Client Director

Role Overview

• Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients
• Drive successful adoption and expansion of Digital Workforce managed service
• Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM)
• Ensure clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work
• Own end-to-end relationships for Wealth Management firms managing $5B-$500B+ in assets
• Serve as primary engagement contact and strategic advisor on digital workforce initiatives
• Develop account growth strategies that align expansion with client business objectives
• Conduct quarterly business reviews showcasing ROI, operational impact, and growth opportunities
• Identify and champion client needs internally to inform product roadmap and service enhancements
• Drive successful onboarding and adoption of digital workforce solutions across multiple operational functions
• Partner with clients to identify high-impact opportunities in client onboarding, tax compliance, wealth planning, and operations
• Ensure clients achieve committed ROI targets and operational capacity improvements
• Monitor utilization metrics and proactively address adoption barriers or service issues
• Coordinate cross-functional teams (Solutions Analysts, Operations & support engineering) to exceed client expectations
• Identify and close expansion opportunities
• Develop compelling business cases for expansion supported by realized ROI data
• Navigate complex buying processes involving C-suite executives, operations leaders, and compliance teams
• Generate referenceable clients and case studies that support new business development
• Maintain deep understanding of Wealth Management operational challenges, regulatory requirements, and technology ecosystems
• Advise clients on best practices for change management, workflow optimization, and team enablement
• Stay current on wealth management industry trends, competitive landscape, and emerging technologies
• Represent client voice in internal strategy discussions and priorities
• Build trusted advisor relationships with client executives through thought leadership and strategic guidance.

Requirements

• 10+ years in enterprise account management, client success, or consulting roles
• 5+ years working directly with wealth management firms, RIAs, or financial services technology
• Proven track record managing complex, strategic accounts
• Experience driving adoption of business process automation, workflow solutions, or enterprise SaaS platforms
• History of consistently exceeding retention and expansion revenue targets
• Deep understanding of wealth management operations including client onboarding, account servicing, compliance, and investment operations
• Familiarity with wealth management technology stack (CRMs, custodian platforms, portfolio management systems...)
• Knowledge of regulatory requirements impacting Wealth Management (SEC, FINRA, state regulations)
• Understanding of financial services data security, privacy, and compliance considerations
• Executive presence and ability to build C-suite relationships
• Strategic thinking with strong business acumen and financial analysis skills
• Consultative selling and value-based account expansion capabilities
• Exceptional communication skills for both technical and executive audiences
• Project management expertise to orchestrate complex implementations
• Problem-solving mindset with bias toward client outcomes.

Benefits

• Competitive salary commensurate with experience
• Comprehensive benefits package including health, dental, and retirement plans
• Opportunities for professional development and training in cutting-edge AI technologies
• Collaborative work environment with exposure to innovative projects and emerging technologies
• Flexible work arrangements and commitment to work-life balance.