Note: The job is a remote job and is open to candidates in USA. Wealth.com is an estate planning platform serving wealth management firms and financial institutions. The Account Manager will manage day-to-day relationships with Mid Market clients, coordinate onboarding and deployment, and drive platform adoption. The role also involves cross-functional issue resolution, workflow management, client reviews, and proactive efforts to improve satisfaction and retention.
Responsibilities
- Serve as the primary day-to-day contact for assigned Mid Market 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
- • Experience: 3+ 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
- • Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams
- • Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving
- • Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred
Benefits
- 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. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
Company Overview