# Account Director, Wealth at Avantos

- Company: Avantos
- What the company does: Avantos is the AI native operating system for client management, delivering a new operating layer with AI agents that power onboarding, servicing, and growth while fitting seamlessly into your existing technology stack. Backed by Bessemer.
- Company website: https://avantos.ai/
- Type: Startups (AI role)
- Level: Principal and up
- Location: New York City
- Work setup: Remote
- Posted: 2026-09-17
- Apply by: 2026-11-01
- Apply: https://jobs.ashbyhq.com/avantos/2ebe42f2-7a5b-453a-87b7-257c11b76419
- Page: https://www.1752.vc/careers/jobs/avantos-account-director-wealth/

## About the role

Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle.

## What they're looking for

- 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

Tags: GTM