Escrow and Payment Solutions Director

Overview

The Escrow and Payment Solutions Director is responsible for delivering a high-touch client experience from deal kickoff through closing and into post-closing administration. This role quarterbacks pre-closing solicitation, payment, and escrow transactions (whether engaged as Escrow Agent or Paying Agent), coordinating across clients, Operations, Relationship Associate teams, and other internal support functions to ensure the right people receive the right amounts at the right time.

This is a highly cross-functional, relationship-driven position rather than a purely technical role. The work is dynamic, with day-to-day responsibilities that may include educating clients new to the process, coordinating multi-party fund flows, and resolving time-sensitive issues under real deadline pressure.

Responsibilities

• Serve as the primary point of contact and relationship owner for clients throughout the life of a deal, building trust and a working understanding of the organization’s capabilities.
• Coordinate pre-closing solicitation, payment, and escrow transactions from kickoff through closing and into post-closing administration, working in real time with clients, Operations, Relationship Associate teams, and other internal support teams.
• Develop and maintain deep product and systems knowledge to guide clients as the subject-matter expert on process and mechanics.
• Onboard new clients, walking them through the payment and escrow process and setting clear expectations for how the deal will run.
• Negotiate payment and escrow agreements, seeking legal support as needed, or applying own legal background if a licensed attorney.
• Direct and mentor Relationship Associates assigned to active deals, coordinating staffing across multiple simultaneous transactions.
• Ensure collection of KYC account opening forms and coordinate with the internal KYC team.
• Review and finalize forms and documents/materials to be solicited from shareholders.
• Field and generate inquiries from buy/sell-side counsel, corporate principals, and other transaction facilitators across both new and live engagements.
• Perform initial review of payment spreadsheets to confirm Operations-required information is present and accurate, including tax characterizations, wire instructions, and other key details, prior to authorizing solicitation.
• Coordinate with Operations to clarify open questions on solicitation, payment details, and tax reporting.
• Own resolution when issues arise mid-transaction by communicating proactively with clients and internal teams to manage expectations and repair trust when needed.
• Participate in client visits as time and travel allow for both existing relationships and new business development.
• Support market research and lead generation using public deal information, maintaining a database of pending and booked deals for trend and metric analysis (source, industry, deal size, etc.).

Requirements

• Minimum of 5 to 8 years of experience in M&A, banking, law and/or finance, or an equivalent combination of education, training, and experience.
• Graduate or legal degree preferred.
• General understanding of payment processes (including know-your-customer requirements and ACH/wire payment process).
• Understanding of the M&A environment and key market segments on both sides (Buyer and Seller).
• Ability to understand, communicate, and explain the benefits and value behind industry-leading products and services.
• FINRA Series 6/7 is a bonus.
• Strong knowledge of M&A and ability to quickly review and understand complex legal documents.
• Strong attention to detail and ability to manage multiple dynamic issues simultaneously.

Preferred Qualifications / Desired Characteristics

• Self-motivated and intellectually curious, with strong ownership over all aspects of the work.
• Ability to collaborate effectively with internal teams to ensure cooperative, efficient, and optimized departmental performance.
• Comfortable working in a fast-paced environment with a high level of autonomy.
• Collaborative, amiable, and operates with highest integrity and attention to detail.
• Passionate about efficient, scalable business processes.
• Ability to prioritize and multi-task across many projects.

Compensation & Benefits

• Salary range: $120,000k - $155,000k
• Day-one coverage: medical, dental, and vision plans
• 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
• Fitness credit
• Pre-tax plans for dependent care, transportation, and flexible spending

Location

This position is either:

• Hybrid out of the Denver, CO office, or
• Fully remote from within the Continental United States.

If the selected candidate lives within a 20-mile radius of the downtown Denver office, they will be classified as a hybrid employee, and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected.

If the selected candidate lives outside a 20-mile radius of the Denver office, they will be classified as a fully remote employee, and in-person onsite visits to the Denver headquarters will be required on average four times per year.

Additional Requirements

• Flexible availability; evenings and weekends are rare but may occasionally be required.
• The Director is expected to check emails and be highly responsive, sometimes beyond standard work hours, including weekends.
• This role does not sponsor or take over sponsorship of employment visas. 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.

Physical Requirements / Special Demands

• Ability to meet demanding deadlines and solve problems when unexpected issues arise.

EEO Statement

Candidates are assessed without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or auxiliary aids should be directed to Human Resources.