Client Director
About the role
Autonomous Technologies Group is deploying frontier reasoning AI in financial markets. The Client Director is responsible for acquiring and onboarding new clients, managing end-to-end client relationships, driving adoption, and representing the voice of the customer to shape product roadmap and company processes.
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
Qualifications
- 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
Skills

About Autonomous Technologies Group
Superintelligent financial advisor
Autonomous is a superintelligent financial advisor at 0% advisory fees. Today, managing your money means one of two bad options: DIY your money: You end up with accounts everywhere (401k, IRAs, brokerage, crypto, savings, equity, secondaries). Your spreadsheet is always wrong. You make expensive mistakes because this isn't your full-time job. Hire a financial advisor: They'll manage your money and charge 1-2% of assets annually. Run that math over multiple decades and you're handing over half your net worth to fees. Neither path can economically deliver the sophisticated, personalized strategies the ultra-wealthy use to compound wealth: strategic tax-loss harvesting across individual securities, systematic risk management, portfolio-backed borrowing to defer capital gains, access to alternatives, etc. These aren't secret – they're just economically impossible to deliver at scale through traditional human advisors. Robos were supposed to fix this, but they were designed in a pre-AI world. In practice they just manage cookie-cutter portfolios. They don’t coordinate across your 401(k), taxable accounts, mortgage, equity, and cash flow, they don’t help with real decisions like job offers, windfalls, or concentrated stock, and they don’t deliver institutional strategies. That’s why, even after a decade plus, the biggest robos are still <$100B AUM while old-school advisors like Raymond James / Edward Jones sit on trillions. We’re doing for financial advising what Robinhood did for brokerages. Think of it as a full-stack, AI-native wealth strategist that brings billionaire-style playbooks to ordinary investors. Autonomous is built around a frontier-scale reasoning engine—an AI that perceives global events as they unfold, understanding their deeper implications for markets and and most importantly, how these events will impact your investments.
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