Director, Capital Solutions

RFG Advisory • Nashville, TN

19h • $180,000 - $200,000 • Hybrid

About The Position

RFG Advisory is seeking a Director, Capital Solutions to generate and execute strategic transactions through 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 Capital Solutions expert for the business development team. The Director will lead senior-level discussions with Advisors, develop transaction models and presentations, and support RFG's growth through organic initiatives and strategic acquisitions.

The position 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 must travel to Birmingham occasionally, including for onboarding. The Director 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.
• 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 transaction execution from term sheet to closing.
• Confident, professional communication skills and ability to present capital solutions and RFG's story credibly to financial Advisors.
• 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, industry-event participation, and opportunity identification.
• Ability to deliver complex work products 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 improve corporate development processes.
• Comfort working with ambiguity and changing 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 decks with strong structure and visuals.
• Experience using AI tools such as Claude, ChatGPT, or Microsoft Copilot to build financial models, design processes, and conduct 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.
• 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.
• Coordinate with the business development team to develop 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 actionable 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 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 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 an Advisor's current economics, and explain deal terms through clear financial outputs.
• Create and refine pitch materials and presentation decks that combine 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.
• 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