Director, Capital Solutions

RFG Advisory•Tampa, FL

20h•$180,000 - $200,000

About The Position

RFG Advisory is hiring a Director, Capital Solutions to generate and execute strategic transactions for its Capital Solutions program. This high-visibility role focuses on sourcing minority investments and tuck-in acquisitions, executing transactions from term sheet to close, and serving as the primary Capital Solutions expert for the business development team. The Director will build sourcing pipelines, develop relationships across the Advisor and financial services landscape, analyze and structure transactions, and present RFG's Capital Solutions offering to Advisors. The position may be based in RFG's Birmingham office or remotely. Birmingham employees follow a hybrid schedule of three days in-office and two days remote. Remote employees must travel to Birmingham occasionally, including for onboarding. The position reports to the Chief Financial Officer.

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.
A proven track record building detailed models to support minority investments or M&A.
Experience preparing management or investment committee-style presentations for senior internal and external stakeholders.
Strong understanding of corporate finance, valuation, complex investment and M&A transaction structures, and the execution process from term sheet to closing.
Confident, professional communication skills, including the ability to present and sell capital solutions programs to financial Advisors.
Exceptional written and verbal skills, including the ability to write clear memos, concise email updates, and commentary for senior executives.
High ownership mentality and accountability for firm resources, investments, and outcomes.
Willingness to proactively network, attend industry events, and identify opportunities.
Ability to produce complex work quickly without sacrificing accuracy or quality.
Strong organizational and time-management skills, with the ability to manage multiple workstreams.
Curiosity about new concepts and technologies, including AI, that can improve corporate development processes.
Comfort working with ambiguity and evolving priorities in a fast-paced, PE-backed environment.
Outstanding Excel skills, including fully linked three-statement models, sensitivity and scenario analysis, debt schedules, waterfalls, and returns analysis.
Advanced PowerPoint skills and ability to create clean, executive-ready presentations with strong structure and visuals.
Experience using AI tools such as Claude, ChatGPT, or Microsoft Copilot for financial modeling, process design, and data analysis.
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.

Responsibilities

Build and own a proprietary sourcing engine for tuck-in acquisitions within RFG's existing Advisor base, identifying and engaging Advisors who may sell, merge, or consolidate their practices.
Work with the business development team to develop and manage 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 teams 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 potential acquisitions, capital investments, and Advisor deals.
Analyze target firms' financials, client bases, and business models to support valuation, deal structuring, and risk assessment.
Assist with deal structures involving earn-outs, seller notes, equity structures, and revenue shares, and support transactions from term sheet through definitive legal documentation.
Prepare investment committee-style memos, deal summaries, and supporting exhibits for internal and external stakeholders.
Present RFG's Capital Solutions value proposition and broader company story to Advisor teams.
Build Advisor-level pro forma models comparing economics under RFG's platform with Advisors' current economics, and explain deal terms through clear financial outputs.
Create and refine pitch materials and presentation decks combining financial analysis, narrative, and visuals.
Partner with the business development team to improve templates, assumptions, and messaging using AI-based automation techniques.

Benefits

Performance-based variable compensation, representing 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 insurance.
Dental insurance.
Vision insurance.
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.
Life insurance.
Surface Pro and home office setup.
Pet insurance.
Continuing education and professional development support.