2 часа назад
Client Director (AI)
200 000 - 300 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Director (AI/Financial Markets): Building client acquisition, onboarding, and success operations for an AI-native wealth management platform with an accent on high-net-worth client relationships, service standards, and customer adoption. Focus on designing CRM workflows and performance dashboards, translating customer feedback into product improvements, and establishing the operating model for a growing client team.
Location: Hybrid in San Francisco or New York City, United States
Salary: $200K–$300K plus equity
Company
is an AI lab deploying frontier reasoning systems in financial markets, including an agentic wealth management product.
What you will do
- Identify, research, and engage prospective high-net-worth and ultra-high-net-worth clients.
- Guide clients from initial conversations through onboarding, setup, adoption, and long-term success.
- Own client relationships end to end, building trust and growing the customer base.
- Define service standards, escalation paths, and operating processes for scalable client delivery.
- Build CRM workflows, pipeline reporting, service tools, and performance dashboards.
- Gather customer feedback and translate recurring patterns into product roadmap input and improvements.
Requirements
- Strong experience serving high-net-worth and ultra-high-net-worth clients at a leading private bank, registered investment adviser, multi-family office, or comparable institution.
- Daily professional use of AI tools and enthusiasm for developing an AI-native way of working.
- Strong operating discipline, including process design, documentation, data use, and continuous improvement.
- Technology fluency and the ability to collaborate closely with product and engineering.
- Consultative approach with excellent written and verbal communication skills, initiative, and ownership.
- Series 65, or Series 7 plus Series 66, required to work as an investment adviser representative.
Nice to have
- Experience operating in a fast-moving, early-stage environment.
Culture & Benefits
- Work on AI in the financial markets with a large market opportunity.
- Join an early team of repeat founders backed by leading investors.
- Operate in a small, talent-dense environment with high agency and minimal bureaucracy.
- Equity is included in the compensation package.
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