Humanity Labs ยท 4 days ago
Client Director
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expHumanity Labs is seeking a Client Director to serve as a strategic advisor for their enterprise wealth management clients. The role involves overseeing client relationships, driving the adoption of digital workforce solutions, and ensuring clients achieve desired outcomes while identifying opportunities for business expansion.
Information Technology & Services
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Competitive salary commensurate with experience
Comprehensive benefits package including health, dental, and retirement plans
Opportunities for professional development and training in cutting-edge AI technologies
Collaborative work environment with exposure to innovative projects and emerging technologies
Flexible work arrangements and commitment to work-life balance
Company
Humanity Labs
Humanity Labs delivers the digital workforce, working alongside humans, taking on manual machine work and unlocking their full potential.
Founded in 2025
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase