Payments Manager

Payments Manager

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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 deal makers 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. 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.

The Payments Manager oversees daily shareholder payments and leads a team handling shareholder communication, deliverables approval, payment processing, and reconciliation. The role ensures system maintenance, document compliance, SLA adherence, and payment deadlines. Upon licensing, the Payments Manager delivers payment files to the bank.

Required:

Series 99 FINRA license (or ability to procure within the first year). The role can be hybrid-based in Denver, CO, fully remote, but Denver area candidates will need to visit the office once a month to oversee mail processing.

Salary range: $95,000 – $105,000 (depending on experience).

• Approve daily bank reconciliations; research and identify breaks; store copies per compliance standards.
• Prepare deal‑level monthly reconciliation reports for the Senior Director.
• Define, implement, and monitor controls for record review processes.
• Ensure all records received meet SLA requirements for timely follow‑up.
• Act as secondary review for clearance of identified deficiencies.
• Review payment instructions; approve complete instructions or flag deficiencies.
• Facilitate completion of transfers of interest.
• Prepare and schedule completed system records for delivery into banking systems per deadlines.
• Identify and implement process improvements to enhance customer experience and efficiency.
• Hold regular 1:1s with subordinates to discuss performance and career goals.
• Other duties as assigned.

• 1‑3 years of operational management experience with supervisory oversight.
• 1‑3 years of banking/financial services experience preferred.
• Bachelor’s degree or equivalent experience.
• Experience managing multiple tasks with high attention to detail.
• Practical problem‑solving skills in varied environments.
• Advanced knowledge of Microsoft Office Suite.
• Experience training staff using CRM systems such as Net Suite.
• FINRA‑licensed Series 99 Operations Professional (or ability to procure within first year).

• Self‑motivated.
• Intellectually curious.
• Collaborative.
• Amiable.
• Highest integrity and attention to detail.
• Passionate about efficient, scalable business processes.
• Strong attention to detail.

• Availability to work a non‑traditional work‑week; may require more than 40 hours per week.
• Open office environment noise acceptable.
• Tight timeline work.
• Cannot sponsor visa; must be authorized to work in the US without current or future visa sponsorship.

Day‑one medical, dental, and vision coverage; 401(k) with 4% company match; discretionary time off; employer‑paid life insurance;
Employee Assistance Program; discounted pet insurance; fitness credit; pre‑tax plans for dependent care and transportation.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals 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 directed to Human Resources.