Client Engagement Partner - Financial Services

AOT Technologies$140K — $160K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10-15 years of experience in consulting or digital transformation in financial services.
  • Proven track record of managing multi-million-dollar accounts in banks, fintechs, or insurance.
  • Strong grasp of Canadian and U.S. regulatory frameworks for financial services.
  • Experience leading diverse, cross-functional teams for project delivery.
  • Ability to convert complex risk and compliance requirements into innovative tech solutions.

Responsibilities

  • Own and expand key accounts as a trusted advisor to executives.
  • Develop and execute a growth strategy for the financial services vertical.
  • Collaborate with sales and product teams throughout the sales cycle.
  • Lead delivery teams to ensure project success and client satisfaction.
  • Translate regulatory requirements into actionable digital transformation initiatives.

Benefits

  • Remote-first work flexibility and travel support for engagements.
  • Opportunities for continuous learning and leadership development.
  • Flexible schedules with generous paid time off.
  • Comprehensive health, dental, and wellness benefits from Day 1.
  • Employer-sponsored deferred profit-sharing plan.
  • Collaborative and mission-driven work culture where contributions are valued.
Full Job Description
Do you get energized helping financial institutions modernize legacy systems without disrupting customer trust?

Do you thrive when navigating regulatory complexity and translating compliance requirements into scalable technology solutions?

Do you enjoy building executive relationships while leading cross-functional teams to deliver measurable business outcomes?

AOT Technologies is looking for a Client Engagement Partner to lead and grow our financial services vertical. Join our Consulting Services team and help institutions innovate securely, responsibly, and at scale.
Role and Responsibilities

As Client Engagement Partner, you lead the financial services vertical at AOT. You are accountable for strategic growth, executive relationships, and delivery excellence across banks, credit unions, fintechs, insurance providers, and capital markets organizations in Canada, with U.S. expansion as a strategic advantage.

You operate at both strategic and operational levels-owning revenue growth while guiding solution direction and ensuring measurable business impact. You build and lead a functional go-to-market team of financial services-focused solution architects and subject matter experts, aligning consulting capabilities with regulatory and market realities.

You will:
  • Own and expand strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk, and compliance.
  • Develop and execute the financial services vertical growth strategy, including supporting pipeline development, partnerships, and market positioning.
  • Collaborate with sales, pre-sales, product, and proposals teams on consultative sales cycles from discovery through proposal, procurement, and contract negotiation.
  • Guide cross-functional delivery teams to ensure successful program execution, margin performance, and long-term client satisfaction.
  • Translate regulatory and risk requirements (e.g., OSFI guidelines, PIPEDA, PCI-DSS, FINTRAC; familiarity with U.S. frameworks such as SOX, GLBA, and FFIEC is an asset) into practical digital transformation initiatives.

Your impact is reflected in revenue growth, account expansion, regulatory-aligned innovation, and the strength of AOT's financial services practice.
Who You Are

You are a strategic relationship builder who understands the balance between innovation, risk, and regulatory compliance in financial services. You bring executive presence, commercial acumen, and the ability to guide organizations through complex modernization initiatives.

You bring:
  • 10-15 years of experience in consulting, enterprise technology, or digital transformation within financial services.
  • Demonstrated success managing and growing multi-million-dollar accounts within banks, credit unions, insurance providers, fintech organizations, or capital markets firms.
  • Strong understanding of Canadian regulatory and risk environments (OSFI, PIPEDA, FINTRAC, PCI-DSS) and familiarity with U.S. financial regulatory frameworks (e.g., SOX, GLBA) as an asset.
  • Experience leading cross-functional teams including solution architects, cloud engineers, data specialists, and delivery leaders.
  • The ability to translate risk, compliance, customer experience, and operational requirements into scalable cloud, automation, AI, and application modernization solutions.

Experience navigating complex procurement processes and leading a vertical practice or go-to-market function is highly valued.
We Offer
  • $140K - $160K CAD base salary and up to $200K CAD OTE
  • Remote-first flexibility, with travel support for in-person engagements
  • Continuous learning and leadership development opportunities
  • Flexible schedules and generous paid time off
  • Competitive health, dental, and wellness benefits from Day 1
  • Employer-sponsored deferred profit-sharing plan
  • A collaborative, mission-driven culture where your work matters
Apply Now

If you are motivated by meaningful impact, complex challenges, and building something that lasts, we'd love to hear from you. Apply today - we're hiring now and excited to meet you.

We strongly encourage candidates of all backgrounds, experiences, and identities to apply, even if they don't meet 100% of the listed criteria. We are seeking candidates with diverse career experiences for this position. If you're passionate about impacting the tech industry and eager to contribute your expertise, we invite you to apply!

Closing date: Open until filled

Salary Range

$140,000-$160,000 CAD

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