Institutional Client Relations Director

SRS Acquiom • Denver, CO

1d • $165,000 - $175,000 • Hybrid

About The Position

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

SRS Acquiom seeks a driven and enthusiastic lawyer to serve as an Institutional Client Relations Director, focusing primarily on deals venued in the United States, Canada, and Israel. The Director will work closely with lead investors on engagements where SRS Acquiom serves as the post-closing shareholders’ representative. Lead investors typically include founders, C-suite executives, and institutional investors such as venture capital and private equity funds.
The Director will meet with lead investors to discuss relevant deal terms and coordinate post-closing activities shortly after closing. The Director will serve as an escalation point for lead investors and also internally where SRSA members require direction or insight throughout the deal’s post-closing lifecycle. This is a highly client-facing role, and the Director must be comfortable communicating with clients by videoconference and otherwise numerous times per day. The Director must be able to understand and succinctly discuss deal terms with lead investors.

Requirements

• J.D. from a reputable law school.
• At least five years legal experience in corporate, securities, contract, or business litigation environments.
• Registered to practice law in a U.S. or Canadian jurisdiction
• Comfortable with understanding and discussing complex written contracts

Nice To Haves

• Experience with M&A complex commercial, corporate, or securities matters (litigation or transactional) with a reputable law firm, financial institution, or company.
• Solution-oriented and client-focused mindset
• Self-motivated and independent
• Creative problem-solving skills
• Ability to manage multiple tasks simultaneously under tight deadlines
• Extremely detail-oriented and meticulous
• High degree of responsibility and ownership over issues
• Excellent oral and written communication skills

Responsibilities

• Serve as primary client contact for lead investors on post-closing transaction management.
• Communicate with lead investors on deals venued primarily in the United States, Canada, Israel, and occasionally other locations worldwide, regarding post-closing deal terms and activities.
• Schedule and lead introductory videoconference calls with lead investors to discuss post-closing deal terms and anticipated workflows.
• This position involves heavy use of videoconference calls with lead investors. An average day may consist of one to as many as five videoconference calls with different investor groups. Calls with investors in Israel and other locations outside North America are generally during or adjacent to standard North American business hours.
• Interpret, analyze, and understand M&A deal documents sufficient to provide guidance to lead investors and internal departments.
• Resolve lead investor escalations by deploying appropriate internal resource or handling directly as appropriate.
• Collaborate in a collegial manner with other teams and groups within the Company.
• Actively participate, or take the lead on, special projects as needed.
• Assist Business Development team with outreach and relationship management as required.
• Thought leadership through webinars and written pieces as appropriate.
• Other duties as assigned.

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree