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Client Facing Finance Jobs (NOW HIRING)

McGarrah Jessee

Client Finance Manager

Austin, TX · Remote

Strong client-facing and stakeholder management abilities * Excellent analytical and problem-solving skills with strong financial acumen * Strong organizational skills and attention to detail without ...

Horizon Media

Manager, Client Finance

New York, NY · On-site

$66K - $95K/yr

Client Finance Reports to Position: Associate Director, Client Finance This position acts as the ... and client facing, role. This role reports to the Associate Director and has fiduciary ...

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Client Facing Finance information

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How much do client facing finance jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment services, often requiring strong communication skills and relevant certifications like the CFA or CFP.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.
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What are the most commonly searched types of Client Facing Finance jobs?

The most popular types of Client Facing Finance jobs are:

What states have the most Client Facing Finance jobs?

States with the most job openings for Client Facing Finance jobs include:

What job categories do people searching Client Facing Finance jobs look for?

The top searched job categories for Client Facing Finance jobs are:

Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

AI Agent Engineer, Client Facing

Observe.AI

Redwood City, CA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Job description

About Us

Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale. The platform enables businesses to deploy specialized AI Agents that autonomously execute work across the full CX lifecycle-from handling customer conversations to supporting frontline teams and optimizing operations.

Each AI Agent is purpose-built for a specific role, equipped to understand context, make decisions, take action, and continuously improve outcomes. This allows organizations to increase resolution speed, elevate service quality, and reduce operational costs while empowering your frontline team to focus on higher-value work.

Built on a CX-native foundation, Observe.AI helps leading brands like DoorDash, Affordable Care, Signify Health, and Verida improve customer satisfaction, boost agent productivity, and deliver consistent, scalable performance across every customer interaction.

Why Join Us

We're looking for an AI Agent Engineer to lead the charge in building and deploying enterprise-grade Voice, Chat AI agents and AI Copilot. This role is hands-on, customer-facing, and pivotal in bringing AI solutions to life - from design and integration to deployment and optimization.

You'll own the end-to-end lifecycle of AI Agents: building, integrating, testing, demoing to clients, deploying into production, and tuning performance.

What You'll Be Doing

  • Build & Deploy Agents: Own the implementation of AI Agents including prompt design, workflow configuration, integrations, telephony setup, and evaluation frameworks.
  • Client Engagement: Act as the primary technical partner for customers-lead regular demos, communicate progress, gather feedback, and guide solutions from concept to production.
  • Systems Integration: Configure and connect systems using APIs-handling authentication, data mapping, error handling, and integrations with CRMs, knowledge bases, and other enterprise tools.
  • Telephony Integration: Set up SIP/CCaaS/PSTN routing, pass metadata, configure fallbacks, and troubleshoot call quality.
  • Prompt Design & Optimization: Write and refine prompts for LLM-driven agents, monitor performance, test iteratively, and ensure agents meet automation and containment targets.
  • Strategic Partner: Translate customer requirements into actionable solutions; work consultatively to unblock challenges in security, connectivity, or knowledge ingestion.
  • Cross Functional Collaboration: Collaborate with product/engineering teams to escalate platform gaps and resolve deep technical fixes and platformization, while independently driving leading client implementations.

What You'll Bring To The Role

  • Bachelor's degree in Computer Science, Engineering, or a related technical field
  • 3+ years in conversational AI, solution engineering, system integration, or delivering AI/LLM-based applications in customer environments, software engineering, or system integration with hands-on delivery of AI/LLM-based solutions.
  • Strong ability to communicate and  lead customer-facing discussions - from deep technical troubleshooting to weekly project demos. Ability to explain complex technical concepts to non-technical audiences. 
  • Must have strong hands-on skills in prompt design, workflow building and API integration (SIP, Twilio, Amazon Connect, etc.).
  • Familiarity with LLMs (GPT, Claude, Gemini), vector DBs, and orchestration frameworks (LangChain, LlamaIndex, etc.).
  • Working knowledge of retrieval-augmented generation (RAG) concepts, implementation patterns and performance optimization.
  • Programming experience in Python, JavaScript, or similar for scripting and integrations
  • Strong problem-solving mindset: ability to find workarounds, unblock integrations, and adapt to customer-specific ecosystems. 
  • Experience with integration tools and Integration Platform-as-a-Service (iPaaS) providers, such as n8n, Zapier, or similar platforms and proficiency in API integrations and data flow management is a plus.
  • Familiarity with telephony or voice systems (SIP, CCaaS, PSTN) is a plus. 

Why You'll Love It Here  

  • Competitive compensation including equity: Market-aligned base pay, performance incentives, and meaningful equity ownership
  • Excellent medical, dental, and vision insurance options: Comprehensive medical, dental and vision benefits for employees and eligible dependents
  • Flexible Paid Time Off: Our unlimited, flexible PTO policy empowers you to take the time you need to recharge, maintain balance, and perform at your best.
  • Additional Time to Recharge: 10 company holidays, an annual company-wide Winter Break, and paid parental leave to fully support life outside of work.
  • 401(k) plan: Long-term financial planning support with tax-advantaged retirement savings
  • Quarterly Lifestyle Spending Account: Flexible quarterly stipend to support wellness, learning and professional development, and personal growth
  • Monthly Mobile + Internet Stipend: Support for remote and hybrid work connectivity needs
  • Pre-tax Commuter Benefits: Tax-efficient transit and commuting support for hybrid and in-office employees
  • Autonomy and Agency: Play a meaningful role in scaling a category-defining GenAI platform transforming the future of customer experience.

Salary Range

The base salary compensation range targeted for this full-time position is $108 - 170K per year. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives and equity (in the form of options). This salary range is an estimate, and the actual salary may vary based on the Company's compensation practices.

Our Commitment to Inclusion and Belonging

Observe.AI is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Observe AI does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Observe.AI also strives for a healthy and safe workplace and strictly prohibits harassment of any kind.

We welcome all people. We celebrate diversity of all kinds and are committed to creating an inclusive culture built on a foundation of respect for all individuals. We seek to hire, develop, and retain talented people from all backgrounds. Individuals from non-traditional backgrounds, historically marginalized or underrepresented groups are strongly encouraged to apply.

If you are ambitious, make an impact wherever you go, and you're ready to shape the future of Observe.AI, we encourage you to apply. For more information, visit www.observe.ai. 

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