Director, Capital Solutions

RFG Advisory; Atlanta (GA); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Hybrid work model

401(k) with Safe Harbor

Job summary

RFG Advisory seeks a Director of Capital Solutions to source minority investments and tuck-in acquisitions, lead deal execution from term sheet to close, and serve as the Capital Solutions expert for the business development team. The role requires exceptional financial modeling, flawless written and verbal skills, and comfort leading senior-level discussions with Advisors with minimal supervision.

The position reports to the Chief Financial Officer and offers a hybrid work arrangement with

Qualifications

• 5-10 years of experience in investment banking, private equity, corporate development, or consulting.
• 2-4 years in a similar acquisitive wealth-management role; required.
• Demonstrated experience sourcing investment and M&A opportunities.
• Proven track record building detailed models for minority investments or M&A.
• Experience creating management or IC-style presentations.

Responsibilities

• Origination: build a proprietary sourcing engine for tuck-in acquisitions and engage advisor targets.
• Deal execution: structure and advance capital solutions, build transaction models, assess targets.
• Sales enablement: present value proposition to advisors and translate terms into clear financial outputs.

Skills

Investment banking

Private equity

Corporate development

M&A

Financial modeling

Presentations

Senior-level discussions

Education

Bachelor's degree in Finance/Accounting/Economics/Engineering

CFA/MBA/CA a strong plus

Tools

Excel (3-statement models)

PowerPoint

AI tools (Claude/ChatGPT Copilot)

Job description

RFG Advisory is an innovator in the wealth management industry, partnering with independent financial Advisors across the country and backed by leading private equity investors. The firm is focused on aggressive, disciplined growth through a combination of organic initiatives and strategic acquisitions, and is building a best-in-class corporate development and capital solutions function to support that journey.

The Director, Capital Solutions is a high-visibility, high-expectation role for someone with investment banking, private equity, or corporate development training who can generate and execute strategic transactions as part of RFG's Capital Solutions program. You will own three core areas: sourcing minority investments and tuck-in acquisitions, executing deals from term sheet to close, and serving as the primary Capital Solutions expert for the business development team. The ideal candidate is exceptional at financial modeling and presentation-building, has flawless verbal and written skills, and is comfortable leading senior-level discussions with Advisors with limited supervision.

Location:

• If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote).
• If remote, occasional travel to Birmingham will be required including onboarding.

Reports to:

Chief Financial Officer

What You'll Do

Deal Origination & Market Development

• Build and own a proprietary sourcing engine for tuck-in acquisitions within RFG's existing Advisor base, systematically identifying, prioritizing, and engaging Advisors who are candidates to sell, merge, or consolidate their practices.
• Coordinate with the business development team to develop a structured pipeline for minority and majority investment opportunities, including target identification, outreach cadence, CRM tracking, and conversion analytics.
• Cultivate relationships with Advisors, investment bankers, custodians, recruiters, and industry intermediaries to generate proprietary, off-market deal flow.
• Conduct ongoing market mapping of the independent Advisor landscape to surface actionable acquisition and capital solutions opportunities.

Deal Execution

• Partner with leadership, finance, and business development teams to structure and advance Capital Solutions opportunities for Advisors in the recruiting pipeline.
• Build and maintain transaction models including DCF, accretion/dilution, and returns analysis for potential acquisitions, capital investments, and Advisor deals.
• Analyze target firms' financials, client bases, and business models to support valuation, structuring, and risk assessment.
• Assist with deal structuring across earn-outs, seller notes, equity structures, and revenue shares, and support transaction execution from term sheet to definitive legal documentation.
• Prepare IC-style memos, deal summaries, and supporting exhibits for internal and external stakeholders.

Sales Enablement

• Present the RFG Capital Solutions value proposition credibly to Advisor teams, articulating our programs and the broader RFG story with conviction and gravitas.
• Build Advisor-level pro-forma models that show economics under RFG's platform versus an Advisor's current economics, and translate deal terms into clear, intuitive financial outputs Advisors can understand.
• Create and refine pitch materials and presentation decks that combine numbers, narrative, and visuals into a compelling Capital Solutions and RFG story.
• Partner with the business development team to continuously improve templates, assumptions, and messaging using AI-based automation techniques.

Requirements

Experience

• 5-10 years of experience in investment banking, private equity, corporate development, or consulting.
• At least 2-4 years of experience in a similar role at an acquisitive wealth management firm or broker-dealer actively pursuing M&A, minority investments, or Advisor consolidation; required and non-negotiable.
• Demonstrated experience sourcing high-quality investment and M&A opportunities.
• Proven track record building detailed models to support minority investments or M&A.
• Experience generating management or IC-style presentations for senior internal and external stakeholders.

Skills & Competencies

• Strong understanding of corporate finance, valuation, and complex investment and M&A transaction structures, and the execution process from term sheet to closing.
• Confident, professional communicator able to sell RFG's capital solutions programs and the broader RFG story to financial Advisors with credibility and gravitas.
• Exceptional written and verbal skills; able to write clear memos, crisp email updates, and concise commentary for senior executives.
• High ownership mentality; treats the firm's resources and investments with individual responsibility and accountability for outcomes.
• Eager to proactively network, attend industry events, and identify opportunities rather than waiting for deals to come to you.
• Able to turn around complex work products quickly without sacrificing accuracy or quality.
• Highly organized, reliable, and comfortable managing multiple workstreams simultaneously.
• Deeply curious about new concepts and technologies, including AI, that can enhance corporate development processes.
• Comfortable with ambiguity and evolving priorities in a fast-paced, PE-backed environment.

Technology & Tools

• Outstanding Excel skills including fully-linked 3-statement models, sensitivity and scenario analysis, debt schedules, waterfalls, and returns analysis.
• PowerPoint power user; able to create clean, executive-ready decks with strong structure and visuals.
• Experience leveraging AI tools including Claude, ChatGPT, or Microsoft Copilot to build financial models, design processes, and conduct data analysis.

Education

• Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related quantitative field.
• CFA (Level I, II, or III), MBA, or CA designation is a strong plus.

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.

Benefits And Compensation

Base Salary: $180,000-$200,000

• Performance-based variable compensation, which represents the majority of your total target earnings
• Equity participation in a PE-backed, high-growth platform
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support