Director, Capital Solutions

RFG Advisory•Birmingham, AL

1d•Remote

About The Position

RFG Advisory is hiring a Director, Capital Solutions to generate and execute strategic transactions supporting the firm’s growth. The role focuses on sourcing minority investments and tuck-in acquisitions, executing transactions from term sheet through close, and serving as the primary Capital Solutions expert for the business development team. The Director will build deal flow, conduct market research, develop transaction analyses, and present the firm’s capital solutions to financial Advisors. The position reports to the Chief Financial Officer. The role may be based in the Birmingham office or remotely. Birmingham employees follow a hybrid schedule of three days in the office and two days remote. Remote employees should expect occasional travel to Birmingham, 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; specified 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 generating 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 execution from term sheet to closing.
Confident, professional communication skills and ability to present and sell capital solutions to financial Advisors credibly.
Exceptional written and verbal communication skills, including the ability to write clear memos, concise email updates, and executive commentary.
High ownership mentality and accountability for outcomes.
Proactive networking and willingness to attend industry events and identify opportunities.
Ability to deliver complex work products quickly without sacrificing accuracy or quality.
Strong organization, reliability, and ability to manage multiple workstreams.
Curiosity about new concepts and technologies, including AI, that can improve corporate development processes.
Comfort with ambiguity and evolving priorities in a fast-paced, private-equity-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 clear, executive-ready decks 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 among 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 other industry intermediaries to generate proprietary, off-market deal flow.
Map the independent Advisor market to identify actionable 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 inform valuation, structuring, and risk assessment.
Assist with deal structuring, including earn-outs, seller notes, equity structures, and revenue shares, and support execution 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 on 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 combining financial analysis, narrative, and visuals.
Work with the business development team to improve templates, assumptions, and messaging using AI-based automation techniques.