Humanity Labs

Client Director

Humanity Labs

full-time

Posted on:

Location Type: Remote

Location: Massachusetts • United States

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Job Level

Lead

About the role

  • Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients
  • Drive successful adoption and expansion of Digital Workforce managed service
  • Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM)
  • Ensure clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work
  • 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.

Requirements

  • 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.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
enterprise account managementclient successbusiness process automationworkflow solutionsenterprise SaaS platformsfinancial analysisproject managementconsultative sellingvalue-based account expansionregulatory compliance
Soft Skills
strategic thinkingexceptional communicationproblem-solvingexecutive presencerelationship buildingthought leadershipteam enablementcross-functional coordinationclient advocacychange management