Sr. Client Director - Financial Services (Wealth & Asset Management)

Auxo Solutions LLC; United States; Remote; USD 185,000 - 230,000; Full time

Job summary

An established industry player is seeking a Senior Client Director to lead business development in financial services. This pivotal role involves creating trusted client relationships, driving growth, and mentoring teams in a dynamic consulting environment. With a focus on delivering custom fintech solutions, you will leverage your extensive experience to achieve business objectives and enhance market positioning. Join a forward-thinking firm that values innovation and collaboration, offering a comprehensive benefits package and a competitive salary. If you're ready to make a significant impact in the financial services sector, this opportunity is tailored for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short Term Disability

Long Term Disability

Flexible Paid Time Off (PTO)

Paid Holidays

Profit Sharing Bonus

Monthly Wellness Stipend

Qualifications

• 10+ years in management or consulting focused on financial services.
• Proven leadership and ability to manage client relationships effectively.

Responsibilities

• Lead market development and build relationships with clients.
• Provide guidance and oversight for financial services initiatives.
• Achieve sales targets while collaborating with teams.

Skills

Leadership

Client Management

Project Management

Business Development

Financial Services Expertise

Software Development Lifecycle (SDLC)

Education

Bachelor’s Degree

Advanced Degree

Job description

About Auxo Solutions

Auxo Solutions is a trailblazing software development firm specializing in Unqork-based applications. Founded and operated by former Unqork employees, no one has a stronger foundation in engineering than our team.

Viewed as a key senior leader within Auxo’s technology consulting business, the Sr. Client Director drives meaningful commercial success by creating trusted relationships with clients, actively pursuing work at accounts, creating leads, and ensuring successful project delivery through partnership with the Delivery Organization. As part of the Client Partnership team, the Sr. Client Director - Financial Services will contribute to setting business direction, strategy, and priorities and take ownership for driving the overall growth and scalability of the financial services line of business.

What you'll do

• Lead business and market development efforts including identifying opportunities, developing relationships, scoping prospective engagements, and developing proposals.
• Provide methodological guidance, oversight and program delivery for financial services initiatives.
• Provide leadership to Client Partnership and Delivery teams; mentor junior staff.
• Build positive working relationships with customers, consulting staff, managers, leadership, and internal support teams.
• Develop and lead, independently, a large customer book of business.
• Support the development of a growing healthy Advisory Group and overall Consulting business unit, above and beyond individual contributions of sales and book of business.
• Achieve a billable utilization and sales targets, while collaborating with others to attain overall business objectives and metrics.

How do you know if you're a fit?

• You've held roles of increasing responsibility across Financial Services, becoming a SME in Retirement Services / Wealth Management specifically AND.
• You've held a leadership position at a software development or consulting company, focusing on delivering custom software solutions / Fintech solutions to Financial Services companies.
• You have a strong understanding of the SDLC.
• You've overseen software development delivery on a project-level.

Qualifications

• 10+ years of management / strategy or technology consulting experience focused on financial services and/or fintech.
• Bachelor’s degree from an accredited college/university; advanced degree is preferred.
• Demonstrated leadership, client management, and project management skills, along with a strong business development track record.
• Exceptional interpersonal skills with a demonstrated ability to gain the confidence and respect of senior level executives.
• Known authority in Retirement Services / Wealth Management; able to leverage external network to improve profitable revenues and market positioning.
• Demonstrated excellence in successfully selling, delivering and growing a consulting book of business.
• Up to 20% travel may be required (to client sites).

Other Info

• Benefits may include: Medical, Dental, and Vision Insurance, Life, Short Term Disability, and Long Term Disability Insurance, Flexible Paid Time Off (PTO), Paid Holidays, Profit Sharing based bonus potential, ability to contribute to company 401(k), and Monthly wellness stipend in addition to welcome/office set-up stipend.
• US based candidates only. This role is not eligible for sponsorship at this time.

The pay range for this role is:

185,000 - 230,000 USD per year (Remote (US))