What about your team?
We're 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. You'll be the face of Finalis in NYC's 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 program-tier 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 markets-conferences, 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 motions-shift 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 deals-made them work)
- Hands-on marketing experience-you've 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 don't 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-facing-speaking at events, hosting roundtables, building your personal brand alongside the company brand
- Operator mentality-you've built things from scratch, can move from strategy to execution, and don't 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.
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