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Head of Product


Finalis is developing the largest decentralized investment banking platform in the world.

As the fastest growing tech-enabled investment banking platform for dealmakers, Finalis delivers a one-stop-shop to collaborate, engage and drive results for independent M&A advisories, placement agencies, and boutique investment banks. We are replacing a fragmented & rigid infrastructure with a unified & customizable white-labelled platform that enables the next generation of dealmakers to win and close more deals.

Join us in disrupting the securities industry, for good.

ABOUT the role

As a Head of Product at Finalis, you’ll be responsible for product planning, scoping, and execution across all three product lines. You'll work across multiple stakeholders at Finalis to explore problem spaces and help define concrete projects for the product engineering team to tackle to unlock Finalis’ growth as a business.

We create products for three major user groups – our clients, our compliance team, and our servicing team.

Clients: Our clients are boutique investment banks, placement agencies and independent dealmakers across the U.S. The dealmaking back office is complex, involving compliance, productivity tools like virtual data rooms, and business development. It should be quick and easy for clients to keep Finalis’ compliance officers apprised of all compliance items, manage their deals across their lifecycle, and grow revenue by identifying new deals and exploring co-brokerage opportunities.

Compliance: Compliance is the backbone of a broker-dealer’s operation. Compliance officers at Finalis require a dashboard environment that will enable them to centrally organize the information they need to make well informed and high quality decisions for Finalis’ clients. It should be quick and easy for compliance officers to communicate with clients, have information regarding clients in a central location, render high quality compliance decisions based on that information, and generate reports on clients and deals.

Servicing: This team includes account managers and operations specialists responsible for providing stellar service to our clients outside of compliance. They are the backbone of the company since the quality and efficiency of their work directly translate into year-over-year retention of Finalis' clients.

We value collaboration with cross-functional peers and encourage them to work directly with us in exploring their issues and how a combination of product, process and systems may help them progress towards their goals. You should feel comfortable communicating technical and product development processes to a non-technical audience and with the leadership team. You notice when there are foundational things that aren't working for the product and actively invest in these projects for the benefit of the team and company long term.

You will:

  • Understand customer needs and gather product requirements.
  • Identify market opportunities and refine a coherent vision and strategy within a product area.
  • Engage closely with the Engineering team to determine the right technical path to take to achieve our long term roadmap, make the right effort/return trade-offs, and manage the execution of projects to reasonable implementation schedule.
  • Launch and develop new products on a regular basis.
  • Manage internal stakeholders to optimize the impact of product launches on business needs.


  • Competitive compensation
  • Stock Options
  • Health Insurance
  • Unlimited PTO


  • Experience: 5-8 years of product management experience with software products. Deep knowledge of how an high-output engineering organization should function and clear expectations of different players and partners within engineering org.
  • Systems thinking: Ability to see how various products and features should fit together to serve the operations team, with the analytical skills to justify the approach being taken. Demonstrated ability to identify foundational issues with product strategy and then actively invest in these projects for the benefit of the team and company long term.
  • Execution: Self-starter, independently motivated. Bias towards action and experimentation. Capacity to juggle multiple simultaneous projects while maintaining incredible attention to detail.
  • Communication and collaboration: Demonstrated ability to work closely with and effectively manage stakeholders within design, operations, engineering, user research, and other business functions. Ability to create and communicate intuitive frameworks for thinking about products.
  • Strong presentation and communication skills (oral and written) for technical and non-technical colleagues up to and including the executive-level.

Nice to haves:

  • Long-term product strategy: Experience creating strategic product roadmaps that span multiple years.
  • Relevant domain spaces: prior experience with fintech, marketplaces, investment banking, workflow optimization, and other products at the intersection of user experience & operations management.
  • Background in Computer Science, Math and Statistics, Operations Research or a related technical discipline.
  • Experience managing product managers and/or other product adjacent functions (e.g. designers, analysts). We're growing!

This position is open to remote candidates with a preference for those between the GMT-5 (Eastern EST) and GMT-8 (Pacific PST) time zones.

Average response time:

1-2 days







  • 📍 Remote - USA



Finalis is on a mission to power dealmakers by developing the largest decentralized investment banking platform in the world.









San Francisco, CA, United States