Vice President of Member Experience, Finalis

Salary not provided
Senior and Expert level
Remote from US
Finalis

Securities brokerage platform

Be an early applicant

Finalis

Securities brokerage platform

21-100 employees

FintechB2BEnterpriseMarketplaceInvestingFinancial Services

Be an early applicant

Salary not provided
Senior and Expert level
Remote from US

21-100 employees

FintechB2BEnterpriseMarketplaceInvestingFinancial Services

Company mission

Building the world’s largest private securities brokerage platform.

Company mission

Building the world’s largest private securities brokerage platform.

158% employee growth in 12 months

Our take

Trillions of dollars are exchanged through M&A transactions. While the playbook is known for the lawyers and bankers involved, their workflow continues to be anchored in legacy systems like email and siloed spreadsheets hampering compliance and efficiency.

Finalis hopes to upend this market with an integrated private securities brokerage technology platform. The platform’s central offering is a Hub where banks can affiliate their FINRA licenses, dramatically reducing compliance headaches.

However, Finalis wants to go much further than that with a product suite automating much of the deal process. That means further features like deal rooms and prioritised collaboration opportunities.

While many of these transactions are ‘bread and butter’, stakeholders are reticent to change partially due to the billions of dollars at stake on a deal. However, Finalis’ team, with deep sector expertise and a commitment to the highest standards, stand a good chance of overcoming the inertia in the industry.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Flexible working hours
  • 100% Remote work
  • Enriching learning and development opportunities
  • Generous paid vacation
  • Personal growth budget
  • Inclusive and diverse environment to develop your skills at its maximum potential
  • Focus on your career growth

Funding (2 rounds)

Jul 2022

$10.7m

SEED

Jul 2021

$10.7m

SEED

Total funding: $21.4m

Leadership

Attended Princeton University and Harvard University. J.D in Berkeley Law. London School of Economics PhD. Trained at Kirkland & Ellis.

Stanford University. GSB: M&A, Technology Leadership & Innovation, Business and Management. Groupon LATAM CTO, Globant (LinkedIn.com, Lastminute.com). IAE Austral University, Mentor at NAVES and WISE. Chairman/Philanthropist at Bravo47.

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Sales & Account Management