Position Summary

The Escrow and Payment Solutions Director owns the client experience from the moment a deal kicks off through closing and into post-closing administration - whether SRSA is engaged as Escrow Agent or Paying Agent for pre-closing solicitation. In practice, that means acting as the quarterback across clients (typically attorneys, private equity professionals, and CFOs), internal Operations team, and the Relationship Associate team, and other internal support teams to make sure the right people get paid the right amounts at the right time, every time.

This is a highly cross-functional, relationship-driven role as opposed to a purely technical one. No two weeks look alike: one day youre educating a client new to SRSAs process, the next youre coordinating a multi-party fund flow on a high-profile transaction. The role requires sound judgment and discretion, the ability to manage several time-sensitive workstreams simultaneously, and comfort working with a wide range of personalities and expectations under real deadline pressure.

The ideal candidate thrives on fast-moving, detail-oriented work with a clear sense of ownership, communicates with confidence and humility in equal measure, and brings a genuine sense of urgency and calm to complex, high-stakes situations.

Location: This position is either hybrid out of our Denver, CO office, or a fully remote position from within the Continental United States.

If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning January 1, 2027, two days per week in office will be expected.

If the candidate selected lives outside a 20-mile radius of the Denver office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average four times per year.

Compensation: The salary range for this position is $120,000k - $155,000k
Primary Responsibilities

• Serves as the primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of SRSAs full suite of capabilities.
• Quarterbacks pre-closing solicitation, payment, and escrow transactions from kickoff through closing and post-closing administration, coordinating in real time across clients, Operations, and the Relationship Associate team and other internal support teams.
• Develops and maintains deep product and systems knowledge to guide clients as the subject-matter expert on process and mechanics.
• Onboards new clients, walking them through the payment and escrow process and setting expectations for how the deal will run.
• Negotiates payment and escrow agreements, seeking legal support as needed (or applying own legal background, if a licensed attorney) to finalize terms.
• Directs and mentors Relationship Associates assigned to active deals, coordinating staffing across multiple simultaneous transactions.
• Ensures collection of KYC account opening forms and coordinates with internal KYC team.
• Reviews and finalizes form of on all documents and materials to be solicited from shareholders.
• Fields and generates inquiries from buy/sell-side counsel, corporate principals, buy/sell-side counsel, and other transaction facilitators across both new and live engagements.
• Performs initial review of payment spreadsheets to confirm all information required by Operations is present and accurate, including tax characterizations, wire instructions, and other key details, prior to authorizing solicitation.
• Coordinates with Operations to clarify open questions on solicitation, payment details, and tax reporting.
• Owns resolution when issues arise mid-transaction, communicating proactively with clients and internal teams to manage expectations and repair trust when needed.
• Participates in client visits as time and travel allow, for both existing relationships and new business development.
• Supports market research and lead generation through public deal information and maintains a database of pending and booked deals for trend and metric analysis (source, industry, deal size, etc.).

Required Qualifications & Skills

• 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 (e.g., know-your-customer requirements, ACH/wire payment process).
• Understanding of the M&A environment and key market segments on both sides (Buyer and Seller).
• Ability to understand, communicate, and explain the benefits and value behind industry-leading products and services.
• FINRA Series 6/7 is a bonus.
• 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.

Desired Characteristics

• Self-motivated and intellectually curious, with a high level of ownership over all aspects of the Relationship Managers work.
• Work well with others in SRSA to ensure the departments performance is cooperative, efficient and optimized.
• The ideal candidate will be able to work in a fast-paced environment as a member of team and with a high level of autonomy. within ones territory
• Collaborative.
• Amiable.
• Operates with highest integrity and attention to detail.
• Passionate about efficient, scalable business processes.
• Ability to prioritize and multi-task across many projects.

Physical Requirements/Special Demands

• Flexible availability (evenings and weekends rare, but occasionally required).
• The Director is expected to check emails and be highly responsive, sometimes beyond standard work hours., including weekends
• Ability to meet demanding deadlines and solve problems when unexpected issues arise