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Hiring Remotely in United States
Remote or Hybrid
Senior level
Fintech • Software
We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Strategic revenue-generating role managing and expanding relationships with law firms advisory firms and private equity sponsors to originate referral-based and co-sell opportunities across DFIN's capital markets and compliance product portfolio. Drive pipeline execute partner-led GTM initiatives and coordinate cross-functional teams to close complex multi-product deals.
Summary Generated by Built In
Join a dynamic team at the pulse of global markets where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years we are committed to our employees' total well-being. Enjoy competitive compensation a flexible workplace comprehensive benefits and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Capital Markets Partner Account Executive (PAE) is a strategic revenue-generating role responsible for developing managing and expanding DFIN's relationships with key external partners including law firms advisory firms and private equity sponsors.
This role focuses on originating new revenue opportunities across DFIN's full product portfolio-ActiveDisclosure Venue Compliance Proxy and Transactions-by embedding DFIN more deeply within partner ecosystems and driving referral-based and co-sell motions.
The PAE serves as a trusted advisor to partners aligning DFIN's capabilities to partner and client needs and positioning DFIN as the partner of choice throughout the capital markets transaction lifecycle.
Responsibilities
Additional Responsibilities
Qualifications:
It is the policy of Donnelley Financial Solutions to select place and manage all its employees without discrimination based on race color national origin gender age religion actual or perceived disability veteran status actual or perceived sexual orientation genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years we are committed to our employees' total well-being. Enjoy competitive compensation a flexible workplace comprehensive benefits and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Capital Markets Partner Account Executive (PAE) is a strategic revenue-generating role responsible for developing managing and expanding DFIN's relationships with key external partners including law firms advisory firms and private equity sponsors.
This role focuses on originating new revenue opportunities across DFIN's full product portfolio-ActiveDisclosure Venue Compliance Proxy and Transactions-by embedding DFIN more deeply within partner ecosystems and driving referral-based and co-sell motions.
The PAE serves as a trusted advisor to partners aligning DFIN's capabilities to partner and client needs and positioning DFIN as the partner of choice throughout the capital markets transaction lifecycle.
Responsibilities
- Partner Strategy & Relationship Management
- Build develop and maintain executive-level relationships across law firms advisory firms and private equity sponsors
- Establish DFIN as a strategic partner by aligning DFIN solutions to partner business priorities and client needs
- Drive structured partner coverage and engagement plans including regular touchpoints joint account planning and pipeline reviews
- Expand DFIN's share of wallet within partner ecosystems by increasing visibility and engagement across partner networks
- Revenue Generation & Opportunity Creation
- Identify originate and qualify new transaction and compliance opportunities sourced through partner relationships
- Drive pipeline creation across all DFIN product lines including:
- Transactions (IPO M&A SPAC follow-on offerings)
- ActiveDisclosure (financial reporting and SaaS solutions)
- Venue (deal management platform)
- Proxy and compliance solutions
- Partner closely with GCMs DCMs and product specialists to advance and close opportunities
- Lead or support co-selling motions with partners on high-value opportunities
Additional Responsibilities
- Partner-Led Go-to-Market Execution
- Drive referral-based and partner-led deal origination particularly within law firm and private-equity-driven transaction flows
- Develop and execute joint go-to-market initiatives including events roadshows thought leadership and campaigns
- Position DFIN within partner-led engagements as a value-added extension of the partner team
- Support partners in client-facing situations including presentations deal strategy and solution positioning
- Transaction & Lifecycle Expertise
- Maintain a deep understanding of the capital markets transaction lifecycle and key stakeholders (legal finance advisory)
- Align DFIN solutions to partner and client needs across pre-deal active deal and post-transaction compliance phases
- Support partners with transaction readiness positioning and execution strategies
- Partner with Transaction Account Managers and internal teams to ensure seamless delivery and a high-quality client experience
- Cross-Functional Collaboration
- Orchestrate internal DFIN resources including GCMs DCMs Solution Engineers Transaction Account Managers and Service teams to support partner opportunities
- Ensure alignment across Sales Service and Product teams to deliver a consistent and high-quality experience
- Collaborate on account planning and expansion strategies for jointly covered partner opportunities
Qualifications:
- Strong experience in capital markets financial reporting legal or advisory environments
- Demonstrated success building managing and monetizing strategic partner relationships
- Deep understanding of transactional workflows and multi-stakeholder ecosystems
- Proven ability to drive complex multi-product sales cycles
- Executive presence with the ability to influence partners and senior client stakeholders
- Strong collaboration skills with the ability to operate effectively across cross-functional teams
It is the policy of Donnelley Financial Solutions to select place and manage all its employees without discrimination based on race color national origin gender age religion actual or perceived disability veteran status actual or perceived sexual orientation genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Skills Required
- Experience in capital markets financial reporting legal or advisory environments
- Proven success building managing and monetizing strategic partner relationships
- Deep understanding of transactional workflows and multi-stakeholder ecosystems
- Proven ability to drive complex multi-product sales cycles
- Executive presence with ability to influence partners and senior client stakeholders
- Strong collaboration skills to operate effectively across cross-functional teams
What the Team is Saying
DFIN Compensation & Benefits Highlights
- Flexible Benefits—Many teams operate with remote or “fully flex” arrangements and some roles use flexible or “unlimited” PTO. The core package also includes lifestyle perks like employee discounts and optional legal/ID protection.
- Parental & Family Support—Paid parental leave for both parents (e.g. 6 weeks fully paid) is offered alongside adoption assistance FMLA and a post‑leave return‑to‑work program. These provisions extend support beyond standard parental leave.
- Retirement Support—A 401(k)/Savings Plan with employer matching is available through Empower complemented by an ESPP and opportunities for equity. This mix creates multiple pathways for long‑term savings and ownership.
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The Company
HQ: Chicago IL
1750 Employees
Year Founded: 2016
What We Do
DFIN is a leading global risk and compliance solutions company. We provide domain expertise software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate regulations evolve technology advances and through it all DFIN delivers confidence with the right solutions in moments that matter.
Why Work With Us
DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.
Gallery
DFIN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We operate in a fully flexible work environment. Our employees can continue to work remotely our offices remain open and available for collaboration.
Typical time on-site: Flexible
HQChicago IL
Located in the heart of downtown Chicago’s financial district we are steps from all Metra stations good eats and entertainment.
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