Account Director, Wealth

Company Overview

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.

Backed by Bessemer Ventures and MIT's investment arm, our team unites execution-driven, design-focused founders and leaders from Wharton, MIT, leading design programs, and former unicorn SaaS companies. We are passionate about solving deep industry challenges and developing technology that empowers users to take control of their workflows. If you are driven by client impact, innovative product design, and tackling complex challenges, Avantos offers an environment where you will thrive.

About the Role

Avantos is seeking a highly motivated and experienced Account Director to join our Go-to-Market team, owning the technical and solutions narrative for our most important enterprise financial-institution accounts from first call to signed contract.

We believe the next generation of client