Client Solutions Lead – Financial Services

<p><em>Do you get energized helping financial institutions modernize legacy systems without disrupting customer trust?</em></p> <p><em>Do you thrive when navigating regulatory complexity and translating compliance requirements into scalable technology solutions?</em></p> <p><em>Do you enjoy building executive relationships while leading cross-functional teams to deliver measurable business outcomes?</em></p> <p>AOT Technologies is looking for a Client Solutions Lead to grow our financial services vertical. Join our Consulting Services team and help institutions innovate securely, responsibly, and at scale.</p> <h4><strong>About AOT Technologies</strong></h4> <p>We're on a mission to help enterprises and governments bring their ideas to life.</p> <p>As a boutique consulting firm, we partner with enterprises, startups, and governments to solve complex, mission-critical challenges. Our expertise spans business process management, automation and AI, cloud, and application development. Our teams are collaborative, our leadership is transparent, and our work is impactful.</p> <p>Alongside our consulting practice, we’re product builders: our flagship platform, formsflow.ai, is a low-code solution that simplifies complex form creation, approvals, and workflow automation, helping organizations move faster without sacrificing quality or compliance. Under the SLED360 umbrella, we deliver products and services tailored to the unique needs of state and local governments and the education sector, from modern case management to digital services. Our product offerings reflect our entrepreneurial spirit and firsthand experience solving real-world problems with scalable, human-centered technology.</p> <p>As we expand into new markets and scale our solutions, there’s never been a better time to join AOT.</p> <h4><strong>Role and Responsibilities</strong></h4> <p>As Client Solutions Lead, 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.</p> <p>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.</p> <p>You will:</p> <ul> <li>Lead solution discovery with financial services clients, working with business and technology stakeholders to understand complex problems, shape practical technology solutions, and identify opportunities to expand the relationship.</li> <li>Develop and execute the financial services vertical growth strategy, including supporting pipeline development, partnerships, and market positioning.</li> <li>Collaborate with sales, pre-sales, product, and proposals teams on consultative sales cycles from discovery through proposal, procurement, and contract negotiation.</li> <li>Guide cross-functional delivery teams to ensure successful program execution, margin performance, and long-term client satisfaction.</li> <li>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.</li> </ul> <p>Your impact is reflected in revenue growth, account expansion, regulatory-aligned innovation, and the strength of AOT’s financial services practice.</p> <h4><strong