Account Manager, Institutional

present of AI; États-Unis; Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Wealth.com is seeking the main day-to-day contact for large institutional clients, including national banks. You’ll lead platform rollouts, monitor usage, prepare for client reviews, and partner with product, engineering, support and compliance to fix issues.

The ideal candidate has about five years in account management or client operations in financial services or software, stays organized across multiple workstreams, and has managed complex bank accounts.

Qualifications

• Five years in account management or client operations in financial services or software.
• Experience with large institutional/bank clients is a plus.
• Ability to manage multiple workstreams and complex accounts.

Responsabilités

• Be the main day-to-day contact for large institutional clients, including national banks.
• Lead platform rollouts and track usage.
• Prepare for client reviews and coordinate with product, engineering, support, and compliance to fix issues.

Connaissances

Account management

Client operations

Cross-team collaboration

Client communication

Organizational skills

Description du poste

This role is the main day-to-day contact for large institutional clients, including national banks. The work covers rolling out the platform to new users, tracking usage, preparing for client reviews, and working with product, engineering, support, and compliance to fix issues. A strong candidate has about five years in account management or client operations in financial services or software, stays organized across many workstreams, and has handled complex accounts. Estate planning knowledge and bank client experience are a clear plus.

How it fits the AI era

The platform uses AI to help advisors deliver estate planning guidance, so this role helps clients adopt AI-supported tools in a regulated field. AI can help with usage tracking, meeting prep, and documentation. Trust, judgment about client needs, and calm handling of escalations stay human. Banks tend to move carefully with new technology, so patient, clear guidance matters.

How it builds AI experience

Someone in this job would see how large financial institutions bring an AI-powered estate planning product into daily advisor work. That includes hearing which features advisors trust, where they hesitate, and how compliance views the tool. To build this experience, a candidate can practice using AI tools to summarize usage data and draft review materials, and learn how to explain AI output to cautious clients.

Worth showing

• Enterprise account management results
• Bank or institutional client experience
• Onboarding and adoption rollouts
• Cross-team problem solving
• Clear client communication

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Wealth.com

Wealth.com provides an AI-powered estate and tax planning platform for financial advisors, per the company.