Director, Capital Solutions
RFG Advisory
- Experience
- 5+ yrs
- Location
- Birmingham, Alabama, United States
- Job type
- Full-time
Required skills
- Microsoft Excel
- Microsoft PowerPoint
- Claude
- ChatGPT
- Microsoft Copilot
About the role
5-10 years in investment banking, private equity, corporate development, or consulting; 2-4 years in similar role at acquisitive wealth management firm; strong financial modeling and presentation skills; bachelor's degree in finance, accounting, economics, engineering, or related field.
About RFG Advisory
Private corporate RIA platform providing technology, operations, compliance, and investment support to independent financial advisors.
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