DESCRIPTIONAbout the Role: Partner, FinanceThe 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; 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.
