Partner, Finance
$250,000–$350,000 year
RemoteTennessee, United States
Job Summary
Identify, develop, and close new finance and advisory engagements while building a specialized industry practice based on personal expertise. Serve as the executive relationship owner for client accounts, providing high-level financial guidance while collaborating with delivery teams responsible for day-to-day execution. Develop referral partnerships to generate recurring opportunities and represent Amplēo at industry events and networking functions. Maintain accountability for revenue goals, pipeline development, and client retention, contributing market insights to support service development and go-to-market strategies. This performance-driven role targets growth environments for candidates residing in Orange County, CA; Austin, TX; Dallas, TX; Denver, CO; or Boise, ID.
Required Qualifications
- 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
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