Director, Capital Solutions — Equity Deals & Growth

RFG Advisory; Nashville (TN); Híbrido; USD 180.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity participation

Generous PTO

Health benefits

401(k)

Professional development

Descripción de la vacante

RFG Advisory is building a best-in-class Capital Solutions function to support aggressive growth. The Director, Capital Solutions leads sourcing, execution, and sales enablement to drive minority investments and M&A with independent Advisors nationwide.

You will own sourcing, modeling, and presenting complex opportunities to senior stakeholders, partnering with CFOs, Advisors, and the BD team to deliver value across the platform. This role blends finance leadership with strategic storytelling.

Formación

• 5-10 years of experience in investment banking, private equity, corporate development, or consulting.
• At least 2-4 years in a similar role at an acquisitive wealth management firm or broker-dealer; required.
• Proven track record sourcing investment and M&A opportunities.
• Experience building detailed models to support minority investments or M&A.
• Experience creating presentations for senior stakeholders.

Responsabilidades

• Deal Origination & Market Development: build a sourcing engine for tuck-in acquisitions and identify candidates.
• Deal Origution & Market Development: develop a structured pipeline with CRM tracking and analytics.
• Sales Enablement: present value propositions to Advisor teams with credibility and gravitas.
• Deal Execution: structure and advance opportunities; build transaction models (DCF, accretion/dilution).
• Deal Execution: analyze targets and support valuation, risk assessment, and closing.

Conocimientos

Deal origination

Financial modeling

Presentation skills

Executive communication

Relationship building

Market research

Strategic thinking

Team leadership

Educación

Bachelor's in Finance

MBA (strong plus)

CFA

Herramientas

Excel

PowerPoint

CRM

Bloomberg

Descripción del empleo

RFG Advisory is building a best-in-class Capital Solutions function to support aggressive growth. The Director, Capital Solutions leads sourcing, execution, and sales enablement to drive minority investments and M&A with independent Advisors nationwide.

You will own sourcing, modeling, and presenting complex opportunities to senior stakeholders, partnering with CFOs, Advisors, and the BD team to deliver value across the platform. This role blends finance leadership with strategic storytelling.