Manager, Fulfillment

SRS Acquiom • Denver, CO

1d • 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.

Requirements

• 1-3 years of operational management experience, including direct supervisory oversight, preferred.
• 1-3 years of Banking/Financial services experience preferred.
• Bachelor’s degree or equivalent experience and/or training.
• Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Advanced knowledge of Microsoft Office Suite
• Experience using and training staff to use sophisticated CRM systems, such as NetSuite.
• FINRA-licensed Series 99 Operations Professional or ability to procure within first year from hire date.
• Availability to work a non-traditional work-week that may require more than 40 hours per week if needed
• Ability to work in an open office environment where noise may be a factor
• Ability to work under tight timelines
• Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process.

Nice To Haves

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Strong attention to detail

Responsibilities

• Acts as final approver for solicitation components, payment distributions, and daily reconciliation reports
• Ensures adherence to instruction letters for the release of escrow funds
• Defines, implements and monitors controls for the various approval processes, including creation and maintenance of team procedures
• Facilitates training in bi-weekly team meetings
• Coordinates a suite of processing methods for complex client requests and ensures delivery with precision
• Reviews payment instructions for deal transaction expenses, approves complete instructions for payment, or identifies deficiencies that require follow-up
• Facilitates FX trading
• Prepares and schedules completed system records for delivery and release into the banking systems according to payment method and bank system deadlines
• Identifies and implements process improvements to enhance customer experience, exceed SLAs, and improve efficiency
• Holds regular 1:1s with subordinates to discuss performance and support growth and career development
• Other duties as assigned

Benefits

• Day‑one coverage: medical, dental, and vision plans
• A 401(k) with a 4% company match
• Discretionary time off
• Employer‑paid life insurance, with the option to add extra coverage
• Employee Assistance Programs
• Discounted pet insurance
• A fitness credit

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree