Manager – Client & Product Solutions

🕒 April 4

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Avantos.ai

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2024

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

💰 $9.2M Seed Round - Avantos on 2024-10

SaaS • Artificial Intelligence • Fintech

Avantos. ai is an AI-native operating system for client management that unifies client data, products, teams, and workflows into a single knowledge-graph-backed system of context. It provides AI agents and agentic workflows for onboarding, relationship management, servicing, and upsell — streamlining account opening, document extraction, task coordination, and ongoing advisor-client servicing. Built as an enterprise-grade, SOC2-certified platform that integrates with CRMs, custodians, and core systems, Avantos. ai targets wealth managers, advisors, and financial services firms seeking to modernize client operations and drive growth through AI-powered automation and relationship intelligence.

📋 Description

• Work directly with complex institutions to help them adopt Avantos AI • Drive large-scale AI transformation across organizations • Define R&D for the company and provide critical inputs for product experimentation and iteration • Collaborate with engineers and translate client needs into product insights • Guide solution design and optimize technology deployment in the field • Shape the R&D roadmap by driving feedback between clients and engineering

🎯 Requirements

• 2-5 years’ experience in technology consulting or digital transformation at an Enterprise SaaS or Financial Services company • Proven track record supporting complex, multi-stakeholder implementations that involve interaction or collaboration with senior-level stakeholders • Direct experience working cross-functionally with product and engineering leaders • Technology Acumen: knowledge of technology concepts, software development lifecycles, agile methodologies, comfort engaging in technical discussions. • Excellent communication and presentation skills, with ability to translate technical concepts into clear, concise solutions for both non-technical and executive audiences. • Educational background in engineering, computer science, information systems, or quantitative systems

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development