Account Director, AI-Driven Wealth Tech

Avantos.ai; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Avantos AI is seeking an experienced Account Director to join our Go-to-Market team, owning the technical and solutions narrative for enterprise financial-institution accounts from first call to signed contract. You will navigate multi-stakeholder, compliance-heavy procurement in banks, RIAs, and other regulated institutions, partnering with GTM leadership to drive value and growth.

Reporting to the Head of GTM, you will scope and run product demos and POCs, build a repeatable playbook, and

Qualifications

• 7+ years in strategic advisory, sales engineering, or hybrid technical-partnership roles in B2B SaaS or fintech.
• Experience running live product demos and answering technical/integration questions in real time.
• Experience in financial services, wealth management, or regulated enterprises, or strong rapid-learning ability.
• Ownership of complex enterprise engagements or strategic customer relationships from start to finish.
• Experience presenting to C-suite stakeholders at major financial institutions.
• Ability to explain technical concepts to both technical and non-technical audiences.
• Ability to operate without a playbook or large team, handling ambiguity.
• Strong partnership instincts with growth into leadership.

Responsibilities

• Own the technical and solutions narrative for a defined portfolio of enterprise financial-institution accounts, from first call to close.
• Serve as the single technical point of contact for every account in your portfolio.
• Engage in discovery and qualification conversations early, working with the Head of GTM.
• Scope and run product demos and POCs tailored to onboarding and servicing workflows, partnering with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions.
• Build that demo/POC process into a repeatable playbook, since none currently exists.
• Navigate the multi-stakeholder, compliance-heavy buying processes that come with selling into banks, RIAs, and other regulated financial institutions.
• Keep pipeline and forecast data current in real time.
• Partner with the partnerships team to advance channel-sourced opportunities.

Skills

Strategic advisory

Sales engineering

Hybrid technical-partnership

Demos & POCs

C-suite communication

Financial services domain

Ambiguity tolerance

Job description

Avantos AI is seeking an experienced Account Director to join our Go-to-Market team, owning the technical and solutions narrative for enterprise financial-institution accounts from first call to signed contract. You will navigate multi-stakeholder, compliance-heavy procurement in banks, RIAs, and other regulated institutions, partnering with GTM leadership to drive value and growth.

Reporting to the Head of GTM, you will scope and run product demos and POCs, build a repeatable playbook, and