Director, Payments Operations

🏢 Summary: The Tax Operations role focuses on ensuring accurate and compliant tax reporting across the lifecycle of investor payments, including validation of tax documents and year-end reporting data. The position involves mitigating withholding risks, resolving data discrepancies, and supporting process improvements to enhance service delivery. It requires strong attention to detail, discretion, and proficiency with Microsoft Office tools in a fast-paced financial services environment. 🗂️ Requirements: 2–5 years of experience in operations or production services, Experience in financial services industry, Ability to manage multiple transactions in a fast-paced environment, Strong attention to detail, High level of discretion handling confidential information, Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint), Ability to work independently and collaboratively, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Excel, Outlook, Word, PowerPoint, Tax, Reporting, Data, MicrosoftOffice 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. 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 A fitness credit to back your health and wellness goals Pre-tax plans for dependent care, transportation, and flexible spending Position Summary As part of the Tax Operations team, this position plays a central role in ensuring accurate and compliant tax reporting across the full lifecycle of investor payments. Core responsibilities include receiving and validating individual tax documents, identifying payments that require additional withholding or reporting instruction, and interpreting data from multiple sources to resolve discrepancies prior to payment. Throughout the year, this role is responsible for validating deal-level tax reporting data to support the accurate generation of year-end tax forms for sophisticated investors. Given the confidential and sensitive nature of the communications involved, a high degree of discretion is essential. Beyond transactional processing, this position contributes to process improvement initiatives and participates in departmental planning, with a focus on exceeding service level agreements and delivering an accurate, positive experience for payees. The role also requires the flexibility to manage client-specific fulfillment requests, tracking and executing on unique requirements as they arise. Compensation The salary range for this position is between $68k and $77k, depending on experience level. Primary Responsibilities Receive, validate, and route individual tax documents appropriately Mitigate risk by identifying shareholder payments that require additional withholding or reporting instruction prior to payment being made Validate deal-level tax reporting data throughout the year to accurately generate year-end tax forms Interpret data provided from multiple sources to identify and resolve discrepancies Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve departmental efficiency Meet unique requirements based on individual fulfillment requests from clients and track items as needed Actively participate in planning of long- and short-term objectives as it relates to departmental functions Other duties as assigned Required Qualifications & Skills 2-5 years of related business experience in operations or production services, preferably in the financial services industry Ability to work collaboratively and build relationships across the organization Ability to work in a fast-paced environment and handle multiple transactions at one time Excellent interpersonal, communication, and presentation skills Discretion is essential in this role, as confidential, sensitive communications are broadly distributed to sophisticated investors Self-motivated, self-starter with the ability to work independently with a high level of autonomy and as part of a team Strong attention to detail Proficient with Microsoft Office Products (Outlook, Excel, Word, PowerPoint) Bachelor's Degree preferred Physical Requirements/Special Demands Standard business hours with longer hours and possibly weekends in December, January & February of each year The office environment is collaborative, and people work in close proximity to one another. Noise and distractions are to be expected Seated most of the time using a computer, keyboard, and mouse Travel not required 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. 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. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their 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 the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: Senior Data Engineer role focused on building and scaling an internal data platform that enables secure, governed, and self-service access to data for software development and analytics teams. The position involves designing data architectures, implementing pipelines, and ensuring compliance, security, and high availability across AWS-based infrastructure. This is a fully remote role within the Continental U.S. with competitive compensation and comprehensive benefits. 🗂️ Requirements: B.S. in Computer Science or equivalent experience, 6+ years of SQL experience, 6+ years of relational database design and programming (PostgreSQL, MySQL), Experience managing AWS data infrastructure (S3, RDS, Kafka, Glue, Athena, etc.), Experience with Java, JavaScript, or Python, Experience with modern data architectures (event-driven, CDC, pub/sub), Experience with API platform design and security practices, Legal authorization to work in the U.S. without visa sponsorship 📃 Skills: SQL, PostgreSQL, MySQL, PLpgSQL, AWS, S3, RDS, Kafka, Glue, Athena, QuickSight, DataZone, Java, JavaScript, Python, API, CDC, PubSub, CI/CD, Docker, Kubernetes, Terraform, NetSuite, Salesforce, Workday, Pendo, Grafana, Kibana, Elasticsearch, OpenTelemetry, Boomi, HIPAA, PCI, SEC, FINRA, Agile, Kanban 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. 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 We are growing our Platform Engineering team and are looking to add a Senior Data Engineer who will be able to help build our internal data platform. This data platform is central to ensuring that our software development and data analytics teams have governed access to the data they need. As a Senior Data Engineer on the Platform Team, you will be a part of driving the design, development, and implementation of our data platforms. Your responsibilities include partnering with the architect and engineering teams in developing our platform, as well as providing best practices and approaches to ensure security, resiliency, and availability of solutions. You will be challenged to create strategies that ensure the secure consumption of the platform through continuous innovation, simplification, and self-service automation. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Participate in all initiatives keeping all compliance, security and regulatory needs satisfied Be a thought leader by staying abreast of current and emerging technologies and industry trends. Work with your peers to design and build data platform capabilities and incorporate the necessary automations and tool configurations that ensure agile delivery and secure consumption Design and implement processes and tools that enable product engineering and BI/Analytics teams to consume an extensible and scalable data platform, which enforces all needed governance and consistent operational models Be a trusted advisor for initiatives by providing objective, practical, and relevant ideas, insights, and advice while also building organizational partnerships and networks to ensure comprehensive capabilities are developed with input from appropriate business and Engineering resources Directly support the use and delivery of data platform services in the organization Ensure that all data platform solutions follow established security and compliance controls Maintain existing and future software services code and configuration Make recommendations for improvements to existing architecture Help implement new technologies for future deployment Provide technical guidance, knowledge transfers, and mentorship to clients on their data platform adoption Help implement and improve the development of data pipelines Other duties as assigned Required Qualifications & Skills B.S. in Computer Science or equivalent experience, 6+ years of experience with and strong working knowledge of SQL required, and understanding of data models is preferred 6+ years of experience with or strong knowledge of Postgresql, MySQL, or other relational database design and programming: stored procedures, functions, PL/pgSQL Experience with or working knowledge of managing AWS Data Infrastructure: S3, RDS, Managed Streaming Kafka, Lake Formation, Glue, Glue Data Catalog, Athena, Quicksight, DataZone Experience with systems engineering and/or software development: Java, Javascript, Python Experience with modern API platform design, security practices, and data architectures: event-driven architecture, change data capture, pub/sub Preferred Qualifications & Skills Experience with cloud solution design patterns: CI/CD, Docker, Kubernetes, containers, microservices, distributed caching Experience with Terraform scripting Experience with data integrations from third-party platforms: NetSuite, Salesforce, Workday, Pendo Experience with reporting and analytic tools: Grafana, Kibana, Elasticsearch, Open Telemetry Experience with ETL processes, projects, and tooling: Boomi Understanding of systems hardening and secure systems configuration Experience with regulatory compliance standards: HIPAA, PCI, SEC, FINRA Excellent written and verbal communication skills, with the ability to present complex technical information in a clear and concise manner to a variety of audiences Understanding of Agile/Kanban methodologies Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity and attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multitask across many projects Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year ** 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. Learn more in our Privacy Policy. 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. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their 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 the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: Business Intelligence Analyst responsible for sales reporting, forecasting, and CRM/ERP data analysis to deliver actionable insights and executive dashboards. The role focuses on Salesforce data quality, KPI tracking, and supporting new CRM initiatives including API integrations. This is a hybrid position supporting data-driven decision-making across sales and marketing operations. 🗂️ Requirements: Bachelor's degree or equivalent experience, 3+ years of experience in an analytical role, 2+ years of Salesforce experience, Intermediate to advanced Excel skills, Experience with sales reporting and data analysis, Ability to work with CRM and ERP systems, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Salesforce, NetSuite, Excel, Tableau, PowerBI, CRM, ERP, CPQ, RevenueCloud, APIs, Pitchbook 🏢 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 This Business Intelligence Analyst role will support the execution and continuous improvement of sales reporting and business intelligence, leveraging our CRM, ERP, and other technological platforms to turn raw data into actionable insights. The company currently utilizes Salesforce for its CRM platform and NetSuite for its ERP platform. The Business Intelligence Analyst will be highly detail-oriented, possess excellent communication skills, be able to assemble and present findings, thrive when working with data, analyze results, and understand key drivers of our business. Location: This is a hybrid position based in our Denver, CO office. Compensation: The salary range for this position is between $75k and $82k, depending on experience level. Primary Responsibilities Sales forecasting, pipeline management, tracking metrics against production goals, building out new CRM capabilities, and executive reporting. Support and maintain data quality in Salesforce Analysis of sales and marketing activity through researching deal documentation to identify trends and confirm results Create data visualizations and dashboards to track KPIs Help with special data and business intelligence projects Coordinate, analyze, and meet data needs among various stakeholder groups Project Management of new CRM initiatives, including API integrations Required Qualifications & Skills Bachelor's degree or equivalent experience 3+ years of experience in an analytical capacity 2+ years of Salesforce experience Intermediate to advanced Excel skills Strong analytical, critical thinking, and presentation skills Preferred Qualifications: Experience in financial services or B2B Salesforce Administrator or other certifications Experience with CPQ, Revenue Cloud, or other pricing software Some experience with market research - Pitchbook or other financial databases, research from published data sources Experience with ERP system Tableau or Power BI experience Desired Characteristics Self-motivated Intellectually curious Collaborative Amiable Operates with the highest integrity Strong attention to detail Passionate about efficient, scalable business processes Ability to prioritize and multi-task across many projects ** 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. Learn more in our Privacy Policy. 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. With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their 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 the provision of auxiliary aids should be directed to Human Resources.

🏢 Summary: Remote Onboarding Associate role supporting M&A transaction onboarding, client communication, reconciliations, and post-closing processes in a fast-paced financial environment. The position involves coordinating deal documentation, wire verifications, reporting, and collaboration with internal teams and M&A attorneys. Candidates should have financial industry experience, strong analytical skills, and advanced Microsoft Office proficiency. 🗂️ Requirements: 2-3 years of experience in the financial industry, Bachelor's Degree preferred or equivalent experience, Advanced knowledge of Excel, Advanced knowledge of Word, Ability to manage multiple time-sensitive tasks, Strong analytical skills, Strong organizational skills, Excellent written and oral communication skills, Experience working in fast-paced environments, Ability to work independently and collaboratively, High attention to detail, Ability to maintain confidentiality, Legal authorization to work in the United States without visa sponsorship 📃 Skills: Excel, Word, NetSuite, M&A, Reconciliations, Reporting, Documentation, Analysis, Onboarding, Finance 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. 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. Benefits - Day-one coverage: medical, dental, and vision plans - 401(k) with a 4% company match - Discretionary time off - Employer-paid life insurance - Employee Assistance Programs - Discounted pet insurance - Fitness credit - Pre-tax plans for dependent care, transportation, and flexible spending Position Summary SRS Acquiom is currently recruiting for an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires the development and maintenance of processes related to client communication and support. This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail-oriented individual with a strong work ethic. This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. This role requires standard working hours in Mountain Time. Compensation for this position is between $31.00 and $35.00 per hour, depending on experience. Primary Responsibilities - Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product - Communicate with sell or buy-side M&A attorneys for post-closing follow-ups - Perform wire callback verification for company products - Track all pending and closed transactions - Assist with executing agreements - Onboard new deals by collecting M&A documents and uploading them into the system of record - Collect fees and funding from M&A transaction closings - Respond to client questions regarding accounts and post-close issues - Facilitate special projects related to onboarding M&A deals - Assist internal teams with closing and closed deal-related tasks - Complete reconciliations by reviewing the system of record and comparing reports - Compile, analyze, and send reports to senior leadership - Collaborate with internal groups to ensure fees and wires are routed appropriately - Perform additional administrative or project-related duties as assigned Required Qualifications & Skills - 2-3 years of experience in the financial industry - Bachelor's Degree preferred, or equivalent education and experience - Excellent written and oral communication skills - Experience prioritizing multiple detail-oriented tasks in a fast-paced environment - Advanced knowledge of Microsoft Office, including Excel and Word - NetSuite experience is beneficial but not required - Ability to work within deadlines and complete work in a timely manner - Ability to take ownership of issues and follow through to resolution - Ability to work independently and collaboratively - Strong attention to detail - Strong analytical and organizational skills - Ability to manage multiple time-sensitive tasks in a deadline-driven environment - Maintain a high level of confidentiality and integrity Desired Characteristics - Self-motivated - Intellectually curious - Collaborative - Ability to learn and apply new skills - Highly motivated self-starter - Operates with integrity and attention to detail - Passionate about efficient and scalable business processes - Ability to prioritize and multitask across projects Physical Requirements/Special Demands - Ability to work irregular hours, including nights or weekends if required - Ability to work in a fast-paced environment - Ability to travel to the corporate office in Denver, Colorado - Must be able to operate standard office productivity equipment Candidates must be legally authorized to work in the United States without current or future visa sponsorship. Fraud and spam screening tools may analyze limited technical and contact information to flag suspicious activity during the application process. This job description is not designed to cover all activities, duties, or responsibilities required of the employee. Duties and responsibilities may change at any time. SRS Acquiom assesses qualified individuals without regard to protected characteristics and provides reasonable accommodations where required.

🏢 Summary: Senior Software Engineer role on a cross-functional Agile team, responsible for designing, building, and scaling server-side web applications and services for complex financial transaction platforms. The position combines hands-on development, technical leadership, mentoring, and ownership of applications deployed in containerized, cloud-based environments. Fully remote within the U.S., with competitive compensation and comprehensive benefits. 🗂️ Requirements: Experience in server-side development with PHP/Laravel, Experience with relational databases (MySQL or MariaDB), Experience with caching and in-memory data stores (Redis or Memcached), Experience with asynchronous processing and message queues, Experience integrating third-party APIs (REST, OAuth, webhooks), Experience with unit, integration, performance, API, and database testing, Experience with secure coding practices and security tooling (OWASP), Experience with monitoring, logging, and observability tools, Experience with Docker and Kubernetes, Experience with CI/CD pipelines and automated deployments, Strong knowledge of object-oriented programming, design patterns, and data structures, Experience working in Agile environments, Experience across full software development lifecycle (code reviews, source control, build, testing, deployment), Legal authorization to work in the United States without visa sponsorship 📃 Skills: PHP, Laravel, MySQL, MariaDB, Redis, Memcached, REST, OAuth, Webhooks, Docker, Kubernetes, CI/CD, OWASP, API, Git, SQL 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. 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 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 seeking a Senior Software Engineer and technology leader that will work with a dedicated, cross-functional Agile product team in a diverse, fast-paced environment. Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average, three times per year. Compensation: The salary range for this position is between $145k and $160k, depending on experience level. Primary Responsibilities Develop software solutions by understanding acceptance requirements, studying documentation and system workflows; investigating problem areas; following the software development lifecycle Organize and lead collaborative team-driven solution design sessions Mentor and support fellow team members Collaborate with the Scrum Team and Product Owner to ensure complete and succinct acceptance criteria Write effective and complete unit, acceptance, and integration tests Support and develop software engineers by providing advice, coaching, and educational opportunities Grow engineering teams by recruiting and participating in the interview process Make informed software decisions and take ownership of services and applications at scale Consistently thrives in a collaborative team environment Be a persistent, creative problem solver Stay on the leading edge of software engineering practices Understand business needs and know how to create the tools to manage them Protect the company by keeping information confidential Required Qualifications & Skills Experience in server-side software development, ideally PHP/Laravel Experience using relational databases, ideally MySQL/MariaDB Experience with caching and in-memory data stores such as Redis or Memcached Experience with asynchronous processing using message queues and background job workers Third-party API integration experience (REST, OAuth, webhooks) Experience with unit, integration, and performance testing, as well as API/database testing Familiarity with static analysis, code quality, and security tooling, with an understanding of secure coding practices (e.g., OWASP Top 10), especially when handling sensitive or financial data Experience with application monitoring, logging, and observability tooling Experience with modern containerization technologies, including Docker and Kubernetes, and the supporting infrastructure required to deploy, manage, and scale containerized applications Experience with CI/CD pipelines and automated build/deployment processes Demonstrated mentoring and training experience Strong documentation habits Agile environment experience Experience building complex web systems successfully delivered to customers Ability to design and deliver features iteratively in a team environment Experience communicating with users, other technical teams, and management to gather requirements, identify tasks, provide estimates, and meet production deadlines Experience with professional software engineering best practices across the full software development life cycle, including coding standards, code reviews, source control management, build processes, testing, and deployments Good understanding of object-oriented development, classical design patterns, and data structures Nice to Have Experience integrating with ERP systems, ideally NetSuite SuiteScript, RESTlets, OAuth 1.0 TBA Experience with e-signature platforms such as DocuSign or Adobe Sign Embedded signing, envelopes, webhooks Experience in fintech or other regulated industries handling sensitive PII, payment, or tax data Experience with SSO / identity providers such as Auth0 Experience integrating financial/verification services Familiarity with Redis-backed sessions, caching, and queue architectures Experience with Bitbucket Pipelines or similar CI/CD platforms deploying to AWS EKS / Kubernetes Physical Requirements/Special Demands Must be available to work standard business hours and occasional nights/weekends. Travel is required up to three times per year. 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 to flag patterns that may indicate automated, inauthentic, or suspicious activity. 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 at any time. Equal Opportunity Employment With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to protected status. Requests for reasonable accommodation should be directed to Human Resources.

🏢 Summary: Thought Leadership Associate role supporting content creation, project coordination, marketing operations, and data-driven thought leadership initiatives across M&A and financial services. The position involves drafting professional content, managing multi-stakeholder projects, supporting webinars and training programs, and contributing to AI-driven workflow improvements. Hybrid or remote work is available within the U.S. with periodic travel requirements. 🗂️ Requirements: Bachelor's degree, 7+ years of professional experience in legal practice, financial services, corporate environments, content development, or related fields, Experience drafting and editing professional content, Experience coordinating or managing cross-functional projects, Proficiency with Microsoft Office Suite, Strong organizational and deadline management skills, Ability to work independently in a fast-paced environment, Strong interpersonal and collaboration skills, Legal authorization to work in the United States without visa sponsorship, Ability to travel up to 25% domestically and internationally 📃 Skills: Microsoft, Copilot, Claude, ChatGPT, Asana, AI 🏢 Description: About SRS Acquiom SRS Acquiom delivers the smartest way to run a deal through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently. Based in Denver, Colorado, with offices across the United States and in London and Amsterdam, SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services. Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value. We're equally committed to building careers as we are to building solutions. 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. Benefits - Day-one coverage: medical, dental, and vision plans - 401(k) with a 4% company match - Discretionary time off - Employer-paid life insurance with optional extra coverage - Employee Assistance Programs - Discounted pet insurance - Fitness credit - Pre-tax plans for dependent care, transportation, and flexible spending Position Summary An exciting, new position - Thought Leadership Associate - will serve as a core contributor to SRSA's thought leadership program, supporting content creation, marketing operations, and business development across SRS Acquiom's lines of business. This role works closely with the Thought Leadership team, subject matter experts, and Business Development and Marketing teams to produce data-driven, high-quality content and programming that strengthens market position and brand authority. The Associate will draft articles, coordinate multi-stakeholder projects, and manage day-to-day operational logistics, including administrative support for client-facing presentations. Location This is either a hybrid position based in the Denver, CO office or a fully remote position within the Continental United States. Fully remote employees are required to visit the Denver headquarters approximately three times per year. Up to 25% travel is required, including occasional international travel. Compensation The salary range for this position is between $90,000 and $100,000 depending on experience. Primary Responsibilities - Draft and edit articles, white papers, and thought leadership content - Support development and production of data-driven content and studies - Refresh and update existing content for relevance and accuracy - Provide administrative and logistical support for daily operations - Assist with data collection logistics and integration of new data points - Support development of educational content and M&A curriculum - Partner with Marketing to ensure adherence to quality and brand standards - Draft and review advertising copy and marketing-related materials - Manage content projects, timelines, stakeholders, and workflows - Coordinate webinars, scheduling, event logistics, and follow-up - Create and maintain standard operating procedures for workflows - Participate in trainings and support delivery of training content - Coordinate presentation logistics and CLE accreditation processes - Respond to client and prospect inquiries related to thought leadership content - Support AI adoption projects for workflow efficiency and scalability - Assist with the M&A internship program - Perform additional duties as assigned Required Qualifications & Skills - Bachelor's degree required; Juris Doctor or advanced degree preferred - At least 7 years of professional experience in relevant industries - Strong written and verbal communication skills - Experience drafting and editing professional content - Experience coordinating projects across teams - Proficiency in Microsoft Office Suite - Familiarity with AI and project management tools such as Copilot, Claude, ChatGPT, or Asana preferred - Strong organizational skills and attention to detail - Ability to work independently in a fast-paced environment - Collaborative and team-oriented mindset Physical Requirements/Special Demands - Regular office hours - Participation in public speaking, panels, webinars, and client presentations - Up to 25% travel within the U.S. and occasional international travel Candidates must be legally authorized to work in the United States without current or future visa sponsorship. Fraud and spam screening tools may analyze limited technical and contact information to identify suspicious activity during the application process. This job description is not designed to contain a comprehensive listing of all activities, duties, or responsibilities required of the employee. Responsibilities may change at any time. SRS Acquiom Inc. provides equal employment opportunities and reasonable accommodations in accordance with applicable laws.

🏢 Summary: Document Scanning Operator role focused on document digitization, mail operations, records management, and office support in a fast-paced environment. The position includes scanning, indexing, shipping/receiving, equipment support, and cross-functional reception coverage. Offers training, career growth opportunities, and a comprehensive benefits package. 🗂️ Requirements: High School Diploma or equivalent, Basic Microsoft Office proficiency, Ability to perform repetitive work in a fast-paced environment, Strong attention to detail and accuracy, Strong organizational and time management skills, Ability to work independently, Ability to adapt to changing priorities, Ability to learn document management systems and site procedures, Compliance with onsite security policies, Ability to lift and move boxes/packages up to 40–60 lbs., Manual dexterity to operate scanners and office equipment 📃 Skills: Microsoft, Office, Scanning, Indexing, Records, Mailroom, Shipping, Receiving, MFDs, Printing 🏢 Description: Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Monday–Friday | 9:00AM - 6:00PM Power the Transition from Paper to Digital If you enjoy structured work, repetitive tasks, and working behind the scenes to keep operations moving, this role is for you. As a Document Scanning Operator, you'll support document preparation, scanning, indexing, and records management activities while helping preserve important business records. This role also serves as a cross-trained team member, providing reception/concierge coverage and light facilities support as operational needs require. Why This Role Matters Your work ensures physical records are accurately converted into organized digital files that support business continuity and accessibility. What You'll Do Mail & Document Operations - Receive, sort, and track incoming mail and packages using chain-of-custody systems - Process outgoing mail and shipments - Notify employees of deliveries and respond to mail and package inquiries - Distribute mail, packages, and office materials to company personnel Business Service Center & Equipment Support - Operate and maintain multifunction devices (MFDs), including replenishing toner and paper - Support copy/print requests and submit service tickets when needed - Maintain an organized and professional Business Service Center Office & Hospitality Support - Monitor, replenish, and order office supplies - Restock pantry, kitchen, conference, and meeting areas - Assist with meeting room setups and office moves - Perform light maintenance and cleaning duties as needed Client Service & Cross-Functional Support - Deliver exceptional customer service and build positive relationships with employees and internal teams - Handle sensitive matters with professionalism and discretion - Provide reception or concierge coverage as needed - Cross train backup personnel on procedures and support additional operational needs during downtime What You Bring - Strong attention to detail and accuracy - Ability to perform repetitive work in a fast-paced environment - Strong organizational and time management skills - Basic computer proficiency, including Microsoft Office - Ability to work independently and adapt to changing priorities - Experience with document imaging, records management, or shipping/receiving is a plus Qualifications - High School Diploma or equivalent required - 1+ years of related experience preferred - Ability to learn document management systems and site procedures - Must follow onsite security policies, including restrictions on phones and imaging devices on active work floors Physical Requirements - Ability to lift and move boxes/packages up to 40–60 lbs. using appropriate equipment - Ability to stand, walk, bend, kneel, and sit for extended periods - Manual dexterity required for operating scanners and office equipment Travel: None or Negligible Other Duties: Responsibilities may change based on operational needs. What We Offer - Career growth opportunities and skill development - Learning and development programs - Employee recognition programs - Benefits including medical, dental, vision, HSA, 401(k) matching, life insurance, paid time off, and employee assistance programs

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: On-call Office Services Specialist role providing administrative support, mail and shipping services, print production, front desk hospitality, and office operations across multiple client sites in Sunnyvale. The position requires strong customer service, MS Office proficiency, multitasking abilities, and flexibility for regional travel. Offers hands-on experience, skill development, and comprehensive benefits. 🗂️ Requirements: High school diploma or equivalent, 6+ months of work experience, Proficiency in MS Office, Knowledge of MFD equipment, Strong communication skills, Customer service skills, Ability to multitask, Ability to work independently, Ability to follow shipping and receiving procedures, Reliable transportation for regional travel, Ability to lift 25 lbs individually and 50 lbs with assistance 📃 Skills: Office, MFD, Scanning, Imaging, Binding, Shipping, Reprographics, Mailroom 🏢 Description: Looking for flexible, supplemental income? Join our On-Call Office Services Specialist (Floating) team in Sunnyvale, California and gain hands-on experience in administrative support, mail & shipping, and workplace hospitality. What you will be doing: Mail & Shipping Support: - Process and sort inbound/outbound mail and packages - Maintain accurate chain-of-custody and shipping procedures Print & Reprographics Assistance: - Support copy/print production, scanning, imaging, and binding services - Ensure equipment is stocked and functioning Office & Facility Support: - Maintain organized office spaces - Restock supplies - Support meeting room setups - Assist with light maintenance tasks Front Desk & Guest Services: - Welcome visitors - Manage calls and visitor logs - Provide a professional concierge-style experience for clients and guests Administrative & Client Support: - Provide general administrative assistance - Deliver exceptional customer service - Build strong professional relationships What we need from you: - Strong communication and customer service skills - Ability to interact professionally with clients, guests, and team members - Proficiency in MS Office and office technology - Working knowledge of MFD (multi-functional device) equipment - Highly organized and able to multitask - Ability to manage time effectively in a fast-paced environment - Ability to work independently and follow shipping/receiving procedures - Proactively seek additional tasks during downtime - High school diploma (or equivalent) required - 6+ months of work experience preferred - Strong problem-solving skills - Adherence to company policies Enjoy the perks of being: - Not stuck at one desk - Exposed to multiple high-profile client sites - Fast skill development across operations - Autonomy and trust from day one Physical Demands: - Fine and/or gross motor skills, including the ability to grasp, lift and/or carry 25 lbs. individually and 50 lbs. with assistance - Ability to walk, bend, kneel, stand, and/or sit for an extended period of time - Manual dexterity required for operating office machinery and equipment such as ladders and binding machinery - Specific vision abilities including close vision, distance vision, focus adjustment, and color differentiation Travel: - Reliable transportation required - Travel between SPS sites as required by business need - Travel predominantly within a 25-mile radius Other Duties: - Duties and responsibilities may change at any time with or without notice - Compensation depends on skills, experience, and job-related factors - No AI or automated decision-making tools are used to screen, assess, or select candidates - Greenhouse applicant tracking system is used without AI screening - Vacancy is for an existing position - Pay range: $22—$24 USD What We Offer: - Career growth opportunities - Learning and development culture - Employee recognition programs - Benefits including Medical, Dental, Vision, HSA, 401k with matching, Paid Time Off, and additional insurance and discount programs Note: Benefit offerings may vary for positions under 30 hours/week. Colorado only: Applications are accepted for a minimum of 5 days and may remain open longer as needed. Applicants may not use AI tools or real-time assistance during interviews. Team members may use transcription or note-taking technology for interview documentation. Reasonable accommodations are available during the hiring and employment process for individuals with disabilities. Acknowledgement Section: By submitting an application, applicants certify that all information provided is true and complete. False information or omissions may result in rejection or termination.

🏢 Summary: On-call Office Services Specialist role providing administrative support, mail and shipping services, print and reprographics assistance, front desk reception, and workplace operations across multiple client sites in the Boston area. The position requires strong organizational skills, proficiency with office technology, and the ability to work independently in a fast-paced environment with regional travel. 🗂️ Requirements: High school diploma or equivalent, 6+ months of work experience, Proficiency in MS Office, Working knowledge of MFD equipment, Ability to manage mail and shipping procedures, Strong customer service and communication skills, Ability to multitask in a fast-paced environment, Ability to work independently, Reliable transportation for regional travel, Ability to lift 25 lbs individually and 50 lbs with assistance 📃 Skills: MSOffice, MFD, Scanning, Imaging, Binding, Shipping, Mailroom, Reprographics, Printing, Administrative 🏢 Description: Looking for flexible, supplemental income? Join our On-Call Office Services Specialist (Floating) team in Boston, MA and gain hands-on experience in administrative support, mail & shipping, and workplace hospitality. What you will be doing: Quick Facts - Flexible, on-call office support role - Exposure to multiple client sites within the Boston region - Regional travel required within a 25-mile radius - Compensation: $22—$24 USD Mail & Shipping Support: - Process and sort inbound/outbound mail and packages - Maintain accurate chain-of-custody and shipping procedures Print & Reprographics Assistance: - Support copy/print production, scanning, imaging, and binding services - Ensure equipment is stocked and functioning Office & Facility Support: - Maintain organized office spaces - Restock supplies - Support meeting room setups - Assist with light maintenance tasks Front Desk & Guest Services: - Welcome visitors - Manage calls and visitor logs - Provide a professional concierge-style experience Administrative & Client Support: - Provide general administrative assistance - Deliver exceptional customer service and maintain professional relationships What we need from you: - Strong communication and customer service skills - Proficiency in MS Office and office technology - Working knowledge of MFD (multi-functional device) equipment - Strong organizational and multitasking abilities - Ability to work independently and follow shipping/receiving procedures - High school diploma or equivalent required - 6+ months of work experience preferred - Strong problem-solving skills and professionalism Physical Demands: - Ability to grasp, lift, and carry 25 lbs individually and 50 lbs with assistance - Ability to walk, bend, kneel, stand, and sit for extended periods - Manual dexterity for operating office machinery and ladders - Vision abilities including color differentiation and focus adjustment Travel: - Reliable transportation required - Travel between SPS sites as needed - Travel primarily within a 25-mile assigned region Benefits: - Career growth opportunities - Learning and development programs - Employee recognition programs - Medical, dental, and vision coverage - HCFSA, DCFSA, HSA, commuter benefits - Life, accident, critical illness, and disability insurance - 401k with matching - Paid time off - Education and entertainment discounts