Director, Capital Solutions

RFG Advisory•Birmingham, AL

17h

About The Position

RFG Advisory is seeking a Director, Capital Solutions to generate and execute strategic transactions as part of its Capital Solutions program. The role focuses on sourcing minority investments and tuck-in acquisitions, executing deals from term sheet through closing, and serving as the primary Capital Solutions expert for the business development team. The Director will work with leadership, finance, and business development teams and lead senior-level discussions with financial Advisors. The position can be based in the Birmingham office or remotely. Birmingham employees work a hybrid schedule of three days in-office and two days remote; remote employees should expect occasional travel to Birmingham, including for onboarding. The position reports to the Chief Financial Officer. RFG Advisory partners with independent financial Advisors and is pursuing growth through organic initiatives and strategic acquisitions. Its culture emphasizes collaboration, innovation, disciplined execution, accountability, and continuous improvement. The hiring process may use automated tools to assist with resume review, while qualified human reviewers make hiring decisions.

Requirements

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; stated as 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 creating management or IC-style presentations for senior internal and external stakeholders.
Strong understanding of corporate finance, valuation, complex investment and M&A transaction structures, and deal execution from term sheet to closing.
Confident, professional communication skills, including the ability to present and sell capital solutions programs to financial Advisors credibly.
Exceptional written and verbal communication skills, including the ability to write memos, concise email updates, and commentary for senior executives.
Strong ownership, accountability, networking, organization, and multitasking skills; able to manage multiple workstreams and work proactively in a fast-paced environment.
Ability to deliver complex work products quickly without sacrificing accuracy or quality.
Comfort with ambiguity and evolving priorities in a PE-backed environment.
Outstanding Excel skills, including fully linked three-statement models, sensitivity and scenario analysis, debt schedules, waterfalls, and returns analysis.
PowerPoint proficiency and ability to create executive-ready presentations with strong structure and visuals.
Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related quantitative field.

Nice To Haves

CFA (Level I, II, or III), MBA, or CA designation.
Experience leveraging AI tools such as Claude, ChatGPT, or Microsoft Copilot to build financial models, design processes, or conduct data analysis.
Curiosity about new concepts and technologies, including AI, that can enhance corporate development processes.

Responsibilities

Build and own a proprietary sourcing engine for tuck-in acquisitions among RFG's existing Advisor base, identifying, prioritizing, and engaging Advisors who may sell, merge, or consolidate their practices.
Coordinate with business development to build 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.
Map the independent Advisor market to identify acquisition and capital solutions opportunities.
Partner with leadership, finance, and business development to structure and advance Capital Solutions opportunities for Advisors in the recruiting pipeline.
Build and maintain transaction models, including DCF, accretion/dilution, and returns analyses for 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 structures involving earn-outs, seller notes, equity structures, and revenue shares, and support execution from term sheet through definitive legal documentation.
Prepare IC-style memos, deal summaries, and supporting exhibits for internal and external stakeholders.
Present the Capital Solutions value proposition and broader RFG story to Advisor teams.
Build Advisor-level pro forma models comparing economics on RFG's platform with an Advisor's current economics, and translate deal terms into clear financial outputs.
Create and refine pitch materials and presentations combining financial information, narrative, and visuals.
Work with the business development team to improve templates, assumptions, and messaging using AI-based automation techniques.

Benefits

Base salary of $180,000–$200,000, plus performance-based variable compensation that represents the majority of total target earnings.
Equity participation in a PE-backed, high-growth platform.
Generous paid time off, holidays, and a Charitable Service Day.
Health, dental, and vision insurance, plus an RFG Advisory stipend.
Flexible Spending Account for health and dependent care, plus an HSA for applicable coverage.
Lifestyle Spending Account.
401(k) with Safe Harbor contribution.
Paid parental leave.
Short- and long-term disability insurance and life insurance.
Surface Pro and home office setup.
Pet insurance.
Continuing education and professional development support.