Client Engagement Partner – Financial Services

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.

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.

$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

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.

Own and expand strategic financial services accounts, serving as a trusted advisor to executive stakeholders across technology, operations, risk, and compliance.

We're on a mission to help enterprises and governments bring their ideas to life.

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.

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.

As we expand into new markets and scale our solutions, there’s never been a better time to join AOT.