Senior Institutional Account Manager - AI Estate Planning

present of AI; United States; 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

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.