Hybrid Escrow & Payments Director

SRS Acquiom Inc.; United States; Hybrid; USD 120,000 - 155,000; Full time

Benefits offered by this job

Day‑one medical/dental/vision coverage

401(k) with company match

Discretionary time off

Employer‑paid life insurance

Employee Assistance Programs

Pet insurance discount

Wellness/flex spending plans

Job summary

SRS Acquiom Inc. is seeking an Escrow and Payment Solutions Director to own the client experience from kickoff through post-closing administration.

In practice, you’ll act as the quarterback across clients, Operations, and internal teams to ensure the right people are paid the right amounts at the right time. This is a highly relationship-driven, cross-functional role with tight deadlines and high-stakes transactions.

Qualifications

• Minimum of 5 to 8 years of experience in M&A, banking, law and/or finance.
• Graduate or legal degree preferred.
• Understanding of payment processes (ACH/wire) and KYC.
• Strong knowledge of M&A and ability to review complex documents.
• Ability to manage multiple dynamic issues and deadlines.

Responsibilities

• Serve as primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of SRSA's 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.).

Skills

M&A experience

Finance knowledge

Relationship management

Attention to detail

Multi-tasking

Education

Graduate degree or JD preferred

Job description

SRS Acquiom Inc. is seeking an Escrow and Payment Solutions Director to own the client experience from kickoff through post-closing administration.

In practice, you’ll act as the quarterback across clients, Operations, and internal teams to ensure the right people are paid the right amounts at the right time. This is a highly relationship-driven, cross-functional role with tight deadlines and high-stakes transactions.