Payments Manager
About The Position
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 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 the ability to procure within the first year from hire date.
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
- Approves daily bank reconciliations, researches, and identifies breaks and properly stores copies in accordance with compliance standards
- Prepares deal-level monthly reconciliation reports for delivery to the Senior Director
- Defines, implements, and monitors controls for the various record review processes
- Ensures all records received are reviewed and meet the requirements in accordance with SLAs so that follow-up can be handled in a timely manner
- Acts as secondary review for clearance of previously identified deficiencies to approve for payment
- Reviews payment instructions for deal transaction expenses, approves complete instructions for payment or identifies deficiencies that require follow-up
- Facilitates the completion of transfers of interest
- 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 career goals
- 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
- Pre‑tax plans for dependent care, transportation, and flexible spending
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
