---
title: 'Account Director, Wealth at Avantos AI'
canonical: 'https://feeny.ai/job/account-director-wealth-avantos-ai-new-york-zeyf3qtd9sxb'
type: 'job'
last_seen: '2026-11-05'
---

# Account Director, Wealth at Avantos AI

- **Company:** Avantos AI
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-17
- **Last confirmed live:** 2026-11-05
- **Apply:** https://jobs.ashbyhq.com/avantos/2ebe42f2-7a5b-453a-87b7-257c11b76419

## Job description

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 onboarding and servicing for wealth management, insurance, banking and other regulated financial institutions will be built on AI-native infrastructure. The GTM team's mission is to prove that value directly with the institutions that need it most. Reporting to the Head of GTM, this role is a mixture of technical fluency, strategic thinking, and ownership over the full customer relationship. This is one of the first dedicated solutions hires on the GTM team, with real scope to define what the function looks like long term.

In This Role, You Will

- 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 your portfolio
- Engage in discovery and qualification conversations early, working directly with the Head of GTM
- Scope and run product demos and POCs tailored to each prospect's onboarding and servicing workflows, partnering with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions
- Build that demo/POC process into a repeatable playbook, since none currently exists
- Navigate the multi-stakeholder, compliance-heavy buying processes that come with selling into 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

## Minimum Qualifications

- 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
- Operating without an established playbook or a large team, with real ambiguity to work through
- Demonstrating strong partnership instincts, with ambition to grow into a strategic leadership or team-building role over time

## Nice to Have

- Experience partnering with channel/partnership teams to source and develop opportunities
- Time at an early-stage or AI-native software company
- Fluency in RIA, IBD, or wealth-management operations or technology stacks

## About Avantos AI

## Company Overview
- **One-liner**: Avantos is the AI-native operating system for client management, powering how financial institutions onboard, service, and grow client relationships.
- **Entity Type**: Private (Series A – $25M led by Bessemer Venture Partners, with total funding of $44.2M)
- **Headquarters**: New York, NY, USA
- **Founded**: 2024
- **Founders**: Bassam Chaptini (Co-Founder & CEO) and Rabih Ramadi (Co-Founder & CEO)

## Core Business
- **Primary industry**: Financial services technology (Fintech) – client management software for banks, wealth managers, and other financial institutions.
- **Target customers**: B2B, Enterprise (financial institutions seeking to modernize onboarding, servicing, and relationship management).
- **Mission**: To build the operating system for the next generation of client management, unifying fragmented systems into a shared layer of context where AI agents turn data into continuous insight and execution.

## Products & Services
- **Avantos Platform**: AI-native operating system that integrates with existing CRMs, custodians, and core systems. It includes customizable workflows for onboarding and servicing, a knowledge graph that unifies client data, and AI agents that automate tasks such as data collection, document extraction, and follow-ups. Key modules: Onboarding, Servicing, Relationship Management, Upsell & Growth, Operations & Control.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding of $44.2M (Seed $19.2M in two rounds, Series A $25M in February 2026)
- **Notable Investors/Partners**: Bessemer Venture Partners (Series A lead), E14 Fund (Seed lead), plus other institutional investors.
- **Growth Signals**: Headcount grew 171.4% year-over-year (LinkedIn reports 33 employees; Built In reports 38). Recent $35M Series A announcement. Trusted by leading financial institutions (e.g., SEI as a client partner). Active hiring across engineering, product, and client solutions roles.

## Competitive Advantages
- **Knowledge graph** that layers on top of existing systems, creating a single system of context for humans and AI.
- **AI-native agentic workflows** that reduce manual monitoring, handoffs, and decision latency.
- **Enterprise-grade security** – SOC2 certified, built for compliance and auditability from the ground up.
- **No-replacement integration** – works with existing CRMs and core systems, lowering switching costs for financial institutions.
- **Repeat fintech founders** with deep expertise in AI, financial services, and enterprise software.

## Strategic Focus
- Expand platform adoption across financial institutions, scaling AI capabilities for onboarding and ongoing client servicing.
- Continue to build out the engineering, product, and client solutions teams to support growth.
- Deepen integrations with custodians and core systems to become the standard operating layer for client management.

## Why Work Here
- **Culture**: “Massive influence” – employees directly shape client success and product roadmap. Strategic ownership of core enterprise clients. Work alongside founders, engineers, designers, and product leaders. Career acceleration into leadership roles.
- **Remote/Hybrid**: HQ in New York, NY (in-office for most roles). Some positions (e.g., Senior DevOps Engineer) are listed as fully remote. Hybrid options available for certain roles. Offices also in Novi Sad (Serbia), with team members in the UK and Brazil.
- **Notable perks**: Mission-driven impact redefining financial services through intelligent automation. Opportunity to work at the intersection of AI, enterprise software, and financial services. Competitive compensation and growth opportunities.

## Sources
1. [avantos.ai](https://avantos.ai/)
2. [avantos.ai/company](https://avantos.ai/company)
3. [builtin.com](https://builtin.com/company/avantos-ai)
4. [linkedin.com](https://www.linkedin.com/company/avantos-ai)
5. [avantos.breezy.hr](https://avantos.breezy.hr/)

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