Account Manager – Institutional

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Wealth.com

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com est une plateforme moderne de planification successorale dirigée par des conseillers qui aide les conseillers financiers, les avocats, les sociétés fiduciaires et les entreprises à créer, visualiser et gérer des plans successoraux pour des clients de tous niveaux de richesse. La plateforme SaaS génère des documents juridiques de qualité avocat, fournit un moteur d'IA (Ester®) pour extraire et résumer des plans complexes, et offre des outils tels que la modélisation de scénarios, les rapports visuels, le stockage sécurisé (Vault) et des intégrations avec des systèmes financiers pour soutenir les flux de travail de planification successorale de bout en bout. Wealth. com est positionnée pour une distribution B2B via des gestionnaires de patrimoine et des institutions et met l'accent sur la sécurité, la conformité réglementaire et l'évolutivité.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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!