Director, Capital Solutions — Strategic Deals & Growth

RFG Advisory, LLC; Tennessee; Híbrido; USD 180 000 - 280 000; Tempo integral

Resumo da oferta

RFG Advisory, LLC, a wealth management innovator, is seeking a Director of Capital Solutions to drive sourcing and execution of acquisitions and minority investments. You will own the process from origination through close, and act as the Capital Solutions expert for the business development team.

The role requires exceptional financial modeling, strong written and verbal communication, and the ability to lead senior-level discussions with Advisors with minimal supervision.

Qualificações

• Experience sourcing and executing strategic transactions in wealth/advisory sector.
• Strong financial modeling and ability to present to senior advisors.
• Ability to lead senior-level discussions with Advisors with limited supervision.

Responsabilidades

• Source minority investments and tuck-in acquisitions within the Advisor base.
• Lead deal execution from term sheet to close with cross-functional teams.
• Develop capital solutions materials and present to Advisors and internal stakeholders.

Conhecimentos

Deal origination

Market development

Financial modeling

DCF modeling

Presentation skills

Senior stakeholder engagement

Ferramentas

Excel

PowerPoint

Descrição da oferta de emprego

RFG Advisory, LLC, a wealth management innovator, is seeking a Director of Capital Solutions to drive sourcing and execution of acquisitions and minority investments. You will own the process from origination through close, and act as the Capital Solutions expert for the business development team.

The role requires exceptional financial modeling, strong written and verbal communication, and the ability to lead senior-level discussions with Advisors with minimal supervision.