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Wealth.com is the leading estate planning platform serving over 1,000 wealth management firms. The company combines proprietary AI, robust security, and deep technological expertise to deliver end-to-end estate planning solutions to financial institutions. Wealth.com has won multiple industry awards including Top Estate Planning Technology at the 2025 WealthManagement.com Industry Awards and holds #1 market share in estate planning according to the 2025 Kitces AdvisorTech Study.
The Account Manager, Institutional role is a hybrid position based in New York City supporting some of Wealth.com's largest institutional clients, including leading national banking organizations. This individual will serve as the primary day-to-day contact for assigned institutional accounts, managing onboarding and deployment of new users to ensure smooth rollout and adoption across client teams.
Key responsibilities include: serving as the trusted advisor and primary contact for institutional accounts; managing user onboarding and platform deployment; coordinating with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements; tracking workflows, timelines, and client documentation; monitoring platform usage and identifying engagement opportunities; supporting client meetings and QBRs with prepared materials and insights; documenting processes to improve team efficiency; and proactively anticipating client needs to enhance satisfaction and retention.
This role sits at the center of Wealth.com's client operations, requiring someone who thrives in fast-paced environments, excels at cross-functional collaboration, and consistently delivers high-touch client experiences. The ideal candidate will partner with top-tier financial institutions and contribute directly to enterprise relationship success and growth.
Qualifications:
- 5+ years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Proven track record 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 proactive approach to problem-solving
- Preferred: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning strongly preferred
