Account Manager, Institutional

Title: Account Manager, Institutional
Location: Hybrid, NYC

About Us

is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making a truly enjoyable workplace. is proud to be certified as a Great Place to Work for 2025.

The Opportunity

We are seeking an Account Manager to support some of our largest institutional clients, including leading national banking organizations. This individual will play a key role in managing day-to-day client relationships, coordinating across internal teams, and ensuring seamless deployment and adoption of our platform.

The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience. This is a unique opportunity to sit at the center of Wealth.com’s client operations, partnering with top-tier institutions and contributing directly to the success and growth of our enterprise relationships.

Key Responsibilities

• 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.

Qualifications

• Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.

• Preferred Experience: 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.

• Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams.

• Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving.

Benefits & Perks

• Hybrid in New York City Office

• 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!