Partner, Finance

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

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.

Base salary of $125,000, plus uncapped commission and incentive compensation. Total on-target earnings for candidates hitting plan are estimated at $250,000–$350,000+, with meaningful upside 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.