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2 часа назад

Client Director (AI)

200 000 - 300 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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