Auxo Solutions · 3 months ago
Client Director, Financial Services
United States
Full-time
Remote
Director/Executive
7+ years expAuxo Solutions is a trailblazing software development firm specializing in technology solutions for the Insurance and financial services industries. The Client Director, Financial Services plays a crucial role in managing client projects, ensuring successful delivery of software solutions, and fostering strong relationships with clients in the financial sector.
Software
No H1B
Responsibilities
Manage a portfolio of client projects within financial services (Private Markets, Capital Markets, Custody, Wealth Management) and more
Serve as the primary point of contact for clients, taking them through the entire project lifecycle, from contract creation to product release
Identify and understand client needs, develop and execute client strategies, and ensure the delivery of solutions that align with their business requirements
Build solution roadmaps for clients and a product roadmap across Financial Services
Act as an escalation point for project risks, dependencies, and general project delivery concerns
Develop and maintain project budgets, overseeing financial aspects from the initial sales phase to the final delivery
Provide clients with advice on various business matters, including strategy, software solutions, and long-term project plans
Engage with clients to identify opportunities for upselling and cross-selling our services within existing engagements
Develop and implement organized sales processes to optimize pipeline management
Build and maintain relationships with clients that lead to new business prospects and opportunities
Recruit and mentor team members, fostering professional growth and collaboration
Maintain regular communication with leadership with regards to project updates
Effectively manage schedules of assigned team members and self
Adhere to all company processes and policies as outlined
Uphold effective communication with clients and employees
Provide deep industry insights and technical knowledge specific to Financial Services, including regulatory requirements, investment strategies, asset management, and risk management
Leverage expertise in private markets to design and deliver software solutions that address the specific challenges and opportunities within the industry
Guide clients through digital transformation initiatives, leveraging emerging technologies to drive innovation and improve business outcomes in the private markets domain
Foster relationships with key stakeholders in the private markets sector, staying informed about market trends and the competitive landscape
Qualification
Required
Bachelors' degree in a related field, along with at least 5 years' experience in a consulting/professional services position in technology transformation or similar
At least 7 years of experience working in the Financial Services / Private Markets industry, along with experience overseeing technology teams and meeting deadlines
At least 5 years of experience as the primary owner of client relationships, along with experience navigating client relationships in a remote environment
Ability to be a player coach on teams to address delivery challenges and problem solve
Benefits
Medical, Dental, and & Vision Insurance
Life, Short Term Disability, and Long Term Disability Insurance
Flexible Paid Time Off (PTO)
Paid holidays
Profit Sharing-based annual target bonus
Company sponsored 401(k) plan
Monthly wellness/tech stipend
Company
Auxo Solutions
Auxo Solutions is a Software Development company
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase