Find a jobRecruiters

Client Director

Exclusive opportunity

Hybrid

Client Director

ATG

Client Director

Skills

Product StrategyAICRM

2 months ago

Share this opportunity

Share this opportunity to other talents of your network:
✓ Offer them a visibility boost with clients.
✓ Help your contacts find their next job.

Important information


Contract type:

Permanent

Salary:

$200,000 – $300,000 / year

Location:

San Francisco, CA, USA

Work mode:

Hybrid

Published on:

12 August 2026

What they need


About us

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.

Founders: Early GPU cloud (9 figure exit).

Investors: Led by Garry Tan / YC with participation from one of the most successful quant funds, BoxGroup (Plaid, Ramp, Stripe), and other top-tier angels.

About the Role
Autonomous is building a superintelligent financial companion, a system that understands a person’s complete financial life and acts on it with precision. The Client Director helps that vision reach our customers. You welcome new clients, guide them through onboarding and setup, and make sure they get lasting value from Autonomous. The role sits at the intersection of business development and client success: you own the customer relationship, you grow our base, and you carry the voice of the customer back into the company to shape what we build next.

Responsibilities

  • Identify, research, and engage prospective clients through referrals, professional networks, and targeted outreach, building a consistent flow of qualified opportunities
  • Guide customers from first conversation through onboarding and setup, and into lasting success with Autonomous
  • Own the customer relationship end to end: building trust, driving adoption, and growing our customer base
  • Lead onboarding from invitation to fully live, so every relationship begins with clarity and momentum
  • Ensure customers realize the full value of the platform, helping them get the most from Autonomous as their needs evolve
  • Establish a relationship model in which clients feel known, never managed
  • Define the service standards, escalation paths, and operating processes that let the firm grow without compromising quality
  • Build the systems the client team runs on: CRM workflows, pipeline reporting, service tools, and performance dashboards
  • Serve as the voice of the customer: gather feedback, identify patterns, and translate them into clear input to the product roadmap and ongoing improvements
  • Set the standards, culture, and operating model for the client team that comes after you

Requirements

  • 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, and genuine enthusiasm for defining an AI-native way of working
  • Strong operating discipline: you build processes, document standards, use data, and continuously improve how work gets done
  • Fluency with technology, and comfort working shoulder to shoulder with product and engineering to improve both the client and advisor experience
  • A consultative, professional approach and excellent written and verbal communication
  • High agency and ownership: you take initiative and follow through
  • 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

Why Join ATG

We’re building a small, elite team. If you’re excited by AI, markets, and building from first principles, we’d love to meet you.

  • Work on AI with a massive market opportunity
  • Early team of repeat founders backed by top investors
  • High agency, talent dense, zero bureaucracy

Why Join ATG

We're building a small, elite team. If you're excited by AI, markets, and building from first principles, we’d love to meet you.

  • Work on AI with a massive market opportunity
  • Early team of repeat founders backed by top investors
  • High agency, talent dense, zero bureaucracy

Other offers great for you!

These companies are also looking for great profiles

Katchme

Développeur PHP / Java - Freelance

300 €/jour maximum

Freelance

Paris, France

Onsite, Hybrid

Skills

VueSymfonyPHPJavaCRMAPI development

8 hours ago

Quick apply

Mon Consultant Indépendant

Directeur ADV / service client

TJM HT max 436 € (hors éventuels frais de mission, à discuter avec le client)

Freelance

Lille, France

Hybrid

Skills

Relation client

6 hours ago

Quick apply

ClubSec

Ingénieur Études et Développement CRM / Java-SQL

470

Freelance

92400 Courbevoie, France

Hybrid

Skills

SQL QueriesJavaCRMselligent

6 hours ago

Quick apply

The best place to find your next move

© 2026. All Rights Reserved.

Talents

Find a job

Create a profile

Solutions and tools