Account Director, Wealth

Avantos.ai

. Own the technical and solutions narrative for a defined portfolio of enterprise financial-institution accounts from first call to close .

Posted 9/18/2026full-timeNew York City • New York • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex enterprise engagements and strategic customer relationships within the financial services sector, with a strong ability to communicate technical concepts to diverse audiences. Proven experience in running product demos and navigating compliance-heavy buying processes for regulated financial institutions.

Highest-signal resume keywords

7+ Years In Strategic AdvisoryExperience Running Live Product DemosExperience Delivering Into Financial ServicesExperience Presenting To C-Suite StakeholdersFluency In RIA, IBD, Or Wealth-Management Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales EngineeringTechnical PartnershipProduct DemonstrationIntegration QuestionsEnterprise EngagementsCustomer Relationship ManagementTechnical CommunicationOnboarding WorkflowsProofs Of ConceptData Forecasting

Soft Skills

Strong Partnership InstinctsAmbition For LeadershipAbility To Operate In Ambiguity

Certifications & Qualifications

Legally Authorized To Work In The United States

Industry Keywords

B2B SaaSFintechWealth ManagementRegulated Financial InstitutionsChannel PartnershipsDigital Transformation

About the role

Key responsibilities & impact

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 the portfolio
Engage in discovery and qualification conversations early, working directly with the Head of GTM
Scope and run product demos and proofs of concept tailored to each prospect's onboarding and servicing workflows
Partner with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions
Build the demo/POC process into a repeatable playbook
Navigate multi-stakeholder, compliance-heavy buying processes for 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

Requirements

What you’ll need

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
Experience running live product demos and answering technical or integration questions in real time
Experience working or delivering into financial services, wealth management, or another regulated enterprise industry, or genuine curiosity about the space and a fast learning curve
Experience owning complex enterprise engagements or strategic customer relationships from start to finish
Experience working directly with and presenting to C-suite stakeholders at major financial institutions
Ability to communicate technical concepts precisely to both technical and non-technical audiences
Ability to operate without an established playbook or a large team, with real ambiguity to work through
Strong partnership instincts, with ambition to grow into a strategic leadership or team-building role over time
Experience partnering with channel/partnership teams to source and develop opportunities
Experience at an early-stage or AI-native software company
Fluency in RIA, IBD, or wealth-management operations or technology stacks
Legally authorized to work in the United States
Able to meet the onsite requirements for this role