BD Manager, Organizations & Partnerships

ABOUT US

We're building the financial backbone for the most ambitious consumer brands in the country. Our firm combines McKinsey-level strategy, Big Four precision, and founder-grade hustle to serve e-commerce and CPG companies from startup to scale, and from zero to exit.

We strike the right balance between traditional accounting and embedded partnership. We work inside our clients' businesses, providing not just financial clarity but operational firepower to move fast, stay lean, and grow with confidence.

If you're looking to do the best work of your career — surrounded by smart, motivated, kind people — we'd love to meet you.

THE ROLE

We have already built the hard part: the platform, the service lines, and the team. You will not inherit a cold start. You step into an established brand, a senior team that clients already trust, and steady inbound from our network and our founder.

Your job is to widen the top of that funnel and own the relationships that feed it. We are hiring a BD Manager, Organizations & Partnerships to source new client opportunities, develop and manage our channel partnerships, and run our presence in the market through events and brand-building. You create momentum and get the right founders and CEOs into conversations with our senior team. You open the door and set the table. Our Managing Director, CFOs, Controllers, and founder lead the financial and accounting review, shape the pitch, and close the work. You keep the process moving underneath: follow-ups, NDAs, information requests, and the data room, and you keep the pipeline clean and current.

This role reports into our Founder and CEO, Faheem Siddiqi.

WHAT THIS ROLE IS, AND IS NOT

This is an origination and relationship role, not a closing role. We sell consultatively to founders

and CEOs, and we win on our body of work, reputation and trust. You will spend your time finding and warming the right relationships, then handing a qualified conversation to the senior

team. You won’t carry a closing quota.

RESPONSIBILITIES

1. Originate New Opportunities

• Source new client relationships across consumer brands, drawing on your network in asset- based lending, commercial lending, private credit, fintech, and the broader consumer ecosystem

• Get qualified founders and CEOs into first conversations with our senior team, month over month and week over week.

• Run a consistent origination motion that combines warm introductions, targeted outbound, and relationship follow-up

• Research target brands and read the signals that a company is ready for our help: a growth inflection, a capital event, liquidity pressure, a new sponsor, or new leadership

2. Own Channel Partnerships

• Develop and manage the referral relationships that drive a large share of our pipeline: sponsors, lenders, private credit funds, investment banks, brokers, and adjacent service providers

• Keep partners engaged with a steady cadence of contact, value, and reciprocity

• Track partner-sourced pipeline so no introduction goes cold and every relationship is worked

• Identify, open, and formalize new referral channels over time

3. Build Market Presence & Brand Equity

• Own our presence at the industry events, conferences, and gatherings where founders and capital partners spend their time

• Plan and run the firm’s event calendar, from selection through on-site presence through follow- up

• Represent FinanceWithin in the market with the credibility founders and CEOs expect

• Turn events and relationships into durable brand presence, so the firm is known and trusted in our verticals

4. Run The Deal Process & Keep The Pipeline Clean

• Support every active deal with the mechanics that keep it moving: follow-ups, NDAs, information requests, and data room setup

• Keep the pipeline clean, current, and accurate so leadership always sees the true state of the funnel

• Free the senior team to focus on the financial review, the accounting review, and the pitch

• Build and improve the templates, cadence, and systems that make origination repeatable rather than one-off

• Work in a human-led, AI-driven way, using Claude and modern tools to research, prepare, and move faster without losing rigor

QUALIFICATIONS

• 5-7 years in origination, business development, relationship management, or a client-facing role in finance or a related field (required)

• Background in asset-based lending, commercial lending, private credit, or fintech, with an active network of consumer brands and founders (required)

• A real rolodex: relationships you can activate now

• Comfort building and holding relationships with founders, CEOs, and senior capital partners

• Strong organization and follow-through; you keep a pipeline clean and let nothing fall through the cracks

• Familiarity with consumer business models such as DTC, retail, omnichannel, and wholesale (strongly preferred)

• Self-directed and commercially minded; you create momentum without waiting for direction

• Comfortable in a lean, high-performance, distributed team

• Human-led, AI-driven mindset; willing to use Claude and modern tools to work faster

You do not need to be a closer. You need to be an exceptional originator and relationship-builder who can put our senior team in front of the right people.

What You’ll Love

• A commercial seat at one of the fastest-growing firms in the country, where the relationships you build directly drive our growth

• Direct partnership with the founder and senior team on live deals

• A clear, high-impact mandate: own the top of the funnel and the relationships that feed it

• Remote-first culture with deep collaboration and little bureaucracy

• Competitive base with meaningful upside tied to the pipeline and partnerships you build

• A firm that rewards performance and gives you room to grow with the function as we scale