Technical Account Manager, Institutional

Wealth Inc.; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid in NYC Office

Health insurance

Life insurance

Parental leave

Equity via Carta

401k with match

Flexible PTO

Holidays and birthday time off

Estate planning for life

Job summary

Wealth.com in New York City seeks an Account Manager to support large institutional clients, coordinating onboarding, deployment, and adoption of our estate planning platform.

The role emphasizes cross-functional collaboration across Product, Engineering, Support, and Compliance, delivering a high-touch client experience and driving client success.

Qualifications

• 5+ years in client/account management or operations within financial services or wealth tech.
• Experience managing institutional banks or large financial institutions preferred.
• Proven track record in managing high-value client accounts.
• Cross-functional collaboration and process improvement experience.
• Deep understanding of financial services workflows or enterprise tech platforms.
• Strong organizational, verbal and written communication skills, with SaaS fluency.

Responsibilities

• Serve as the primary day-to-day contact for assigned 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.
• Prepare materials and insights for client meetings and reviews.
• Document processes to improve team efficiency and scalability.
• Act as trusted advisor to anticipate client needs and drive retention.

Job description

About Us

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Opportunity

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.

Key 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.

Qualifications

• Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.

• Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred.

• Proven track record of managing high-value or complex client accounts and driving measurable results.

• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement.

• Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.

• Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams.

• Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving.

Benefits & Perks

• Hybrid in New York City Office

• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability

• 100% Paid Parental Leave upon eligibility

• Company equity managed through Carta.

• 401k with Match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

• Free estate planning for life!