M&A Relationship Associate

SRS Acquiom; United States; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Day-one medical, dental, vision

401(k) with 4% match

Discretionary time off

Employer-paid life insurance

Employee Assistance Program

Pet insurance discount

Fitness credit

Pre-tax plans

Job summary

SRS Acquiom is seeking a Relationship Associate to manage pre-closing and post-closing escrow, payment, and solicitation transactions. You will collaborate with Relationship Managers and interact with outside counsel, principals, and internal teams to onboard appointments and ensure compliance with governing documents.

The role emphasizes an exceptional client experience, urgency, and detail‑oriented work as a bridge between deal parties and operations/payments teams.

Qualifications

• 3–5 years of experience in M&A, banking, or finance.
• Top‑notch customer service and written communication skills.
• Ability to learn payment processes and M&A basics quickly.

Responsibilities

• Coordinate with operations and payments teams to solicit and distribute proceeds.
• Review payment spreadsheets and forward to internal teams.
• Draft and finalize Letters of Transmittal and related documents.
• Update deal details in the internal database.
• Handle inquiries from principals, counsel, and shareholders.
• Ensure documents are properly loaded and tracked in the system.
• Support the sales team or Relationship Manager on meetings.

Skills

M&A experience

Customer service

Attention to detail

Communication

Time management

Education

Bachelor's degree

Tools

NetSuite

Job description

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

A Few Benefits Our Employees Enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is currently recruiting a Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with Relationship Managers on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions.

Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented.

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 February 1, 2027, two days per week in the office will be expected.

If the candidate selected lives outside a 20-mile radius 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 three times per year.

Compensation

The salary range for this position is between $70k - $80k, depending on level of experience.

Primary Responsibilities

• Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
• Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
• Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
• Updates deal specifics on the Agent’s internal database
• Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
• Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
• Responsible for tracking all pending and closed transactions
• Opportunity to accompany the sales team or the Relationship Manager on a sales meeting

Required Qualifications & Skills

• Minimum 3-5 years of experience (M&A, banking, or finance helpful)
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Top‑notch Customer Service and written communication skills
• Ability to become a subject matter expert in payment processes (e.g., know‑your‑customer requirements, ACH/wire payment process, etc.)
• Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
• Must be able to work within a group and handle the activities of an administrative assistant
• Ability to project manage and juggle various time‑sensitive tasks.
• NetSuite experience highly preferred, but not required

Desired Characteristics

• Self‑motivated
• Intellectually curious, receptive to feedback, and teaching
• Collaborative
• Ability to explain complex ideas in a simplified manner
• Attention to detail, even in a fast‑paced environment
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends, including occasionally checking email during off hours.
• We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy. If you apply for a role with us, we may collect and process recruiting-related information through our applicant tracking system, including your resume/CV, work history, education, references, communications, and recruiting-related metadata. For US candidates, we may also use tools within our applicant tracking system to help detect potentially fraudulent or spam applications by analyzing limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag suspicious patterns for human review. US candidates at certain stages of the recruiting process may be required to complete identity verification through CLEAR. In that process, candidates provide information directly to CLEAR, including biometric data, such a facial and iris scans, as well as government‑issued identification. CLEAR acts as an independent controller for the information it collects during verification. We receive only limited identity verification results/status and certain cross‑reference fields (such as name, email, phone number, and IP address) within our applicant tracking system, and we do not receive or store government ID images, images, or biometric data from CLEAR. For information on how CLEAR collects, retains, and destroys biometric data, please visit: https://www.clearme.com/clear1-credential-policy-crp.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.