Account Manager – Institutional
Location
United States
Posted
15 days ago
Salary
$120K - $150K / year
Seniority
Senior
Job Description
Account Manager – Institutional
Wealth.com
• 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.
Job 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!
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