Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Product Management Product Data Management Payment Processing Product Strategy Cross-Functional Collaboration Architectural Design User Research Stakeholder Communications Product Roadmap Management Quantitative Analysis Product Definition Product Knowledge Reconciliation Finance Finance Accounting Oracle B2B Presentation Training

Other Skills

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Communication
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Analytical Skills
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Adaptability
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Dealing With Ambiguity
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Learning Agility
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Social Skills
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Problem Solving

Roles & Responsibilities

5-7 years of product management experience
Experience working in Fintech or heavily regulated software platforms, launching new products from scratch
Exceptional analytical and problem-solving skills, with the ability to break down complex problems and create actionable solutions
Excellent communication, presentation, and interpersonal skills

Requirements:

Define, own, and deliver business-level objectives and product strategy related to data and payment products by understanding customer needs, growth opportunities, and industry trends
Productize and lead new initiatives, ensuring high-quality, timely execution
Communicate effectively and work cross-functionally with stakeholders across Sales, Business Operations, Engineering, Product Design, and Compliance to ideate, develop and launch new products and features
Synthesize quantitative data analysis with qualitative user research results to make informed product decisions

Finalis

Investment Banking

About Finalis

Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform. The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Finalis’ Deal Engine automates and accelerates every aspect of the deal life-cycle from start to finish on their deal life-cycle: from Workflow, to Connect, through Ledger with the market’s most attractive rates, resulting in substantial cost savings for our partners which leverage a growing global network of over 300 bankers. With Finalis Workflow, customers effortlessly streamline dealmaking processes using cutting-edge, compliant, and technology-driven workflows, ensuring efficiency and accuracy throughout the entire deal lifecycle. With Finalis Connect, customers gain access to the industry’s fastest-growing network of professionals, including investment bankers, placement agents, M&A advisors, funds, and companies actively seeking new opportunities in the capital markets. With Ledger, customers access a custom-built solution that delivers secure wire tracking, same-day processing, and expert regulatory compliance monitoring. Together, these solutions provide customers with unparalleled leverage and confidence in executing capital markets transactions. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Company type: Scaleup

Industry: Investment Banking

Founded: 2018

Company size: 51 - 200

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Job description

About the Company

Finalis 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.

Product at Finalis

As a Sr Product Manager at Finalis, you will have responsibility for a business area within the product, lead the creation and execution of the product strategy, and drive a diverse cross-functional team. Our product is at a high-growth stage and you will need the ability to navigate an ambiguous, fast-paced environment. You’ll be working closely with our CEO, CPO, and world-class engineering team to create products that delight our customers and deliver value to every participant in the private capital markets ecosystem.

The Role

As a Sr Product Manager, you will play a critical role in defining and executing the product strategy and roadmap for our platform. You will be given autonomy and responsibility for driving initiatives that deliver value both for our user and our business. This role requires a deep understanding of private capital markets (or an eagerness to learn), a passion for building delightful products, and the ability to navigate complex stakeholder landscapes.

Our near-term goal is to become the dealmaking platform for any boutique or independent investment banker. To help us reach that goal, you will leverage AI and data to develop products that delight our users throughout the deal lifecycle.

Responsibilities

Define, own, and deliver business-level objectives and product strategy related to our data and payment products by developing a deep understanding of customer needs, growth opportunities, and industry trends.
Decisively solve problems through tenacious learning about our customers and internal processes - communicating the solutions and turning them into business opportunities.
Productize and lead new initiatives, ensuring high-quality, timely execution.
Communicate effectively and work cross-functionally with stakeholders across Sales, Business Operations, Engineering, Product Design, and Compliance to ideate, develop and launch new products and features.
Identify unmet needs and markets that the company can pursue.
Synthesize quantitative data analysis with qualitative user research results to make informed product decisions.
Leverage AI to accelerate and amplify your impact.

Minimum Requirements

5-7 years of product management experience.
Experience working in Fintech or heavily regulated software platforms, launching new products from scratch.
Exceptional analytical and problem-solving skills, with the ability to break down complex problems and create actionable solutions.
Excellent communication, presentation, and interpersonal skills.
Experience working closely with engineering teams on technical architecture and implementation details.
Comfort with ambiguity and the ability to thrive in a fast-paced, evolving environment.
Product experience within a startup.

Preferred Qualifications

Experience with B2B SaaS and/or data products.
Experience shipping complex financial infrastructure products, ideally involving financial systems, accounting, reconciliation, or payment processing.
Experience in investment banking or a similar field.
Strong understanding of financial operations and private capital markets is highly desirable. Proven ability to define and execute product strategy for a technical platform, balancing short-term deliverables with long-term architectural vision.
Undergraduate degree and an MBA from a top tier university. vision.

🌟 What do we offer?

100% Remote work (Work from wherever you want!)
Competitive USD salary
Work from home allowance
Generous Paid time-off (Vacation Time!)
Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀
People Team Partner (to target your roadblocks and customize an action plan for your career path)
Buddy Program
Virtual After-Office Activities
Diverse Culture & Inclusive environment

🚀 More about Finalis

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, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good.

🌍 How does Finalis work?

We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible.

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

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