Client Director

Autonomous Technologies Group; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Autonomous Technologies Group in New York seeks a Client Director to welcome new clients, guide onboarding, and ensure lasting value from Autonomous. You own the customer relationship at the intersection of business development and client success, growing the base and feeding the voice of the customer back into the product roadmap.

The role sits at the crossroads of strategy, onboarding, and value realization, with daily interaction across clients, product, and engineering teams to optimize

Qualifications

• Experience serving high-net-worth clients at private banks, RIAs, or similar institutions.
• Daily use of AI tools in client-facing work to drive value.
• Strong ability to build and optimize onboarding processes.
• Demonstrated discipline in documenting standards and improving workflows.
• Comfort collaborating with product and engineering teams to enhance client experience.
• Excellent written and verbal communication skills.
• High ownership and initiative in fast-moving environments.
• Hold Series 65, or Series 7 + 66 compliance qualifications.

Responsibilities

• Identify, research, and engage prospective clients to create a steady flow of opportunities.
• Guide customers from initial conversation through onboarding and setup.
• Own the customer relationship end-to-end, building trust, adoption, and growth.
• Lead onboarding from invitation to live setup with clear momentum.
• Ensure customers realize full value and adapt as needs evolve.
• Establish a client-facing operating model with scalable processes.
• Build CRM workflows, pipeline reporting, and service tools.
• Collect feedback and translate it into product roadmap input.
• Set standards and culture for the client team that follows you.

Skills

HNW client service

AI tools experience

Onboarding expertise

Process discipline

Tech-friendly collaboration

Communication

Proactive ownership

Series 65

Series 7+66

Tools

CRM software

Data dashboards

Job description

About Us

ATG (Autonomous Technologies Group) is an AI lab deploying frontier reasoning systems within financial markets. Autonomous is an agentic wealth manager built on this foundation.

Founders: Early GPU cloud (9 figure exit).

Investors: Led by Garry Tan / YC with participation from one of the most successful quant funds, BoxGroup (Plaid, Ramp, Stripe), and other top-tier angels.

About The Role

Autonomous is building a superintelligent financial companion, a system that understands a person’s complete financial life and acts on it with precision. The Client Director helps that vision reach our customers. You welcome new clients, guide them through onboarding and setup, and make sure they get lasting value from Autonomous. The role sits at the intersection of business development and client success: you own the customer relationship, you grow our base, and you carry the voice of the customer back into the company to shape what we build next.

Responsibilities

• Identify, research, and engage prospective clients through referrals, professional networks, and targeted outreach, building a consistent flow of qualified opportunities
• Guide customers from first conversation through onboarding and setup, and into lasting success with Autonomous
• Own the customer relationship end to end: building trust, driving adoption, and growing our customer base
• Lead onboarding from invitation to fully live, so every relationship begins with clarity and momentum
• Ensure customers realize the full value of the platform, helping them get the most from Autonomous as their needs evolve
• Establish a relationship model in which clients feel known, never managed
• Define the service standards, escalation paths, and operating processes that let the firm grow without compromising quality
• Build the systems the client team runs on: CRM workflows, pipeline reporting, service tools, and performance dashboards
• Serve as the voice of the customer: gather feedback, identify patterns, and translate them into clear input to the product roadmap and ongoing improvements
• Set the standards, culture, and operating model for the client team that comes after you

Requirements

• A strong record serving high-net-worth and ultra-high-net-worth clients at a leading private bank, registered investment adviser, multi-family office, or comparable institution
• Active, daily use of AI tools in your work, and genuine enthusiasm for defining an AI-native way of working
• Strong operating discipline: you build processes, document standards, use data, and continuously improve how work gets done
• Fluency with technology, and comfort working shoulder to shoulder with product and engineering to improve both the client and advisor experience
• A consultative, professional approach and excellent written and verbal communication
• High agency and ownership: you take initiative and follow through
• Comfort operating in a fast-moving, early-stage environment
• Hold the Series qualifications required to work as an investment adviser representative: Series 65, or Series 7 + 66

Why Join ATG

We’re building a small, elite team. If you’re excited by AI, markets, and building from first principles, we’d love to meet you.

• Work on AI with a massive market opportunity
• Early team of repeat founders backed by top investors
• High agency, talent dense, zero bureaucracy