Finalis

✨ What will you be doing?Review user transaction documents within guidelines established by supervising attorneys and compliance officers and providing support with legal and compliance issuesAssist in conducting compliance Due Diligence- and KYC/AML- related tasksReview marketing materials prepared by our customers and/or their clients to make sure such materials follow Finalis’ communica...

🚀 What does Finalis do?Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces,...

🤝 What about your team?Finalis is seeking a highly motivated Account Executive – Venture Sales Segment to spearhead our expansion into two strategic investment banking segments. This individual will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth and market penetration. This is an exceptional opportunity for an entrep...

About the CompanyFinalis is a fast-growing, VC-backed startup transforming private capital markets. Launched in 2020 and growing rapidly, the firm is on a mission to power dealmakers by building the world’s largest, ai-native dealmaking platform. Though we have bases in SF and NYC, we’re fully remote.What about your team?As a Product Manager at Finalis, you will own a business area within ...

🤝 What about your team?Finalis is seeking a highly motivated Account Executive – Venture Sales Segment to spearhead our expansion into two strategic investment banking segments. This individual will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth and market penetration. This is an exceptional opportunity for an entrep...