What are the responsibilities and job description for the Senior Managing Director position at Xeper Strategic Partners®?
Company Description Xeper Strategic Partners® is a specialized consulting firm focused on innovative financial solutions for middle market, commercial, industrial, nonprofit, and select commercial real estate clients. Founded over eight years ago, the firm provides hands-on expertise in commercial financing, credit structuring, and relationship management rather than traditional brokerage services. The team works directly with business owners, CFOs, and sponsors who face challenges with conventional lenders, designing tailored credit structures aligned with each client’s business model, cash flow, and growth strategy. Xeper Strategic Partners® manages the entire capital engagement process—from executive summaries to lender communication—and has maintained a 100% success rate in securing commitment letters. The firm is sector agnostic and supports a wide range of commercial credit facilities, including lines of credit, term loans, restructuring solutions, and complex financing needs.
Role Description The Senior Managing Director role is a full-time, remote position responsible for leading high-impact client engagements and driving strategic financing outcomes. This role involves originating and developing relationships with middle market companies, sponsors, and institutional partners, assessing client needs, and designing custom credit structures that address complex challenges. The Senior Managing Director will oversee end-to-end transaction execution, including financial and credit analysis, preparation of executive summaries, and coordination with lenders and capital markets participants. Day-to-day responsibilities include guiding clients through restructuring scenarios, managing negotiations, monitoring deal pipelines, and ensuring disciplined processes that maintain the firm’s track record of successful commitments. The role also requires mentoring junior team members, contributing to business development initiatives, and representing Xeper Strategic Partners® in external meetings, conferences, and strategic partnerships.
Qualifications
- Demonstrated expertise in commercial financing, credit structuring, and capital markets, with a strong track record of closing complex transactions.
- Advanced skills in financial analysis, modeling, and underwriting, including experience with middle market credit facilities and restructuring scenarios.
- Proven ability to lead client relationships, conduct executive-level discussions with business owners and CFOs, and manage stakeholder expectations.
- Strong negotiation, communication, and presentation skills, with the ability to “speak the language of credit” to both borrowers and lenders.
- Experience managing remote, cross-functional teams and mentoring professionals in a consulting or advisory environment.
- Background in investment banking, commercial banking, private credit, corporate finance, or strategic advisory is highly beneficial.
- Bachelor’s degree in finance, economics, business, or a related field; an advanced degree or professional certification (e.g., MBA, CFA) is a plus.
- High level of integrity, disciplined work ethic, and comfort operating in a fully remote, results-driven environment.