Account Manager, Institutional

Wealth.com

1d • $125,000 - $150,000 • Hybrid

About The Position

Wealth.com is seeking an Account Manager to support some of its largest institutional clients, including leading national banking organizations. The role manages day-to-day client relationships, coordinates across internal teams, and helps ensure seamless deployment and adoption of Wealth.com's estate planning platform.

The Account Manager serves as a central point of contact for institutional clients and collaborates with Product, Engineering, Support, and Compliance. The successful candidate thrives in a fast-paced environment, works effectively across functions, and delivers a high-touch client experience. This role offers the opportunity to partner with top-tier institutions and contribute directly to the success and growth of enterprise relationships.

Requirements

• At least 5 years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• A 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.
• Strong organizational skills and excellent verbal and written communication.
• Technical fluency with SaaS platforms and the ability to manage multiple concurrent workstreams.
• High emotional intelligence, attention to detail, a client-first mindset, and a proactive approach to problem-solving.

Nice To Haves

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

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 escalate risks proactively.
• Support client meetings, QBRs, and other reviews by preparing materials and actionable insights.
• Document processes and share knowledge internally to improve team efficiency and scalability.
• Act as a trusted advisor by anticipating client needs and providing proactive solutions to enhance satisfaction and retention.

Benefits

• Excellent medical, dental, and vision insurance options with low-cost premium structures.
• 100% company-paid basic life insurance, short-term disability, and long-term disability.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401(k) with match and 100% vesting upon hire.
• Flexible PTO, with time off to relax or recharge supported and encouraged.
• Paid time off for holidays, including the employee's birthday.
• Free estate planning for life.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed