/JSON implementation.
  • Project Management (Agile) including third-party integrations, vendor selection and management ­ in a multi­-project, multi-­priority environment.
  • Responsive to NetSuite change requests, troubleshooting, listens for areas of improvement, recommends design solutions, implements, tests, deploys, documents and trains staff on exceptional customer support processes.

Desirable Skills:

  • Demonstrate up-to-date knowledge of NetSuite functionality, new features and customization.
  • Experience with ERP, Sales/Marketing and other features of NetSuite.
  • Scrum Master skills.
  • Demonstrate organized coding and documentation practices to facilitate implementation and maintenance in the NetSuite development environment.
  • Database design within NetSuite for efficient, scalable design and implementation.
  • Web development and user interface experience a plus (JavaScript, HTML,XML, API interfaces, LAMP).

Experience/Training/Education/Certification:

  • Bachelor’s degree in Computer Science, Engineering, Mathematics, Business, Marketing, or equivalent job related knowledge.
  • Desirable industry experience: CRM, Finance, Legal, Accounting.
  • Personality traits: self­-motivated, intellectually curious, amiable, integrity, attention to detail. passionate about efficient, scalable business processes.
  • Ability to prioritize and multi-­task across many projects.

Payment Operations Manager
Location: Denver

Position Summary:

The Payments Operations Manager will have responsibility for managing Account Opening procedures and Payment functions for SRS Acquiom.  You will have responsibility for managing Thousands of account opening documents and payments monthly.  In addition, you will be developing and implementing scalable processes and procedures using sophisticated ERP technology that will accommodate projected business growth.  Specific functional responsibility will include shareholder account opening and payments.  The position reports to the Senior Director of Operations.  Initially, you will perform some functions directly and manage others to perform functions.

General Description of Core Tasks:

Account Opening

  • Organize and track account opening mailings and determine best practices to ensure highest level of accuracy
  • Ensure process is scalable for data entry from account openings for us in payment and other processes
  • Coordinate with Customer Support highest level of client contact and professional communication to ensure accounts are opened within company SLA and ready for payment
  • Ensure all account opening procedures are in compliance with company and industry rules and regulations

Payment Processing

  • Work closely with our business analyst, product, external vendors, IT and customer support/operations teams to build out, manage and monitor our payments platform
  • Lead and manage all functions of payments including but not limited to ACH and wire transfer operations, creation and delivery of files, return payment processing, Sales support, support time sensitive, mission critical payment services that must be performed regardless of internal or external technological, environmental, and/or physical challenges which may occur.
  • Recruitment, hiring, and retention of high-performing, qualified employees.  Responsible for employee appraisals and disciplinary actions
  • Motivate and develop employees through coaching, training, and assignment of challenging work assignments.
  • Ensure Operations manuals and guidelines are updated and up to date so they can be relied upon for business continuation situations
  • Thorough understanding of banking processes and procedures including G/L accounting.  Mathematical proficiency including a thorough understanding of General Ledger reconciliations.

General

  • Create new workflows and improve existing workflows
  • Develop or modify accounting policies and procedures where needed
  • Manage vendor relationships
  • Respond to vendor and shareholder inquiries
  • Prepare and send 1099s and related documents

Requirements:

  • Senior level experience in a payments/account opening department, preferably in a large company ($100M+ revenues)
  • Experience using sophisticated ERP systems and developing work streams and work-arounds to accomplish the desired business task or requirement
  • Experience with interpreting account opening documentation
  • Managed a payments department or an account opening department expert knowledge of the Fedwire system and international wire procedures
  • Interest in and willingness to create and implement best practices in a rapidly expanding, fast-paced environment
  • Experience working within a cross-functional and cross geographical environment
  • Netsuite experience preferred, not required
  • Knowledge of the M&A process a plus
  • Minimum 7 years industry experience and 3-5 years of management experience
  • Bachelors Degree required
  • High awareness of operational risk, critical timelines and of the complex nature of Transfer Agency environment with an ability to work under pressure and to meet tight deadlines

Director of Client Services
Location: Denver

Position Summary:

SRS Acquiom is seeking a Director of Client Services to build and manage our outbound and inbound client support teams.  Reporting to our Executive Director and Head of Operations, the Director of Client Services will be responsible for building an unparalleled customer service platform as well as the team that delivers the service through the platform.

This position requires a hands-on, self-motivated, confident and intelligent manager with a strong work ethic and leadership skills. This person should have excellent communications and analytical skills, and have a proven track record of creating and implementing innovative solutions  The ideal candidate is a director level employee in their current situation or a senior manager ready to take the next step in their career.

Primary Responsibilities:

  • Lead a team of customer service and technical service representatives in providing exceptional service to our clients and who anticipate client needs (and solve them proactively) rather than acting in a reactive manner.
  • Suggest new and more efficient processes and assist in design and implementation of improvements that will lead to a higher level of customer satisfaction.
  • Identify current inefficiencies and communicate those to our Marketing, Product Management and Product Development teams to not only streamline and enhance the client experience, but to ensure that we provide better support on every call or email exchange.
  • Manage all outbound communications – both electronically and by mail including distribution of monthly client statements, periodic correspondence and ad-hoc communications and other mass-distributed client correspondence.
  • Maintain and proactively manage the internal case management system and ensure compliance with all application client communication polices and regulations.
  • Ensure all applicable company policies are followed and procedures to meet company standards are in place, ensuring a consistent and quality experience for all clients.
  • Effectively handle and defuse escalated issues.

Background and Experience:

  • 7-10 years client service management experience including 2-3 years as a director or senior manager of client services. Call center experience preferred.
  • Technology-enabled financial/banking customer service experience necessary.
  • Bachelor’s degree required, graduate degree a plus.
  • Proven experience and ability to create meaningful relationships with clients that leads to repeat business.
  • Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.

Qualifications:

  • Exemplary organizational skills in fast paced, dynamic environment.  Experience working in earlier stage companies a plus.
  • Experience in client service organizations that interface with high-powered executives, high net worth individuals and/or sophisticated institutional investors.
  • Experience building client service teams supporting online and software-based financial transactions, such as online banking or brokerage services.
  • Extensive experience in hiring, building and training a qualified team, implementing written and verbal performance reviews and terminating ineffective staff members.
  • Ability to motivate staff members, which includes, but is not limited to, correcting performance issues, and rewarding staff for seeking new ways to improve current procedures.
  • Experience in designing processes and client communications that reduce operating costs while facilitating client self-service.
  • Familiarity with technologies that can enhance client service levels and/or lower operating expenses.
  • Excellent written and oral communication skills driving both internal communications as well as direct interface with our high-powered and/or high net worth clients.

Reasoning Ability:

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

Computer Skills:

  • Advanced knowledge of Microsoft Office Suite.
  • Experience using and training staff to use sophisticated CRM systems, such as Salesforce.com or Netsuite.
  • Macintosh familiarity and experience preferred.

Payments Analyst
Location: Denver

Position Summary:

SRS Acquiom is currently hiring for a Payments Analyst who will be responsible for interpreting complicated payment and allocation spreadsheets and creating guidelines as well as manipulating data for import into the system of record. This function will drive the creation of standard procedures and perform the duties necessary to distribute proceeds from M&A transactions, including vendor, security holder, and employee compensation payments. Specific functional responsibility includes performing the data capture of payee information and payments instructions, interpreting complex spreadsheets and analyzing same against merger and agreement documentation, ensuring that all payments are accurately processed consistent with the SRS Acquiom service levels and that all recipients receive payment confirmations and year-end reports. This hands-on position is based in Denver and reports to the head of SRS Acquiom Operations.

Primary Responsibilities:

  • Interpreting and auditing payment and allocation spreadsheets, create guidelines for interpretation of data, manipulating data for import to system of record.
  • Import and export files for use in system of record (Netsuite) and payment files for use with bank interface.
  • Interact with deal contacts such as attorney’s and VIPs from companies to ensure smooth payment experience as needed.
  • Create and maintain stats for payment team as approved by Manager for use in company financials to project staffing and income models.
  • Perform all functions of payments including but not limited to ACH and wire transfer operations, creation and delivery of files, return payment processing, approval of payments, sales support and support time sensitive, mission critical payment services that must be performed as the deal itself develops.
  • Review Letter of Transmittal and other account opening documents for completeness and accuracy.
  • Ensure Operations manuals and guidelines are updated and up to date so they can be relied upon for business continuation situations.
  • Manage vendor relationships and respond to vendor and shareholder inquiries in accordance with our Customer Service standards
  • Support the processing and management of offline dual entry validation to ensure compliance with internal and industry payment protocol.

Requirements:

  • Minimum 3-5 years financial operations analyst experience and 1-2 years of payments experience preferred.
  • Bachelors Degree required.
  • Advanced knowledge of Microsoft Excel and formula writing and interpretation required; VBA experience a plus.
  • Knowledge in using sophisticated ERP systems and developing work streams and workarounds to accomplish the desired business task or requirement.
  • Comfortable with interpreting payee and payments documentation, especially domestic and international payment instructions.
  • ACH and Wire Transfer experience including experience handling returned items.
  • Payroll processing knowledge a plus.
  • Accredited ACH Professional designation a plus.
  • Experience working within a cross-functional and cross geographical environment.
  • High awareness of operational risk, critical timelines and of the complex nature of Transfer Agency environment with an ability to work under pressure and to meet tight deadlines.
  • Knowledge of the M&A process a plus.

Senior Relationship Manager
Location: Denver, CO

Position Summary:

SRS Acquiom is currently recruiting for an experienced relationship manager to handle the day-to-day administration of M&A escrow and payment transactions. This individual will interact with outside counsel, company principals and internal partners (operations, compliance, legal etc.) to onboard new escrow and payment administration appointments and also administer the deals post-closing to ensure compliance with the governing documents. They will be the primary contact for all participants in the M&A escrow and payment transaction. The ideal candidate will be focused on providing a positive client experience and be responsible for generating repeat business.

Primary Responsibilities:

  • Reviews governing documents (escrow and paying agent agreements) and works with internal legal team during the document negotiation phase.
  • Collects U.S. Patriot Act/account opening forms and forwards to appropriate parties.
  • Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations.
  • Reviews completed Letters of Transmittal.
  • Updates deal specifics on Agent’s/Administrator’s internal database.
  • Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders.
  • Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.).
  • Responsible for tracking all pending and closed transactions.
  • Accompany sales staff on client calls (both existing an new business opportunities).
  • Provides detailed reporting to manager concerning number of pending deals, closed deals, outstanding ticklers and other compliance items, and any additional required reporting.
  • Reviews payment instructions for escrow releases and another payments not made through Operations for sufficiency and initiates first level payment process.
  • Works with Operations when an engagement terminates to either escheat funds or send back to the appropriate party and ensures other account termination activities are completed.

Requirements:

  • Minimum 7-10 years experience in banking or finance.
  • BA or BS Degree (MBA preferred).
  • Top notch Customer Service skills.
  • Ability to become a Subject Matter Expert in escrow and payment processes.
  • Must be able to work within a group.
  • NetSuite experience highly preferred, but not required.
  • Series 6 and Series 63 designation a plus.

Senior Business Development Representative
Location: Dallas/Houston or Los Angeles area

Position Summary:

SRS Acquiom is recruiting an experienced Senior Business Development Representative to join our Global Business Development team. Reporting directly to the New York based head of Business Development, the primary role of this new employee will be to aggressively drive the new business sales activity in their assigned region and achieve/exceed sales and revenue goals by building and maintaining very strong working relationships with key contacts and intermediaries. The Senior Business Development Representative will lead the partnership amongst clients, marketing, the legal intake team and our onboarding and operations teams to achieve sales objectives by collaborating on solutions for prospect and client needs, determining fee strategy and cross-referring additional products and services. This person should be able to work in a fast-paced environment, work as a member of the team and with a high level of autonomy within his/her sales territory. This position will be based in Texas or the Los Angeles area.

Primary Responsibilities:

  • Liaise with buy-side and sell-side M&A and Capital Markets attorneys within the geographic territory.
  • Develop relationships with corporate clients that are serial buyers of other companies.
  • Represent SRS Acquiom at M&A related conferences and events.
  • Establish and follow a goal oriented sales plan for the geographic territory.
  • Contribute to the product development and service infrastructure through provision of regular feedback about the client experience and client needs.

Requirements:

  • 10+ years experience in sales, particularly in the legal or financial institutions space.
  • Understanding of the mergers & acquisition environment, the key players on both the buy and sell side (attorneys, PE, VC, corporate acquirers).
  • Basic knowledge of banking and asset management.
  • Ability to understand, communicate and explain the benefits and value behind industry leading products and services.
  • Bachelor’s degree required.

Abilities:

  • Demonstrated ability to understand and communicate the concepts of being a shareholder representative, a reseller of escrow services and paying agent services.
  • Ability to prioritize and organize work to ensure effectiveness and efficiency.
  • Candidate should be able to work with a high degree of autonomy, be comfortable making decisions with respect to product offerings and respective pricing.
  • Excellent verbal and written communication skills.
  • Ability to think “outside the box” in internal and external problem solving.
  • Ability to see “the big picture” with strategic client relationships.
  • Ability to communicate effectively with all levels of company staff, including top executives.

 

Associate Attorney – M&A Attorney Group
Location: Denver

Position Summary:

SRS Acquiom is currently recruiting an Associate Attorney to join our talented team of attorneys who negotiate and analyze M&A contracts, including formalizing SRS’s engagement as a party to the transactions. The associate must work well both as a teammate within a tightly integrated group and also with a high level of individual responsibility on individual transactions and projects. The ideal candidate can quickly yet carefully review and understand complex agreements, communicate precisely, meet demanding deadlines of international clients and large transactions, and solve problems when unexpected issues arise. The job requires maximum attention to detail and often requires work outside of normal business hours.

Primary Responsibilities:

  • Review and negotiate merger agreements, escrow agreements and other related transactional agreements on behalf of SRS
  • Draft and negotiate SRS’s engagement agreements
  • Daily direct interaction with target companies, major stockholders, outside counsel, financial institutions and third parties

Requirements:

  • Licensed attorney with strong academic record
  • 2-5 years general corporate experience with a major law firm, including a minimum of 2-3 years of M&A experience
  • Experience drafting and negotiating M&A transactional documents