Finance Experts (Expert Networks/Fintech/Investor Relations Focus)

About the Role

Expert Networks, Fintech, and Investor Relations

Key Responsibilities

• Provide strategic advisory services on Expert Network operations, including platform optimization, expert recruitment, and client engagement strategies
• Design fintech product development frameworks and go-to-market strategies for B2B and B2C financial technology solutions
• Optimize investor relations strategies and communication frameworks for various financial institutions
• Deliver specialized insights on fintech innovation, expert network methodologies, and investor communication best practices
• Provide strategic insights on fintech market trends, expert network industry dynamics, and investor relations optimization
• Lead expert network calls and consulting sessions, leveraging deep understanding of platform operations and client needs

Required Qualifications

• Minimum 5+ years experience in finance or related fields

  with specific focus on Expert Networks, Fintech, or Investor Relations

• Advanced degree (MBA, CFA, or equivalent professional certification is a plus)
• Proven track record in Expert Network platforms, Fintech companies, or Investor Relations roles within financial institutions
• Strong analytical and communication skills with ability to present complex concepts clearly
• Experience with expert network methodologies, fintech product development, or institutional investor communication strategies
• Demonstrated expertise in expert network operations, fintech market analysis, or investor relations management
• Professional background in Expert Networks (GLG, Guidepoint, Third Bridge, AlphaSights, Tegus), Fintech companies, or Investor Relations teams
• Advanced AI Systems Knowledge: Familiarity with Large Language Models (LLMs) and their applications in finance
• LLM Use Cases Expertise: Deep understanding of common AI applications in your specific finance vertical
• Advanced understanding of expert network client needs, fintech user experience design, or investor communication technologies

Preferred Experience

• Expert Network Experience:

  Deep operational knowledge of top-tier platforms (GLG, Guidepoint, Third Bridge, AlphaSights, Tegus) including expert recruitment, client management, and platform optimization

• Financial Data Providers:

  Proficiency with Bloomberg Terminal, Refinitiv, FactSet, S&P Capital IQ

• Fintech Experience:

  Product development, user experience optimization, and market positioning in B2B/B2C financial technology

• Investor Relations:

  Strategic communication, earnings preparation, stakeholder management, and investor targeting

• Expert Network Operations:

  Platform management, expert vetting processes, client consultation methodologies

• Advisory Services:

  Previous consulting or expert network experience

Contract Terms

• Remote Work:

  100% flexible location independence

• Competitive Compensation:

  Hourly rates commensurate with experience and specialization

• Hours-Based:

  Flexible consulting hours based on your availability and expertise needs

• Strategic Advisory:

  Focus on high-level guidance and framework development

• Professional Development:

  Access to exclusive industry networks and learning opportunities

How to Apply

Please submit your resume and a cover letter that specifically addresses:

1. Your 5+ years of finance experience, with emphasis on Expert Network, Fintech, or Investor Relations experience
2. Your specific experience with Expert Network platforms, Fintech companies, or Investor Relations roles with concrete examples
3. Your strategic advisory/consulting experience with outcomes achieved
4. Your experience with expert network operations, fintech product development, or investor communication strategies
5. Your availability for consulting work and motivation for advisory roles

If you are passionate about Expert Networks, Fintech innovation, and Investor Relations excellence, we'd love to hear from you!