Technical Account Manager (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

• 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
• 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 escalation 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

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

The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experienceOther: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solvingExperience: 5+ 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 resultsDeep understanding of financial services workflows, client engagement strategies, or enterprise technology platformsSkills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreamsPreferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred