Finance Practice Partner: Growth & Executive Relationships

Amplēo; Charlotte (NC); On-site; USD 250,000 - 350,000; Full time

Job summary

Amplēo is seeking a senior Partner, Finance to build and lead a high-growth finance advisory practice. This sales- and client-leadership role puts you at the center of client acquisition, executive networking, and market positioning, while our fractional CFOs execute delivery.

You will develop a vertical, expand referents, and represent Amplēo at industry events, driving revenue growth and client retention across the assigned markets.

Qualifications

• 8+ years of progressive experience in finance, consulting, business advisory, or executive leadership.
• Demonstrated success in business development, sales, or client acquisition within professional services environments.
• Strong executive presence and ability to build credibility with business owners, executives, and board members.
• Proven experience developing and maintaining strategic business relationships. Exceptional communication, negotiation, and presentation skills.
• Must currently reside in or actively serve one of the listed markets in the United States.

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

Executive leadership

Business development

Sales

Client acquisition

Negotiation

Presentation

Relationship building

Strategic thinking

Public speaking

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Job description

Amplēo is seeking a senior Partner, Finance to build and lead a high-growth finance advisory practice. This sales- and client-leadership role puts you at the center of client acquisition, executive networking, and market positioning, while our fractional CFOs execute delivery.

You will develop a vertical, expand referents, and represent Amplēo at industry events, driving revenue growth and client retention across the assigned markets.