---
title: 'Manager, Product & Client Solutions at Avantos AI'
canonical: 'https://feeny.ai/job/manager-product-client-solutions-avantos-ai-new-york-gfk1nwgkcqeb'
type: 'job'
last_seen: '2026-09-10'
---

# Manager, Product & Client Solutions at Avantos AI

- **Company:** Avantos AI
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-05-17
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/avantos/d851b6e1-41e2-411b-ac2d-97b55c274a39

## Job description

Company Overview

Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle. Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows. If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.

## About the Role

As Manager, Product & Client Solutions, you will collaborate directly with some of the industry’s most sophisticated institutions to drive adoption of Avantos AI and enable large-scale AI transformation. In this role, you will help define our R&D agenda by providing valuable input for continued product testing and iteration. Success in this position requires a strategic outlook coupled with operational execution. Partnering closely with engineers, you will help translate real-world client needs into actionable product insights, contribute to solution design, and optimize how our technology is deployed. You will also shape our R&D roadmap by maintaining a close feedback loop between clients and engineering, ensuring our products evolve to create lasting, meaningful impact for the institutions we serve.

## Key Responsibilities

- Collaborate in a pod structure with Engineering and Product teams to drive enterprise client engagement, product success, and implementation of Avantos AI
- Support and occasionally lead client communications, requirements gathering, coordination, and project management
- Work alongside technical teams to design technology solutions that meet business objectives, ensuring alignment with overall IT strategy
- Partner with teammates to inform product roadmap priorities and support AI solutioning

## Minimum Qualifications

- 2-5 years of experience in technology consulting or digital transformation at an enterprise SaaS or financial services organization
- Demonstrated success supporting complex, multi-stakeholder implementations involving senior-level stakeholders
- Proven experience collaborating cross-functionally with product and engineering teams
- Technical acumen, including familiarity with technology concepts, software development lifecycles, agile methodologies, and comfort in technical discussions
- Excellent written and verbal communication skills, with the ability to translate technical concepts for both non-technical and executive audiences

## Preferred Qualifications

- Educational background in engineering, computer science, information systems, or quantitative disciplines

## 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/)

## Other roles at Avantos AI

- [Production Support Specialist](https://feeny.ai/job/production-support-specialist-avantos-ai-novi-sad-bj45wx8wj1z1) — Novi Sad, Serbia
- [Senior DevOps Engineer](https://feeny.ai/job/senior-devops-engineer-avantos-ai-r5b5nwtj4c9h)
- [Senior Product Designer](https://feeny.ai/job/senior-product-designer-avantos-ai-new-york-crgjp27jjdx9) — New York, NY
- [Principal Designer](https://feeny.ai/job/principal-designer-avantos-ai-new-york-kpawsw2nyrye) — New York, NY
- [Senior Software Engineer, Full-Stack](https://feeny.ai/job/senior-software-engineer-full-stack-avantos-ai-new-york-rzkqtb6tbcrn) — New York, NY
- [Software Engineer, Full-Stack](https://feeny.ai/job/software-engineer-full-stack-avantos-ai-novi-sad-6q4bw243hnpk) — Novi Sad, Serbia
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- [Principal, Product & Client Solutions](https://feeny.ai/job/principal-product-client-solutions-avantos-ai-new-york-z869np64trg5) — New York, NY