Senior Director of Partnerships & Business Development

Finalis • San Francisco, CA

2d • Remote

About The Position

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.

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 Haves

• 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

Responsibilities

• 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.
• 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 brand—panels, thought leadership, relationship-building.
• Coordinate with Marketing on event activation and logistics (you own the relationships; they support execution).

Benefits

• 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]

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 101-250 employees