Client Director

Autonomous Technologies Group
San Francisco, New York
Workplace: RemoteFull timeUSD 200,000 - 300,000 annuallyFunction: Executive & General ManagementExperience: 5+ yearsSkills: ["Consultative approach","Written communication","Verbal communication","High ownership","Fast-moving environment"]

Own the end-to-end client relationship for a superintelligent financial companion—welcome new clients, guide onboarding and setup, and ensure they realize lasting value as their needs evolve. Build trust, drive adoption, grow the customer base, and define service standards and escalation paths. Create the client-team operating model and systems (CRM workflows, reporting, dashboards), while serving as the voice of the customer to shape the product roadmap.

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Autonomous Technologies Group
Autonomous Technologies Group
1 day ago

Client Director

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Last checked: 16 hours agoStatus: Live

Job Summary

Own the end-to-end client relationship for a superintelligent financial companion—welcome new clients, guide onboarding and setup, and ensure they realize lasting value as their needs evolve. Build trust, drive adoption, grow the customer base, and define service standards and escalation paths. Create the client-team operating model and systems (CRM workflows, reporting, dashboards), while serving as the voice of the customer to shape the product roadmap.
Location: San Francisco, New York
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Identify, research, and engage prospective clients through referrals, professional networks, and targeted outreach.
  • •Guide customers from first conversation through onboarding and setup into lasting success.
  • •Own the customer relationship end to end: build trust, drive adoption, and grow the customer base.
  • •Lead onboarding from invitation to fully live, ensuring clarity and momentum.
  • •Serve as the voice of the customer by gathering feedback, identifying patterns, and translating them into product roadmap input.

Pay and Benefits

Salary: USD 200,000 - 300,000 annually

Key Requirements

  • •Strong record serving high-net-worth and ultra-high-net-worth clients at a private bank, registered investment adviser, multi-family office, or comparable institution.
  • •Active, daily use of AI tools and enthusiasm for defining an AI-native way of working.
  • •Strong operating discipline: build processes, document standards, use data, and continuously improve how work gets done.
  • •Fluency with technology and comfort collaborating with product and engineering to improve client and advisor experience.
  • •Series qualifications to work as an investment adviser representative: Series 65, or Series 7 + 66.
Experience:5+ yearsFinancial servicesWealth managementPrivate bankingRegistered investment advisoryMulti-family office
Skills:Consultative approachWritten communicationVerbal communicationHigh ownershipFast-moving environment
Certifications:Series 65Series 7Series 66
Tech Stack:AI toolsCRM workflowsPipeline reportingService toolsPerformance dashboards

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Autonomous Technologies Group
Develops autonomous driving and teleoperation solutions, focusing on retrofitting commercial vehicles and industrial equipment to operate with advanced autonomy, remote control, and fleet management capabilities for logistics, mining, and industrial applications.
Industry: Autonomous Vehicles
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