[Remote] Account Manager, Institutional

Note: The job is a remote job and is open to candidates in USA. Wealth.com provides an estate planning platform for wealth management firms and financial institutions. The Account Manager, Institutional manages day-to-day relationships with large institutional clients, coordinates onboarding and deployment, and works across internal teams to support platform adoption, client satisfaction, and retention.

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

Skills

• The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience
• 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
• 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, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams
• High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving
• Prior experience managing client relationships with institutional banks or large financial institutions
• Experience with estate planning

Benefits

• Hybrid in New York City Office
• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures
• 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.
• Free estate planning for life!

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