Client Engagement Partner – Financial Services

AOT Technologies•Toronto, ON

1d•CA$140,000 - CA$160,000•Remote

About The Position

AOT Technologies is looking for a Client Engagement Partner to lead and grow our financial services vertical. Join our Consulting Services team and help institutions innovate securely, responsibly, and at scale. AOT Technologies is a boutique consulting firm that partners with enterprises, startups, and governments to solve complex, mission-critical challenges. Our expertise spans business process management, automation and AI, cloud, and application development. Our teams are collaborative, our leadership is transparent, and our work is impactful. We also build products, with our flagship platform, formsflow.ai, being a low-code solution for form creation, approvals, and workflow automation. Under the SLED360 umbrella, we deliver products and services tailored to state and local governments and the education sector. As we expand into new markets and scale our solutions, there’s never been a better time to join AOT.

Requirements

10–15 years of experience in consulting, enterprise technology, or digital transformation within financial services.
Demonstrated success managing and growing multi-million-dollar accounts within banks, credit unions, insurance providers, fintech organizations, or capital markets firms.
Strong understanding of Canadian regulatory and risk environments (OSFI, PIPEDA, FINTRAC, PCI-DSS) and familiarity with U.S. financial regulatory frameworks (e.g., SOX, GLBA) as an asset.
Experience leading cross-functional teams including solution architects, cloud engineers, data specialists, and delivery leaders.
The ability to translate risk, compliance, customer experience, and operational requirements into scalable cloud, automation, AI, and application modernization solutions.

Nice To Haves

Experience navigating complex procurement processes and leading a vertical practice or go-to-market function is highly valued.

Responsibilities

Own and expand strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk, and compliance.
Develop and execute the financial services vertical growth strategy, including supporting pipeline development, partnerships, and market positioning.
Collaborate with sales, pre-sales, product, and proposals teams on consultative sales cycles from discovery through proposal, procurement, and contract negotiation.
Guide cross-functional delivery teams to ensure successful program execution, margin performance, and long-term client satisfaction.
Translate regulatory and risk requirements (e.g., OSFI guidelines, PIPEDA, PCI-DSS, FINTRAC; familiarity with U.S. frameworks such as SOX, GLBA, and FFIEC is an asset) into practical digital transformation initiatives.