Client Director

Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients, driving successful adoption and expansion of our Digital Workforce managed service. Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM), ensuring clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work across their organizations.

• 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

• Client Retention: ≥95% gross retention
• Client Satisfaction: NPS ≥50, CSAT ≥4.5/5.0
• ROI Delivery: 100% of clients achieve committed targets
• Reference Advocacy: 80%+ of portfolio willing to serve as active references

• 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

• Background in management consulting or professional services
• CFP, CFA, or other financial services credentials
• Prior P&L ownership or revenue responsibility
• Technical aptitude to understand automation workflows and integration requirements

• Client-First Orientation:
  Prioritize client…