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Finalis · 1 day ago

Senior Director of Partnerships & Business Development

United States

Full-time

Remote

Mid, Senior Level

7+ years exp

Finalis is a fully-remote company focused on helping boutique investment banks and alternative investment sponsors compete in the private capital markets. The Senior Director of Partnerships & Business Development will own and build the partnerships function, engaging in market activities while developing systems to convert relationships into revenue.

Investment Banking

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)

Qualification

Business DevelopmentPartnership ProgramsCapital MarketsFintechInvestment BankingWealth ManagementPublic SpeakingSales DNAEvent StrategyRelationship Building

Required

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

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

Comfortable being public-facing. You want to be on panels, host roundtables, and be known in the industry

A builder, not just an operator. You've built partnership programs or BD functions before—not just managed existing ones

Credible in financial services. You have enough context in capital markets, fintech, investment banking, or wealth management to build credibility fast