Avantos

Account Director, Wealth

Who can apply: Only open to applicants in: New York.
Location as listed by the employer: “New York City”
Apply on Avantos's site ↗

Opens the employer's official application page.

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About this role

Avantos is hiring for a Account Director, Wealth role (full-time). See the official posting for full details.

Requirements

  • 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

Summarized from the employer's posting — check the full posting for every requirement.