Client Director

ATG•San Francisco, CA

1d•$200,000 - $300,000

About The Position

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.

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

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