Note: The job is a remote job and is open to candidates in USA. Wealth.com provides an estate planning platform for wealth management firms and financial institutions. The Account Manager, Institutional manages day-to-day relationships with large institutional clients, coordinates onboarding and deployment, and works across internal teams to support platform adoption, client satisfaction, and retention.
Responsibilities
- Serve as the primary day-to-day contact for assigned institutional accounts
- Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams
- Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements
- Track and maintain organized workflows, timelines, and client documentation
- Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively
- Support client meetings, QBRs, and other reviews with preparation of materials and actionable insights
- Document processes and share knowledge internally to improve team efficiency and scalability
- Act as a trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention
Skills
- The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience
- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Proven track record of managing high-value or complex client accounts and driving measurable results
- Demonstrated success in cross-functional collaboration, problem-solving, and process improvement
- Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms
- Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams
- High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving
- Prior experience managing client relationships with institutional banks or large financial institutions
- Experience with estate planning
Benefits
- Hybrid in New York City Office
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too.
- Free estate planning for life!
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