Remote Enterprise Account Manager - Wealth & Institutional

Wealth.com; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Unlimited PTO

Full medical and dental benefits

401k with match and 100% vesting

Equity managed through Carta

Fully remote, flexible work style

Paid parental leave

Job summary

Wealth.com is seeking an Account Manager to support large institutional clients, serving as the primary day-to-day contact and coordinating across internal teams to ensure seamless deployment and adoption of our platform. The role centers on building strong relationships with top-tier institutions and driving client satisfaction and retention.

The ideal candidate brings 5+ years in client management within financial services or tech-driven environments, with a proven track-record in

Qualifications

• 5+ years in client management, account management, or operations in financial services or tech-driven environments.
• Demonstrated success in cross-functional collaboration and process improvement.
• Deep understanding of financial services workflows and enterprise technology platforms.

Responsibilities

• Serve as the primary day-to-day contact for assigned institutional accounts.
• Onboard and deploy new users, ensuring smooth rollout across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve issues.
• Manage workflows, timelines, and client documentation.
• Monitor platform usage, identify engagement opportunities, and escalate risks proactively.
• Support client meetings, QBRs, and prepare materials with actionable insights.
• Document processes and share knowledge to improve team efficiency and scalability.
• Act as a trusted advisor to anticipate client needs and provide proactive solutions.

Skills

Client management

Cross-functional collaboration

SaaS platforms

Communication

Problem solving

Financial services knowledge

Job description

Wealth.com is seeking an Account Manager to support large institutional clients, serving as the primary day-to-day contact and coordinating across internal teams to ensure seamless deployment and adoption of our platform. The role centers on building strong relationships with top-tier institutions and driving client satisfaction and retention.

The ideal candidate brings 5+ years in client management within financial services or tech-driven environments, with a proven track-record in