Senior Director, Head of Shareholder Advisory

Overview

About SRS Acquiom

SRS Acquiom has built its reputation on redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve supported over 10,000 deals worth more than $1.7 trillion with speed, precision and less friction. Our solutions combine human expertise with technology across virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services. When brought together, these services form an end‑to‑end system that helps complex deals cross the finish line.

We’re committed to building careers as well as solutions. Internal mobility is part of how we grow, with opportunities to learn, stretch, and step into new roles as the business evolves. If you’re looking for entrepreneurial energy, growth and innovation, and a culture that supports your next career move, we’d love to talk.

A few benefits our employees enjoy

• 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
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Senior Director, Head of Shareholder Advisory is the operational head of the Shareholder Advisory team, responsible for ensuring exceptional execution and service to clients and their professionals. The role collaborates with other SRS Acquiom departments to provide SRSA products and services efficiently.

Location: This role can be hybrid and based in any SRSA office in Denver, Minneapolis, New York or San Francisco. Remote candidates may be considered with up to 20% travel per year.

Salary: The salary range for this position is between $220k and $250k, depending on experience level.

As Senior Director, Head of Shareholder Advisory, you would serve as the business manager for the Shareholder Advisory function within Professional Services, with responsibility for personnel development, budgeting, and strategic structuring.

This role owns the operational success of four primary functions: claims management, accounting, tax advisory, and project management. You will ensure profitability and long‑term growth of revenue-driving functions while aligning day-to-day operations with broader business objectives.

You will lead, coach, hire, and develop members of the Shareholder Advisory team to drive strong performance and engagement. Foster continuous improvement to enhance efficiency, client experience, and revenue performance. Collaborate with Advisory team members and cross‑functional partners to deliver SRSA products and services at the highest level of quality and efficiency.

Evaluate and establish performance metrics, define and monitor operational controls, assign tasks to ensure workload balance, and maintain common standards across key processes. Partner with stakeholders to maintain and enhance technology tools used to manage deals and client relationships. Identify opportunities to improve controls, efficiency, profitability, and growth within the Advisory team and support the expansion of the Shareholder Representation product.

• Post‑Graduate degree from an accredited law or accounting program
• At least 10 years of experience in an active legal or accounting practice
• Admission to the bar (JD equivalent) or credentialed accounting program (CPA equivalent) of any U.S. state or equivalent in the United Kingdom, Commonwealth, or European Union
• Proven affinity towards actively seeking solutions when none are readily evident
• Ability to manage multiple tasks simultaneously under tight deadlines
• Extremely detail oriented with meticulous attention to detail
• Ownership mindset with accountability and solutions
• Excellent written and verbal communication skills

• 5 years of formal people management experience leading…