Account Manager – Institutional

Wealth.com

Account Manager supporting institutional clients with managing seamless adoption of Wealth.com platform. Collaborating cross-functionally to drive client engagement and enhance satisfaction.

Posted 5/11/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
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.
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

Comp & 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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client managementaccount managementoperationsprocess improvementfinancial services workflowsclient engagement strategiesenterprise technology platformsSaaS platforms

Soft Skills

organizational skillsverbal communicationwritten communicationproblem-solvingcross-functional collaborationemotional intelligenceattention to detailclient-first mindsetproactive approach