Private Wealth Account Manager
Wealth.com
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $150,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the primary day-to-day contact for assigned enterprise and high-touch clients.
- 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.
Requirements
- 3–5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
- Previous experience working in a private wealth or private client team; experience with estate planning is highly 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.
- 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.
Benefits
- Competitive Salary.
- 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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client managementaccount managementoperationsestate planningcross-functional collaborationproblem-solvingprocess improvementSaaS platformsworkflow managementclient engagement strategies
Soft skills
organizational skillsverbal communicationwritten communicationemotional intelligenceattention to detailclient-first mindsetproactive problem-solving