Account Manager (Institutional)

Wealth.com; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity via Carta

Medical and dental benefits

401k with match

Unlimited PTO

Fully remote

Paid parental leave

Job summary

Wealth.com is seeking an Account Manager to support our largest institutional clients and drive adoption of our platform. You will sit at the center of client operations, coordinating with Product, Engineering, Support, and Compliance to resolve issues and optimize workflows.

The role requires 5+ years in client/ account management within financial services or wealth tech, with a proven ability to manage complex relationships and deliver measurable results.

Qualifications

• 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement.
• Proven track record of managing high-value or complex client accounts and driving measurable results.
• Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred.

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 elevate 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

Cross-functional collaboration

Client management

Account management

Operations

SaaS platforms

Job description

• We are seeking an Account Manager to support some of our largest institutional clients, including leading national banking organizations. This individual will play a key role in managing day-to-day client relationships, coordinating across internal teams, and ensuring seamless deployment and adoption of our platform
• The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience. This is a unique opportunity to sit at the center of Wealth.com’s client operations, partnering with top-tier institutions and contributing directly to the success and growth of our enterprise relationships
• 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 elevate 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

Benefits

• Company equity managed through Carta
• Full medical and dental benefits
• 401k with Match and 100% vesting upon hire
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Paid parental leave

High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solvingStrong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreamsDeep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environmentsDemonstrated success in cross-functional collaboration, problem-solving, and process improvementProven track record of managing high-value or complex client accounts and driving measurable resultsPrior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred