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Client Strategy & Operations Manager - Enterprise (New York)
Finster AI
New York1mo ago
About the role
<p><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Compensation: $165,000-$200,000 + performance based bonus</span></span></strong></p>
<p> </p>
<p><strong><span data-contrast="auto">About Finster AI</span></strong><span data-ccp-props="{}"> </span></p>
<p> </p>
<p><span data-contrast="auto">We’re a Series A stage firm, redefining the future of finance with our AI-native research and task automation platform, backed by leading, global venture investors. Founded by a team of experts from Google DeepMind, Meta AI, and J.P. Morgan, Finster AI provides cutting-edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Manager to help drive customer outcomes and operational excellence as we scale.</span><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">The Role</span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">As a </span><span data-ccp-parastyle="Normal (Web)">Client Strategy & Ops Manager</span><span data-ccp-parastyle="Normal (Web)">, </span><span data-ccp-parastyle="Normal (Web)">you’ll</span><span data-ccp-parastyle="Normal (Web)"> own strategic relationships across Finster’s largest enterprise and institutional clients. </span><span data-ccp-parastyle="Normal (Web)">You’ll</span> <span data-ccp-parastyle="Normal (Web)">be responsible for</span><span data-ccp-parastyle="Normal (Web)"> driving adoption, expanding partnerships, and serving as the connective tissue between our clients, product, and go-to-market teams.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></p>
<p><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">You’ll</span><span data-ccp-parastyle="Normal (Web)"> combine financial domain </span><span data-ccp-parastyle="Normal (Web)">expertise</span><span data-ccp-parastyle="Normal (Web)">, commercial acumen, and technical fluency to help clients embed Finster’s platform deeply into their workflows</span></span></p>
<p><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="0" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Drive Client Impact:</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> Lead engagement with senior stakeholders across institutional asset management and capital markets firms to ensure successful onboarding, adoption, and measurable outcomes.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Expand Strategic Relationships:</span></span></strong><span data-contrast="auto"> <span data-ccp-parastyle="Normal (Web)">Identify</span><span data-ccp-parastyle="Normal (Web)"> and execute opportunities to expand platform usage and revenue across existing clients, partnering closely with sales and leadership to scale enterprise accounts.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Champion the Client Voice:</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> Translate client feedback into actionable insights for Finster’s product and research teams, helping to shape roadmap priorities and long-term product vision.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Operationalize Excellence:</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> Develop playbooks, dashboards and analytics that improve visibility, efficiency, and impact across the commercial organization.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Support Strategic Initiatives:</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> Collaborate with leadership on cross-functional initiatives such as pricing strategy, enterprise support models, and client impact reporting.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span data-contrast="auto"><span data-ccp-charstyle="Strong">Enable AI Adoption:</span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)"> Partner with institutional clients to accelerate AI transformation across their organizations through workflow design, enablement, and hands-on support.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto"> </span></strong><span data-ccp-props="{"335559685":720}"> </span></p>
<p><strong><span data-contrast="auto">Who You Are</span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">5–8 years of experience </span><span data-ccp-parastyle="Normal (Web)">in </span><span data-ccp-parastyle="Normal (Web)">or</span><span data-ccp-parastyle="Normal (Web)"> servicing </span></span><span data-contrast="auto"><span data-ccp-charstyle="Strong">asset management, investment banking, private markets, consulting, or capital markets technology</span></span><strong><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">.</span></span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">E</span><span data-ccp-parastyle="Normal (Web)">xperience managing enterprise client relationships and driving outcomes across complex organizations.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Deep understanding of institutional investment workflows and data environments.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Exceptional communication, analytical, and stakeholder management skills.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Highly organized with a bias for action and </span><span data-ccp-parastyle="Normal (Web)">an </span><span data-ccp-parastyle="Normal (Web)">ability to thrive in dynamic, ambiguous settings.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335551671":0,"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1"><span data-contrast="auto"><span data-ccp-parastyle="Normal (Web)">Passionate</span><span data-ccp-parastyle="Normal (Web)"> about AI and its transformative potential in financial services.</span></span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="auto">You Will Thrive Here if You</span></strong><span data-ccp-props="{"335559738":240,"335559739":160}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Are comfortable being challenged and feel at home with ambiguity and rapid change.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Can work autonomously.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Highly collaborative and are an effective communicator.</span><span data-ccp-props="{"335559739":160}"> </span></li>
</ul>
<p><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">Why Finster</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Impact: </span></strong><span data-contrast="auto">As an early-stage company, you’ll be part of the team shaping the commercial and operational foundation of one of the most exciting AI platforms in financial services.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><strong><span data-contrast="auto">Exposure:</span></strong><span data-contrast="auto"> You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><strong><span data-contrast="auto">Growth:</span></strong><span data-contrast="auto"> Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="Roboto" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><strong><span data-contrast="auto">Exceptional team:</span></strong><span data-contrast="auto"> We are a world class team that combines expertise from AI labs (Google DeepMind, Meta AI) with leading financial institutions (Morgan Stanley, J.P. Morgan, Rothschild & Co, Aviva Investors, Visible Alpha, Revolut). </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="●" data-font="" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><strong><span data-contrast="auto">Culture:</span></strong><span data-contrast="auto"> We deeply value collaboration, intellectual curiosity, disagreement and high performance.</span><span data-ccp-props="{"335559739":160}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="none">Benefits at Finster AI</span></strong><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></p>
<p><span data-contrast="none">We’re a growing, cross-functional team that values supporting each other's development. As part of the team, you can expect:</span><span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></p>
<ul>
<li><span data-contrast="none">25 days PTO, excluding bank holidays</span></li>
<li>Flexible working - Our flexible work model aims to meet the needs of our diverse employee community by making work more flexible, connected, and inclusive. Depending on the role and needs of the team, Finster AI employees have the flexibility to work from home 2 days per week.</li>
<li>Generous healthcare and dental package<span data-ccp-props="{"134233117":false,"134233118":false,"335559738":220,"335559739":220}"> </span></li>
</ul>
Perks & benefits
- Paid Time Off
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