What about your team
Were at $12M revenue targeting $80M by 2027. We have strong product-market fit a growing network of 600 member firms and partnerships across the private capital markets ecosystem. What we need now is someone to build our business development and marketing function as an integrated growth engine.
This is a high-impact role for a strategic operator who can formalize our partnership strategy drive our go-to-market motion and be hands-on with marketing execution and team development. Youll be the face of Finalis in NYCs private capital markets community while building the systems and programs that scale our growth.
What will you be doing
Business Development & Partnerships
Transform our member advantages from a discount list into a strategic partner programtier partners define value exchange create co-marketing plays
Own and grow the referral engine: formalize tracking set SLAs with partners build accountability for partner-influenced pipeline
Negotiate and execute strategic partnerships with integration providers capital partners service providers and industry bodies
Design our event strategy: which conferences we sponsor vs. speak at vs. host with clear ROI
Be the face of Finalis in NYC private capital marketsconferences roundtables relationship building
Product Marketing & Positioning
Define messaging and positioning for our customer segments (Launchers Operators Strategic) as we shift from generalist to segment-specific GTM
Partner with Product to translate member needs into roadmap priorities and go-to-market strategies
Create sales enablement that helps reps articulate differentiated value by segment
Own competitive positioning and differentiation in a crowded broker-dealer market
Marketing Strategy & Execution
Set growth strategy and provide hands-on guidance to a team of 2-3 marketers
Balance inbound and outbound motionsshift toward account-based strategies while maintaining current lead generation
Drive accountability to pipeline and revenue metrics tie marketing performance to business outcomes
Be hands-on: review campaigns refine messaging guide content strategy optimize conversion funnels
Build content systems that leverage external voices (partners customers industry experts)
Own brand demand generation content and events with clear attribution to revenue
Who are we looking for
5-10 years in business development partnerships or GTM roles where you built revenue-driving partner programs (not just signed dealsmade them work)
Hands-on marketing experienceyouve owned demand generation product marketing or growth marketing functions. You can review campaign performance refine messaging and guide strategy with credibility
Direct exposure to capital markets fintech investment banking wealth management or financial services. You dont need to be a former banker but you need enough context to build credibility fast and understand the ecosystem dynamics
NYC area-based with appetite to be in-market for events partner meetings and relationship building
Comfortable being public-facingspeaking at events hosting roundtables building your personal brand alongside the company brand
Operator mentalityyouve built things from scratch can move from strategy to execution and dont need perfect process to get started
Preferred
Experience at a marketplace platform or network effects business
Prior work at a broker-dealer RIA family office PE/VC fund or investment bank
Track record in partner-led or ecosystem-led growth models
Experience building and managing referral or affiliate programs at scale
What do we offer
100% Remote work (Work from wherever you want!)
Competitive USD salary
Generous Paid time-off (Vacation Time!)
Additional 17 Flex Days (to use in national holidays or personal matters)
People Team Partner (to target your roadblocks and customize an action plan for your career path)
Buddy Program
Virtual After-Office Activities
Diverse Culture & Inclusive Environment
Benefits Package if applicable
Paid Family Leave if applicable
Why work with Finalis
We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures we encourage our team members to develop their soft skills boosting their ability to adapt themselves to different backgrounds.
Finalis core values:
Deliver with Integrity
Dream Boldly
Empower through Leadership
Value Learning
Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion sex national origin age disability genetics sexual orientation gender identity or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds experiences perspectives and abilities.
Required Experience:
Exec
We ensure that you operate legally and compliantly, while providing you the tools to independently scale your business. Become our partner!