Account Manager – Institutional

🕒 May 11

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• 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

• 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

• 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!