Senior Institutional Account Manager – SaaS for Finance

Wealth.com; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid in New York City Office

Excellent Medical, Dental, and Vision

401k with Match

Parental Leave

Company equity

Flexible PTO

Free estate planning for life

Job summary

Wealth.com in New York City hybrid is seeking an Account Manager to support our largest institutional clients, coordinating across Product, Engineering, Support, and Compliance to ensure smooth deployment and adoption of our platform. This role emphasizes high-touch client service, onboarding new users, managing day-to-day relationships, and delivering actionable insights during meetings and QBRs.

Ideal candidates have 5+ years in financial services client management and a proven ability to

Qualifications

• 5+ years in client management or account management within financial services.
• Experience managing institutional banks or large financial institutions preferred.
• Proven track record in driving measurable results with high-value accounts.
• Strong cross-functional collaboration and process improvement abilities.
• Deep understanding of financial services workflows and enterprise platforms.

Responsibilities

• Serve as primary day-to-day contact for institutional accounts.
• Manage onboarding and deployment of new users across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve issues.
• Track workflows, timelines, and client documentation.
• Monitor platform usage and identify opportunities to drive engagement.
• Support client meetings and reviews with actionable insights.
• Document processes to improve team efficiency and scalability.
• Act as a trusted advisor, anticipating client needs.

Skills

Client management

Account management

Cross-functional collaboration

Communication

SaaS platforms

Job description

Wealth.com in New York City hybrid is seeking an Account Manager to support our largest institutional clients, coordinating across Product, Engineering, Support, and Compliance to ensure smooth deployment and adoption of our platform. This role emphasizes high-touch client service, onboarding new users, managing day-to-day relationships, and delivering actionable insights during meetings and QBRs.

Ideal candidates have 5+ years in financial services client management and a proven ability to