Escrow and Payment Solutions Director

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Act as the main point of contact and relationship manager for clients throughout the duration of a deal.

• Lead pre-closing solicitations, payment, and escrow transactions from initiation to closing and post-closing management.

• Collaborate in real-time with clients, Operations, Relationship Associates, and other internal support teams.

• Cultivate and sustain extensive knowledge of products and systems to assist clients with processes and mechanics.

• Facilitate the onboarding of new clients, setting clear expectations for payment and escrow procedures.

• Negotiate payment and escrow agreements, seeking legal assistance when necessary.

• Guide and mentor Relationship Associates assigned to active deals.

• Ensure the collection of KYC account opening forms and liaise with the internal KYC team.

• Review and finalize forms and documents to be requested from shareholders.

• Address and generate inquiries from transaction counsel, corporate principals, and other transaction facilitators.

• Examine payment spreadsheets for tax characterizations, wire instructions, and other essential details prior to authorizing solicitation.

• Coordinate with Operations on solicitation, payment specifics, and tax reporting inquiries.

• Take ownership of resolving mid-transaction challenges and proactively manage client and internal team expectations.

• Engage in client visits and assist with new business development initiatives.

• Support market research, lead generation, and database upkeep for trend and metric analysis.

⛳️ Requirements

• A minimum of 5 to 8 years of experience in M&A, banking, law, and/or finance, or a comparable combination of education, training, and experience.

• A graduate or legal degree is preferred.

• General knowledge of payment processes, including know-your-customer requirements and ACH/wire payment procedures.

• Familiarity with the M&A landscape and key buyer and seller market segments.

• Capability to understand, communicate, and articulate the benefits and value of products and services.

• Strong comprehension of M&A and the ability to swiftly review and interpret complex legal documents.

• Exceptional attention to detail and the ability to juggle multiple dynamic issues concurrently.

• Flexible availability; while evenings and weekends are infrequent, they may occasionally be required.

• Highly responsive and willing to check emails outside of standard working hours, including weekends.

• Ability to meet tight deadlines and resolve unexpected challenges.

• Must be legally authorized to work in the United States without current or future visa sponsorship.

• FINRA Series 6/7 certification is a bonus.

🏝️ Benefits

• Day-one coverage: medical, dental, and vision plans to ensure you’re protected from the outset.

• A 401(k) plan with a 4% company match to help secure your financial future.

• Discretionary time off - take the time you need when you need it.

• Employer-paid life insurance, with the option to add additional coverage for peace of mind.

• Employee Assistance Programs for confidential support when life becomes challenging.

• Discounted pet insurance (because furry family members matter, too).

• A fitness credit to support your health and wellness objectives.

• Pre-tax plans for dependent care, transportation, and flexible spending.