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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 legal expertise to deliver end-to-end estate planning solutions to financial institutions. Wealth.com has won multiple industry awards including Top Estate Planning Technology (2025 WealthManagement.com Industry Awards), Best Technology Provider in the Trust category (2024), and #1 market share in estate planning (2025 Kitces AdvisorTech Study). The company is certified as a Great Place to Work for 2025.
You will serve as the primary day-to-day contact for assigned institutional accounts, including leading national banking organizations. This role sits at the center of client operations, managing relationships with top-tier financial institutions and driving platform adoption and success.
Key responsibilities include:
- Serve as primary day-to-day contact for assigned institutional accounts
- Manage onboarding and deployment of new users, ensuring 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 engagement opportunities, and escalate risks proactively
- Support client meetings, QBRs, and reviews with preparation of materials and actionable insights
- Document processes and share knowledge internally to improve team efficiency and scalability
- Act as trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention
The ideal candidate thrives in fast-paced environments, excels at cross-functional collaboration, and consistently delivers high-touch client experiences.
Qualifications:
- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Preferred: Prior experience managing client relationships with institutional banks or large financial institutions; estate planning experience strongly preferred
- 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
