How does Finalis work
We are a fully-remote company with Finalists distributed between the time zones of Central Standard Time and Eastern European Time .
If youre located outside this time zone range depending on the needs of your team you may be requested to be available during specific hours.
Although we dont have an official physical place to work we promote gathering with your team or other colleagues whenever possible.
The role
Finalis is the platform helping boutique investment banks placement agents and alternative investment sponsors compete with the big firms. Were at $12M revenue targeting $80M by 2027 with 600 member firms and a growing ecosystem of partners across private capital markets.
We need someone to own and build our partnerships and business development function. This is a player-coach role for someone who wants to be in marketat events on panels in rooms where deals get discussedwhile building the systems that turn relationships into revenue.
This is not a desk job. Youll be the face of Finalis in NYCs private capital markets community. You should be energized by that not intimidated by it.
What you will own:
Transform our Membership Advantages program from a discount list into a strategic partner programtier partners define value exchange create co-marketing opportunities.
Negotiate and execute partnerships with integration providers capital partners service providers and industry associations.
Build relationships that lead to introductions referrals and co-selling opportunities.
Own and grow our referral program which drives 30% of current revenue.
Formalize tracking set SLAs with partners and build accountability for partner-influenced pipeline.
Turn informal relationships into structured scalable referral motions.
Be the face of Finalis at conferences roundtables and industry events.
Own our event strategy: which conferences we sponsor vs. speak at vs. attend with clear ROI expectations.
Build your personal brand alongside the company brandpanels thought leadership relationship-building.
Coordinate with Marketing on event activation and logistics (you own the relationships; they support execution).
Who are we looking for
A self-starter with sales DNA. You dont wait to be told what to do. You see an opportunity figure out how to get in the room and make something happen. Youre energized by meeting people building relationships and finding the angle that turns a conversation into a partnership.
Comfortable being public-facing. You want to be on panels host roundtables and be known in the industry. If the idea of speaking at a conference makes you nervous this isnt the role.
A builder not just an operator. Youve built partnership programs or BD functions beforenot just managed existing ones. You know how to go from zero to one.
Credible in financial services. You have enough context in capital markets fintech investment banking or wealth management to build credibility fast. You dont need to be a former banker but you need to speak the language.
Requirements
7-12 years in business development partnerships or GTM roles where you built revenue-driving partner programs (not just signed dealsmade them work)
Direct exposure to capital markets fintech investment banking wealth management or financial services
NYC area-based with appetite to be in-market regularlyevents partner meetings relationship building
Track record of building and scaling referral affiliate or partner-led growth programs
Nice to Have
Experience at a marketplace platform or network effects business
Prior work at a broker-dealer RIA family office PE/VC fund or investment bank
Existing relationships in the private capital markets ecosystem
What do we offer
100% Remote work (Work from wherever you want!)
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!