Finance Growth Partner: Strategic Advisor & New Engagements

Ontario Trillium Foundation; North Carolina; Hybrid; USD 125,000 - 350,000; Full time

Job summary

Amplēo is seeking aSenior Partner, Finance to lead and grow our finance practice across target industries. You will open doors, close engagements, and build executive-level relationships with clients, serving as the market face for Amplēo in your region.

The role emphasizes sales leadership and client leadership, while our fractional CFOs handle delivery. A strong track record in finance advisory within a niche is essential, with meaningful upside in a growth platform.

Qualifications

• Identify, develop, and close new finance and advisory engagements.
• Build and grow a specialized industry practice based on personal expertise and market credibility.
• Develop referral partnerships and strategic relationships that generate recurring business opportunities.
• Serve as the executive relationship owner for client accounts.

Responsibilities

• Identify, develop, and close new finance and advisory engagements.
• Build and grow a specialized industry practice based on personal expertise and market credibility.
• Develop referral partnerships and strategic relationships that generate recurring business opportunities.
• Serve as the executive relationship owner for client accounts.
• Provide high-level financial and strategic guidance while collaborating with delivery teams responsible for day-to-day execution.
• Identify opportunities to expand client relationships through additional Amplēo service offerings.
• Represent Amplēo at industry events, networking functions, and business development activities.
• Collaborate with internal teams to support revenue growth and client success.
• Contribute market insights to support service development, pricing, and go-to-market strategies.
• Maintain accountability for revenue goals, pipeline development, and client retention.

Skills

Sales leadership

Client relationship management

Strategic advisory

Finance industry credibility

Tools

CRM software

Job description

Amplēo is seeking aSenior Partner, Finance to lead and grow our finance practice across target industries. You will open doors, close engagements, and build executive-level relationships with clients, serving as the market face for Amplēo in your region.

The role emphasizes sales leadership and client leadership, while our fractional CFOs handle delivery. A strong track record in finance advisory within a niche is essential, with meaningful upside in a growth platform.