Finalis

👥 101-250💰 $10,700,000 Seed over 2 years agoFinancial Services Information Technology FinTech💼 Private Company

Finalis is revolutionizing the private securities brokerage industry with its innovative platform. We provide a white-labeled regulatory affiliation and compliance back-office solution, along with the Finalis Hub, a deal management solution, and a Mandate Marketplace, connecting brokers and streamlining the dealmaking process for M&A, capital raising, and more. As a FinTech company, Finalis is at the forefront of technological innovation in financial services. Our tech stack includes Ruby on Rails, and we leverage AJAX Libraries API and Google Apps for Business to support our operations. We are rapidly growing, with a strong engineering culture that embraces remote work and offers career development opportunities. We are passionate about building the world’s largest private securities brokerage platform, empowering dealmakers with cutting-edge technology and compliance solutions. Launched in 2020, Finalis has secured Seed funding and is expanding our team. We operate as a fully remote company with a global presence, offering a diverse and inclusive environment. We are committed to providing our employees with competitive USD salaries, benefits like high-speed internet expense allowance, generous paid time-off, additional flex days, professional growth benefits through our E-Learning Platform (Coursera), a People Team Partner, and virtual after-office activities. We are a dynamic company that offers Project Management Sr. Analyst opportunities.

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Jobs at this company:

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🔥 IT Support Analyst

Posted 6 days ago

📍 Argentina

🧭 Full-Time

🔍 Fintech

🔧 Requirements

Ability to analyze complex issues, identify root causes, and implement effective solutions.
Excellent verbal and written communication skills to interact with both technical and non-technical users.
Proven ability to work effectively in a remote environment, managing devices and providing support.
Preferred, but not required, experience working in the fintech sector.
Knowledge of IT security best practices and the ability to identify and mitigate potential threats.
Eagerness to learn new technologies and adapt to changing business needs.
Proven ability to create clear and concise technical documentation.
You have exceptional written and spoken English
You have a minimum of 5 years of relevant work experience
You have strong organizational skills
You can handle confidential information
You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
You are a self-starter, quick learner and highly organized with attention to detail
You have the ability to follow up; know what's going on at all times and respond quickly
You are flexible, patient, persistent and have a team spirit attitude

💡 Responsibilities

Proficient in MDM solutions to manage and secure company devices.
Deep understanding and experience in utilizing Google Workspace applications.
Provide first-level technical support to end-users, resolving issues related to hardware, software, and network connectivity.
Efficiently troubleshoot and resolve a wide range of IT problems, utilizing a ticketing system like Jira (ITSM).
Continuously seek opportunities to improve IT processes and procedures.
Create and maintain comprehensive technical documentation, including internal IT wikis.
Coordinate with external vendors to ensure timely maintenance and support of IT systems.

JiraDocumentationTroubleshootingTechnical support

Posted 6 days ago

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🔥 Head of People

Posted 21 days ago

📍 Latin America (All countries)

🧭 Full-Time

🔧 Requirements

5+ years of experience in similar roles, ideally leading global or remote teams.
Proficiency in Google Workspace (Docs, Sheets, Slides, etc.).
Proven ability to maintain confidentiality and handle sensitive matters with discretion.
Strong organizational skills and attention to detail, with the ability to manage shifting priorities and deadlines effectively.
Self-starter with a high sense of urgency, adaptability, and a proactive approach to problem-solving.
A team player with patience, persistence, and a collaborative spirit

💡 Responsibilities

Design and execute initiatives that nurture a high-performance culture and drive growth.
Develop retention strategies to ensure top talent remains engaged and invested in Finalis' success.
Create and manage professional development programs to enhance employee skills and career progression.
Oversee core people operations, including performance management cycles, compensation and benefits planning, and compliance.
Partner with external advisors to ensure legal and regulatory compliance in a globally distributed workforce.
Optimize HR systems and processes to support scalability and efficiency.
Champion our culture by embedding our core values into every aspect of the Finalists experience.
Drive initiatives that enhance morale while aligning with business objectives.
Act as a trusted advisor to the CEO and leadership team on all matters related to people and culture.
Provide guidance on organizational design, change management, and leadership development.

LeadershipPeople ManagementHR ManagementCross-functional Team LeadershipOperations ManagementStrategic ManagementCommunication SkillsMentoringOrganizational skillsComplianceCoachingTrainingRecruitmentRelationship managementTeam managementStrategic thinkingChange ManagementEnglish communicationBudget management

Posted 21 days ago

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🔥 Legal Ops Associate

Posted 29 days ago

📍 Argentina

🧭 Full-Time

🔍 Financial Institution

🔧 Requirements

You have exceptional written and spoken English
You have a minimum of 4+ years of relevant work experience as an attorney
You have experience working at a broker dealer or financial institution; and are familiar with applicable regulations such as FINRA rules.
You have Google Workspace experience
You have excellent communication skills
You have strong organizational skills
You can handle confidential information
You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
You are a self-starter, quick learner and highly organized with attention to detail
You have the ability to follow up; know what's going on at all times and respond quickly
You are flexible, patient, persistent and have a team spirit attitude

💡 Responsibilities

Uphold and meticulously follow the legal team’s established procedures and regulatory requirements.
Facilitate and coordinate conversations across different teams, including Customer Success and Compliance, to ensure legal and regulatory alignment.
Review, revise, and manage legal agreements and engagement letters, ensuring they meet internal policies and regulatory standards.
Lead contract negotiations, ensuring favorable terms and compliance with legal frameworks.
Proactively escalate matters that deviate from policies and procedures.
Contribute to the continuous improvement of legal processes and documentation.
Providing support with the lifecycle of contracts and templates.

JiraMicrosoft ExcelProblem SolvingNegotiationOrganizational skillsComplianceRisk ManagementCRMFinancial analysisEnglish communication

Posted 29 days ago

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🔥 Sales Training & Enablement Specialist

Posted about 1 month ago

📍 Latin America (All countries)

🧭 Full-Time

🔍 SaaS or technology-driven environment

🔧 Requirements

Proven experience in a Sales Enablement, Training, or Sales Operations role, preferably within a SaaS or technology-driven environment.
You have exceptional written and spoken English
You have a minimum of 2 years of relevant work experience training teams.
Strong facilitation and presentation skills.
Excellent project management skills, with the ability to prioritize and manage multiple initiatives simultaneously.
Exceptional communication and interpersonal skills to effectively collaborate with various stakeholders.
Familiarity with sales methodologies, frameworks, and tools (e.g., CRM platforms such as Salesforce, sales engagement tools).
Ability to analyze data and provide actionable insights to improve sales performance.
Self-starter with a proactive approach to problem-solving and continuous improvement.
Bachelor's degree in Business, Sales, Marketing, or a related field preferred.

💡 Responsibilities

Develop and implement comprehensive sales enablement programs that align with business goals and drive GTM team success.
Collaborate with cross-functional teams (Sales, Marketing, Product, Customer Success, etc.) to gather relevant information and insights for training content.
Design and deliver engaging training sessions, workshops, and onboarding programs for new and existing sales team members.
Create, curate, and maintain a centralized repository of sales enablement content, including playbooks, training materials, and best practices.
Work closely with GTM leadership to identify skill gaps and develop targeted training initiatives to address them.
Develop and track key performance indicators (KPIs) to measure the effectiveness and impact of sales enablement initiatives.
Provide ongoing coaching and support to sales representatives to ensure consistent application of training insights.
Collaborate with marketing to ensure alignment between sales enablement materials and current messaging, positioning, and product offerings.
Stay up-to-date with industry trends and best practices to continuously improve enablement strategies.

Project ManagementSQLAgileData AnalysisSalesforceProject CoordinationCommunication SkillsAnalytical SkillsCustomer serviceRESTful APIsPresentation skillsCoachingProblem-solving skillsTrainingCross-functional collaborationSales experienceData visualizationMarketingStakeholder managementStrategic thinkingCRMCustomer SuccessEnglish communicationSaaS

Posted about 1 month ago

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🔥 Execute Supervisory Analyst

Posted about 1 month ago

📍 Argentina

🧭 Full-Time

🔍 Compliance-Legal Operations

🔧 Requirements

2+ years of demonstrated experience in compliance-related roles.
Exceptional written and spoken English
Excellent communication skills
Strong organizational skills
Google workspace experience

💡 Responsibilities

Review of the written communication to assure that our clients are compliant with FINRA requirements and to prevent any possible uncompliant actions.
Review user transaction documents within guidelines established by supervising attorneys and compliance officers and providing support with legal and compliance issues
Assist in conducting compliance Due Diligence- and KYC/AML- related tasks
Review marketing materials prepared by our customers and/or their clients to make sure such materials follow Finalis’ communications guidelines.
Support our account management teams with structuring compliance, legal, process or product solutions to legal- and compliance-related user issues or customer experience pain points.
Be a key point of contact for users on legal- and compliance-related materials and issues
Maintain a user knowledge base of common legal and compliance questions and responses
Assist in researching and responding to comments and/or inquiries received from FINRA, the SEC, and applicable state and foreign securities regulators
Support the digital transformation of legal and compliance functions to our technology stack and contribute to enhance Finalis’ product in a way that streamline legal and compliance processes and that improves the customer’s experience.
Provide feedback on ways to improve the operational and tech-enabled Execute systems for legal and compliance operations
Successfully pass the FINRA SIE + S82 + S24 exams within the first year of joining Finalis.
Maintain the Objectives and Key Results (OKRs) for the Execute Operations Team
Employ your English communication skills by communicating verbally and electronically
Demonstrate accountability, ethics, and integrity in carrying out your day-to-day duties
Work alongside Finalis attorneys and compliance officers as needed

ComplianceResearch

Posted about 1 month ago

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🔥 Account Executive - Venture Segment (LATAM)

Posted about 2 months ago

📍 Latin America (All countries)

🧭 Full-Time

🔍 B2B SaaS, fintech, or investment banking

🔧 Requirements

3+ years) in B2B sales leadership, preferably within SaaS, fintech, or investment banking sectors.
Track record of exceeding aggressive growth targets and scaling customer bases rapidly.
Strong understanding of investment banking workflows, compliance challenges, and deal origination processes.
Excellent communication, negotiation, and relationship-building skills.
Proficiency in CRM tools (e.g., Salesforce, HubSpot) and data-driven decision-making.
Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment.

💡 Responsibilities

Develop and execute a go-to-market strategy to 10x our customer base in the two identified investment banking segments within a year.
Own the entire sales lifecycle, from prospecting to closing, ensuring a data-driven and results-focused approach.
Collaborate with cross-functional teams (Marketing, Product, and Customer Success) to align efforts and maximize growth opportunities.
Drive pipeline growth through proactive outreach, leveraging existing networks, referrals, and inbound opportunities.
Implement scalable sales processes, ensuring efficient tracking of leads and opportunities via CRM systems.
Use data insights to refine sales strategies and optimize conversion rates.
Deeply understand the needs and pain points of target customer segments, positioning Finalis as the go-to compliance and deal execution partner.
Foster relationships with key decision-makers to drive long-term partnerships and account expansion.
Act as a thought leader and trusted advisor within the investment banking ecosystem.
Recruit, mentor, and inspire a high-performing sales team to achieve ambitious targets.
Set clear goals and provide ongoing coaching to maximize performance and professional growth.
Foster a culture of accountability, innovation, and customer-first thinking.
Stay informed on industry trends, competitor activities, and customer needs to refine sales tactics and messaging.
Provide actionable feedback to the product and marketing teams to ensure offerings align with market demands.

LeadershipSalesforceCross-functional Team LeadershipCommunication SkillsMicrosoft ExcelProblem SolvingRESTful APIsMentoringNegotiationComplianceRelationship buildingAccount ManagementClient relationship managementSales experienceMarket ResearchTeam managementLead GenerationStrategic thinkingCRMFinancial analysisCustomer SuccessSaaS

Posted about 2 months ago

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