Portfolio Jobs

About Finster AI

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.

The Role

As a Client Strategy & Ops Manager, you’ll own strategic relationships across Finster’s largest enterprise and institutional clients. You’ll be responsible for driving adoption, expanding partnerships, and serving as the connective tissue between our clients, product, and go-to-market teams.

You’ll combine financial domain expertise, commercial acumen, and technical fluency to help clients embed Finster’s platform deeply into their workflows.

As a subject matter expert on the Finster AI platform and its workflows, you will:

• Drive Client Impact: Lead engagement with senior stakeholders across institutional asset management and capital markets firms to ensure successful onboarding, adoption, and measurable outcomes.

• Expand Strategic Relationships: Identify and execute opportunities to expand platform usage and revenue across existing clients, partnering closely with sales and leadership to scale enterprise accounts.

• Champion the Client Voice: Translate client feedback into actionable insights for Finster’s product and research teams, helping to shape roadmap priorities and long-term product vision.

• Operationalize Excellence: Develop playbooks, dashboards and analytics that improve visibility, efficiency, and impact across the commercial organization.

• Support Strategic Initiatives: Collaborate with leadership on cross-functional initiatives such as pricing strategy, enterprise support models, and client impact reporting.

• Enable AI Adoption: Partner with institutional clients to accelerate AI transformation across their organizations through workflow design, enablement, and hands-on support.

Who You Are

• 5–8 years of experience in or servicing asset management, investment banking, private markets, consulting, or capital markets technology.

• Experience managing enterprise client relationships and driving outcomes across complex organizations.

• Deep understanding of institutional investment workflows and data environments.

• Exceptional communication, analytical, and stakeholder management skills.

• Highly organized with a bias for action and an ability to thrive in dynamic, ambiguous settings.

• Passionate about AI and its transformative potential in financial services.

You Will Thrive Here if You

• Are comfortable being challenged and feel at home with ambiguity and rapid change.

• Enjoy working in an entrepreneurial, fast-paced environment where priorities can shift and new opportunities emerge quickly.

• Can work autonomously.

• Highly collaborative and are an effective communicator.

Why Finster

• Impact: 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.

• Exposure: You’ll work directly with senior leadership and clients at Tier 1 investment banks and asset managers.

• Growth: Be part of a company scaling rapidly after Series A, with opportunities to grow the scope and responsibility of your role.

• Exceptional team: 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).

• Culture: We deeply value collaboration, intellectual curiosity, disagreement and high performance.