Senior Director of Partnerships & Business Development

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 you’re 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 don’t 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. We're 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 market—at events, on panels, in rooms where deals get discussed—while building the systems that turn relationships into revenue.

This is not a desk job. You'll be the face of Finalis in NYC's private capital markets community. You should be energized by that, not intimidated by it.

What you will own:

Partnerships & Ecosystem

Transform our Membership Advantages program from a discount list into a strategic partner program—tier 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.

Referral Engine

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.

Industry Presence & Events

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 brand—panels, 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 don't wait to be told what to do. You see an opportunity, figure out how to get in the room, and make something happen. You're 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 isn't the role.

• A builder, not just an operator. You've built partnership programs or BD functions before—not 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 don't 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 deals—made them work)

• Direct exposure to capital markets, fintech, investment banking, wealth management, or financial services

• NYC area-based with appetite to be in-market regularly—events, 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.