Senior Director, Head of Shareholder Advisory

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.

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

Experience with negotiations, settlement, and mediation

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)

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.

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.

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.

Work collaboratively with Advisory team members and cross-functional partners to deliver SRSA products and services at the highest level of quality and efficiency.

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.