Account Director, Wealth

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New York City Company Overview Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle. Backed by Bessemer Ventures and MIT's investment arm, our team unites execution-driven, design-focused…