Client Director

The role

The Client Director helps customers by welcoming them, guiding them through onboarding, and ensuring they get lasting value from Autonomous. This role owns the customer relationship and carries customer feedback back to the company to shape the product.

What you will do

• Identify, research, and engage prospective clients through referrals, professional networks, and targeted outreach
• Guide customers from first conversation through onboarding and setup
• Own the customer relationship end to end
• Lead onboarding from invitation to fully live
• Ensure customers realize the full value of the platform
• Establish a relationship model in which clients feel known
• Define service standards, escalation paths, and operating processes
• Build CRM workflows, pipeline reporting, service tools, and performance dashboards
• Serve as the voice of the customer to provide input to the product roadmap
• Set the standards, culture, and operating model for the client team

Required qualifications

• A strong record serving high-net-worth and ultra-high-net-worth clients at a leading private bank, registered investment adviser, multi-family office, or comparable institution
• Active, daily use of AI tools in your work
• Genuine enthusiasm for defining an AI-native way of working
• Strong operating discipline
• Fluency with technology
• Comfort working shoulder to shoulder with product and engineering
• A consultative, professional approach
• Excellent written and verbal communication
• High agency and ownership
• Comfort operating in a fast-moving, early-stage environment
• Hold the Series qualifications required to work as an investment adviser representative: Series 65, or Series 7 + 66

About the company

ATG (Autonomous Technologies Group) is an AI lab deploying frontier reasoning systems within financial markets. Autonomous is an agentic wealth manager built on this foundation.