Director, Capital Solutions

RFG Advisory • Dallas, TX

17h • $180,000 - $200,000

About The Position

RFG Advisory is seeking a Director, Capital Solutions to generate and execute strategic transactions for its Capital Solutions program. The role focuses on sourcing minority investments and tuck-in acquisitions, executing transactions from term sheet through closing, and serving as the primary Capital Solutions expert for the business development team. The successful candidate will build a proprietary sourcing engine, develop deal pipelines, conduct market mapping, model and assess opportunities, support transaction structuring, and prepare materials for stakeholders. The role also presents RFG’s Capital Solutions offering to Advisor teams and creates pro forma models and pitch materials that explain the financial impact of RFG’s platform. The position reports to the Chief Financial Officer and may be based in the Birmingham office or remotely. Birmingham employees follow a hybrid schedule of three days in-office and two remote; remote employees must travel to Birmingham occasionally, including for onboarding.

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 preparing 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 execution 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 executive commentary.
• High ownership and accountability for resources, investments, and outcomes.
• Willingness to network proactively, attend industry events, and identify opportunities.
• Ability to deliver complex work quickly without sacrificing accuracy or quality.
• Strong organization and reliability, with the ability to manage multiple workstreams.
• Curiosity about new concepts and technologies, including AI, that can enhance corporate development processes.
• Comfort 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, including creating clean, executive-ready decks 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.

Responsibilities

• Build and own a proprietary sourcing engine for tuck-in acquisitions within RFG’s existing Advisor base, identifying, prioritizing, and engaging Advisors who may sell, merge, or consolidate their practices.
• Coordinate with business development to create 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 landscape 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 structuring 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 RFG Capital Solutions value proposition and broader RFG story to Advisor teams.
• Build Advisor-level pro forma models comparing economics under RFG’s platform with an Advisor’s current economics, and explain deal terms through clear financial outputs.
• Create and refine pitch materials and presentation decks for the Capital Solutions and RFG story.
• Work 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, dental, and vision insurance, plus an RFG Advisory stipend.
• Flexible Spending Account for health and dependent care, and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director