About the role
Company Overview Avantos AI is creating a new future of client relationship management, reimagined through an AI lens. We are building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. Our platform unifies fragmented data, automates complex processes, and embeds intelligent decision-making across every step of the client lifecycle. Backed by Bessemer Ventures and MIT’s investment arm, our team is composed of execution-driven, design-obsessed, product-led founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies. We move fast, solve deep industry problems, and build technology that puts users back in control of their workflows. If you love client impact, product design, complex problem solving, Avantos is where you will thrive.
About
the Role As the Principal of Client & Product Solutions, you will work directly with the industry’s most complex institutions to help them adopt Avantos AI, driving large-scale AI transformation across their organizations. Your role will help to define R&D for our company, providing critical inputs for continued product experimentation and iteration. This role requires a strategic mindset combined with the ability to act operationally. Working hand in hand with engineers, you will translate real client needs into actionable product insights, guide solution design, and help optimize how our technology is deployed in the field. You will also play a central role in shaping the R&D roadmap by driving a tight feedback loop between clients and engineering, ensuring our products continue to evolve in ways that deliver meaningful, long term impact across the institutions we serve.
Responsibilities Working in a pod structure with Engineering and Product counterparts, you will drive Enterprise and C-level client engagement, product success, and overall implementation of Avantos AI.
