Enterprise Account Director, Wealth AI Solutions

Avantos AI; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Avantos AI is seeking a highly motivated Account Director to join our Go-to-Market team, owning the technical and solutions narrative for our enterprise financial-institution accounts from first call to signed contract. This is a senior, high-impact role with ownership of the full customer relationship in a fast-growing AI-native fintech environment.

You will lead live product demos, manage multi-stakeholder buying processes in banks and RIAs, and maintain accurate pipeline data in real time.

Qualifications

• 7+ years in a strategic advisory, sales engineering, or hybrid technical-partnership role at a B2B SaaS or fintech company, or equivalent experience in technology/management consulting or digital transformation work
• Running live product demos and answering technical or integration questions in real time
• Working or delivering into financial services, wealth management, or another regulated enterprise industry, or genuine curiosity about the space and a fast learning curve
• Owning complex enterprise engagements or strategic customer relationships from start to finish
• Working directly with and presenting to C-suite stakeholders at major financial institutions
• Communicating technical concepts precisely to both technical and non-technical audiences
• Operating without an established playbook or a large team, with real ambiguity to work through
• Demonstrating strong partnership instincts, with ambition to grow into a strategic leadership or team-building role over time

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 directly with the Head of GTM
• Scope and run product demos and POCs tailored to each prospect's 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

Technical partnerships

Product demos

POCs

C-suite communication

Stakeholder management

Partnership instincts

Job description

Avantos AI is seeking a highly motivated Account Director to join our Go-to-Market team, owning the technical and solutions narrative for our enterprise financial-institution accounts from first call to signed contract. This is a senior, high-impact role with ownership of the full customer relationship in a fast-growing AI-native fintech environment.

You will lead live product demos, manage multi-stakeholder buying processes in banks and RIAs, and maintain accurate pipeline data in real time.