Head of Client Delivery

About NovusMinds

NovusMinds is a newly funded startup building AI-native solutions for the wealth management industry. Our WealthOS platform leverages Generative AI, large language models, and intelligent automation to help financial advisors, RIAs, TAMPs, and private banks operate more efficiently and deliver better outcomes for their clients.

We work with enterprise clients who manage billions in assets and hold us to the highest standards of accuracy, reliability, and service. The Head of Client Delivery is the person who ensures we meet and exceed those standards every day, for every client.

The Role

As Head of Client Delivery, you will be the primary point of accountability for how NovusMinds’ enterprise clients experience our platform. You will own onboarding, ongoing success, and deep ongoing relationships with RIAs, TAMPs, and private banking clients who rely on WealthOS to run critical workflows.

This is not a traditional account management role. You will be embedded in the product and engineering process, translating real client needs into platform improvements, and ensuring that our AI-driven capabilities land successfully in client environments. You will work directly with the CEO and founding team, with significant influence over how NovusMinds builds and delivers its product.

What You Will Do

Client Onboarding & Implementation

•       Own the end-to-end onboarding experience for new enterprise clients, from contract signature through go-live and steady-state adoption.

•       Develop and maintain onboarding playbooks, implementation timelines, and readiness checklists tailored to different client profiles (RIA, TAMP, private bank).

•       Partner with engineering and product to configure WealthOS for each client’s specific data environment, workflows, and compliance requirements.

•       Lead client kick-off meetings, training sessions, and executive briefings, ensuring stakeholders at all levels understand the platform and its value.

•       Identify and proactively resolve implementation risks before they affect go-live timelines or client satisfaction.

Ongoing Client Success & Retention

•       Serve as the named relationship owner for each enterprise client, conducting regular business reviews and proactively sharing insights on platform usage, outcomes, and opportunities.

•       Monitor client health metrics — adoption rates, workflow utilization, support ticket trends, and NPS — and intervene early when signals indicate risk.

•       Drive renewals and expansion by demonstrating clear ROI, surfacing new use cases, and aligning NovusMinds’ roadmap to client priorities.

•       Build deep relationships with day-to-day users, operational leads, and C-suite sponsors within each client organization.

Escalation & Issue Resolution

•       Act as the client’s internal advocate: escalate issues with urgency, coordinate cross-functional response, and communicate resolution timelines with transparency.

•       Own post-incident client communication, including root cause summaries and remediation plans, maintaining trust even through difficult situations.

•       Establish SLA tracking and reporting cadences, ensuring clients are always informed on performance against agreed service levels.

Voice of the Client & Product Influence

•       Systematically capture client feedback, pain points, and feature requests and synthesize them into prioritized, actionable input for the product team.

•       Participate in product roadmap reviews and sprint planning, representing client perspectives and advocating for delivery priorities that drive measurable client outcomes.

•       Develop case studies, success stories, and reference materials in partnership with marketing, drawing on client results to support sales and fundraising.

Delivery Operations & Scalability

•       Build and refine the delivery infrastructure as NovusMinds grows: client success tooling (CRM, health dashboards, ticketing), documentation, and process playbooks.

•       Define and track team KPIs including time-to-value, client satisfaction scores, churn rate, and expansion revenue.

•       As the client base grows, help hire and develop the client success team, establishing a culture of accountability, responsiveness, and deep client empathy.

•       Work with Legal and Compliance to ensure client agreements, data handling practices, and service commitments align with regulatory requirements in financial services.

What We Are Looking For

Required

•       5+ years of experience in client success, implementation management, or professional services, with a strong track record of owning enterprise client relationships end to end.

•       Experience working with financial services clients — ideally RIAs, TAMPs, wealth managers, or private banks and a genuine understanding of how they operate.

•       Demonstrated ability to manage complex, multi-stakeholder implementations with multiple workstreams running in parallel.

•       Strong commercial instincts: able to identify expansion opportunities, support renewals, and connect client outcomes to business value.

•       Exceptional written and verbal communication skills, including the ability to translate technical concepts for non-technical financial professionals and to deliver difficult news with professionalism.

•       High degree of operational discipline: you build systems, document processes, and create leverage rather than solving every problem manually.

•       Comfort working in an early-stage startup environment where you will define processes as much as follow them, and where ambiguity is the norm.

Nice to Have

•       Experience delivering SaaS or AI products into regulated financial services environments, including familiarity with SOC 2, data residency, and compliance review processes.

•       Background in fintech, wealthtech, or an enterprise software company serving the financial advisory market.

•       Familiarity with AI and LLM-powered products — you do not need to be an engineer, but you should be able to speak credibly about how AI systems work and where they have limitations.

•       Experience building or scaling a client success function from the ground up at an early-stage company.

•       Prior experience with platform implementation tools and CRM/CS platforms such as Salesforce, Gainsight, HubSpot, or similar.

•       Series A or Seed-stage startup experience where you wore multiple hats and operated without a large support team.

Tools & Technologies

CRM & CS

Salesforce, HubSpot, Gainsight, or similar

Project Mgmt

Asana, Linear, Notion, Confluence

Communication

Slack, Zoom, Google Workspace

Data & Reporting

Looker, Tableau, Excel / Google Sheets, SQL (basic)

Ticketing

Jira, Zendesk, Linear

Contracts & Docs

DocuSign, Google Docs, Notion

AI Platform

WealthOS (NovusMinds) — you will become a deep product expert

What We Offer

Early-Stage Equity

Meaningful equity as a founding team member. You will share directly in NovusMinds’ success as we grow and scale.

Competitive Salary

Competitive base salary reflecting Bay Area market rates and your experience in enterprise client delivery.

Benefits & Wellness

Full health, dental, and vision coverage. Flexible PTO with a leadership team that models healthy boundaries.

Client Impact

Work directly with firms managing billions in client assets and help them unlock the power of AI — you will see the impact of your work in real time.

Growth & Development

Budget for conferences, certifications, and continuing education. Build your expertise at the intersection of AI and wealth management.

Founding Team Access

Direct exposure to the CEO, product, and engineering leads from day one. Your client insights will shape the product roadmap.

How to Apply

If you are energized by the challenge of delivering cutting-edge AI products to some of the most sophisticated clients in financial services, and you want to build the client delivery function at a company that is redefining what’s possible in wealth management, we would love to hear from you.

NovusMinds is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.