Overview
Company Overview Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle. Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows. If you thrive on client impact, innovative product design, and tackl
Full job description
Full Job Description
Company Overview
Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle.
Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows.
If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.
About the Role
As Manager, Product & Client Solutions, you will collaborate directly with some of the industry’s most sophisticated institutions to drive adoption of Avantos AI and enable large-scale AI transformation. In this role, you will help define our R&D agenda by providing valuable input for continued product testing and iteration. Success in this position requires a strategic outlook coupled with operational execution.
Partnering closely with engineers, you will help translate real-world client needs into actionable product insights, contribute to solution design, and optimize how our technology is deployed. You will also shape our R&D roadmap by maintaining a close feedback loop between clients and engineering, ensuring our products evolve to create lasting, meaningful impact for the institutions we serve.
Key Responsibilities
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Collaborate in a pod structure with Engineering and Product teams to drive enterprise client engagement, product success, and implementation of Avantos AI
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Support and occasionally lead client communications, requirements gathering, coordination, and project management
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Work alongside technical teams to design technology solutions that meet business objectives, ensuring alignment with overall IT strategy
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Partner with teammates to inform product roadmap priorities and support AI solutioning
Minimum Qualifications
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2-5 years of experience in technology consulting or digital transformation at an enterprise SaaS or financial services organization
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Demonstrated success supporting complex, multi-stakeholder implementations involving senior-level stakeholders
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Proven experience collaborating cross-functionally with product and engineering teams
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Technical acumen, including familiarity with technology concepts, software development lifecycles, agile methodologies, and comfort in technical discussions
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Excellent written and verbal communication skills, with the ability to translate technical concepts for both non-technical and executive audiences
Preferred Qualifications
- Educational background in engineering, computer science, information systems, or quantitative disciplines
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