Client Director, AI-Driven Wealth Platform

Autonomous Technologies Group; San Francisco (CA); On-site; USD 180,000 - 300,000; Full time

Job summary

Autonomous Technologies Group seeks a Client Director to guide new clients through onboarding and setup, ensuring they realize maximum value from Autonomous. You will own the customer relationship, drive adoption, and expand the client base while translating client feedback into product improvements.

The role sits at the intersection of business development and client success, requiring strong communication and a proactive, ownership-driven mindset in a fast-moving, early-stage environment.

Qualifications

• Experience serving high-net-worth and ultra-high-net-worth clients at private banks, RIAs, or similar institutions.
• Active daily use of AI tools in your work and enthusiasm for AI-native workflows.
• Strong operating discipline: building processes, documenting standards, and using data to improve work.
• Fluency with technology and collaboration with product/engineering to improve the client and advisor experience.
• Consultative, professional communication skills.
• High agency and ownership: initiative and follow-through.
• Comfort in a fast-moving, early-stage environment.
• Series 65 or Series 7 + 66 licenses are required.

Responsibilities

• Identify, research, and engage prospective clients to generate a steady stream of qualified opportunities.
• Guide clients from initial conversation through onboarding and setup to achieve lasting value.
• Own the customer relationship end-to-end, building trust, driving adoption, and growing the base.
• Lead onboarding from invitation to fully live to ensure clarity and momentum.
• Ensure clients realize the full value of the platform as their needs evolve.
• Establish a relationship model where clients feel known, not managed.
• Define service standards, escalation paths, and processes that support growth without sacrificing quality.
• Build CRM workflows, pipeline reporting, service tools, and performance dashboards.
• Capture client feedback and translate it into product roadmap input.
• Set the standards, culture, and operating model for the client team that follows.

Skills

Client relationships

Onboarding

CRM workflows

Data-driven decisions

Communication

Ownership

Fast-paced environment

AI tools usage

Education

Series 65

Series 7 + 66

Tools

AI tools

Job description

Autonomous Technologies Group seeks a Client Director to guide new clients through onboarding and setup, ensuring they realize maximum value from Autonomous. You will own the customer relationship, drive adoption, and expand the client base while translating client feedback into product improvements.

The role sits at the intersection of business development and client success, requiring strong communication and a proactive, ownership-driven mindset in a fast-moving, early-stage environment.