Senior Director, Head of Shareholder Advisory

Title: Senior Director, Head of Shareholder Advisory

Locations: Burlingame, California, United States; Denver, Colorado, United States; Minneapolis, Minnesota, United States; New York, New York, United States; San Francisco, California USA

Hybrid 

Job Description:

About SRS Acquiom

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.

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 for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is currently searching for a Senior Director, Head of Shareholder Advisory to be the operational head of our Shareholder Advisory team.

The Head of Shareholder Advisory manages attorneys, accountants, tax experts, paralegals, and other professionals and is responsible for ensuring Advisory provides exceptional execution and service to clients and their professionals.

The Head of Shareholder Advisory also works collaboratively with other SRS Acquiom departments to provide SRSA products and services in the most effective and efficient manner.

Location: This role can be hybrid and based in any of SRSA's office locations in Denver, Minneapolis, New York and San Francisco. Remote candidates may be considered, provided they are able to commit to meeting the requirements of traveling up to 20% of the year.

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

Primary Responsibilities:

As Senior Director, Head of Shareholder Advisory, you'd 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 overall operational success of Shareholder Advisory's four primary functions: claims management, accounting, tax advisory, and project management. The Senior Director, Head of Shareholder Advisory ensures the profitability and long-term growth of the group's revenue-driving functions while aligning day-to-day operations with broader business objectives.

In this role you will lead, coach, hire, and develop members of the Shareholder Advisory team to drive strong individual performance and sustained team engagement. Foster a continuous improvement mindset by consistently identifying opportunities to enhance business efficiency, client experience, and revenue performance. Work collaboratively 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 to monitor team effectiveness in detail, and collaborate with leadership to define, implement, update, and monitor operational controls. Assign tasks and projects to ensure appropriate workload distribution and maintain common standards and practices across key processes. Partner with stakeholders to maintain and enhance the technology tools used to manage deals and client relationships.

Identify opportunities to improve controls, efficiency, profitability, and growth within the Advisory team, and work closely with leadership to support the continued expansion of the Shareholder Representation product.

Required Qualifications & Skills:

• 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[LL1] [CM2]
• Proven affinity towards actively seeking solutions when none are readily evident
• Ability to manage multiple tasks simultaneously under tight deadlines and ad hoc requests
• Extremely detail oriented and meticulous attention to detail
• Innate drive towards ownership, accountability and solutions
• Extraordinary communication skills, both written and verbal

Preferred Experiences:

• 5 years of formal people management experience, specifically leading teams of attorneys and/or accountants
• Experience with M&A in an accounting, tax, or legal capacity
• If coming from a legal background, litigation experience either in-house or firm, ideally both
• Experience with negotiations, settlement, and mediation

Physical Requirements/Special Demands:

• Must be available to work standard business hours, and occasional nights/weekends if required by client demands.
• If not located in Denver or San Francisco, travel may be necessary up to 20% of the year and may not always be scheduled in advance.

We are unable to 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.

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. 

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.