Partner, Finance

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

About the Role: Partner, Finance

The Partner, Finance is a senior business development leader responsible for building and growing Amplēo's finance practice within their area of industry and domain expertise. This role is the face of Amplēo in the market — opening doors, closing engagements, cultivating a reputation as the go‑to finance advisor in their niche, and ensuring every client experiences the full value of our cross‑functional platform.

This is primarily a sales and client‑leadership role. Our fractional CFOs and consultants own the day‑to‑day delivery. The Partner, Finance brings the business in, may step in as a high‑level strategic advisor on select engagements, and drives long‑term growth across the book.

Partners are expected to develop a vertical — whether that’s cybersecurity, quantum, robotics, deep‑tech, SaaS, manufacturing, or another sector where they have deep credibility — and build Amplēo's brand and footprint in that space.

This is a performance‑driven role for a finance executive who thrives in growth environments and is motivated by building something of their own inside a platform that supports them.

This opportunity is open to candidates residing in or actively serving the Orange County, CA; Austin, TX; Dallas, TX; Denver, CO, Charlotte, NC; Nashville, TN; Atlanta, GA; Phoenix, AZ; Seattle, WA; and Boise, ID markets. Candidates should possess strong local business networks and a demonstrated ability to develop executive‑level relationships within their region and industry sector.

On‑Target Earnings (OTE): $250,000–$350,000+, with uncapped commission and significant upside potential for top performers.

What You’ll Own

• 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.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field, or equivalent professional experience.
• 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.
• Strong financial acumen with the ability to assess business challenges and recommend strategic solutions.
• Must currently reside in or actively serve one of the following markets: Orange County, CA; Austin, TX; Dallas, TX; Denver, CO; or Boise, ID.
• Demonstrated ability to build and leverage a professional network within the local business community.
• Must be authorized to work in the United States.

About Amplēo

Cross‑Functional Leadership and Execution to Fuel Growth

We provide the expertise to accelerate your business at every stage and in every function.

Since 1996, Amplēo has helped thousands of businesses grow through on‑demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross‑functional services.

Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands‑on execution, helping you achieve meaningful results faster.

We don't just advise. We help you move, build, and win.