Title: Account Manager, Institutional
Location: Remote
The OpportunityWe 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 escalate 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- Fully remote, flexible work environment. We do however meet together in person several times a year.
- 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!
