Wealth.com
estate planning
AccountManager,Institutional
“Account Manager, Institutional at Wealth.com. Skills: client management, account management, cross-functional collaboration, problem-solving, process improvement. 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”
What You'll Achieve.
driving measurable results; enhance satisfaction and retention
Industry & Context.
problem-solving; proactive approach to problem-solving
What They're Looking For.
Must Have
5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments, 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, organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, ability to manage multiple concurrent workstreams, High emotional intelligence, attention to detail, client-first mindset, proactive approach to problem-solving
Nice to Have
Prior experience managing client relationships with institutional banks or large financial, experience with estate planning is strongly preferred
What You'll Do.
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
and Compliance teams to resolve client issues and implement workflow improvements
Track and maintain organized workflows
and client documentation
Monitor platform usage
identify opportunities to drive engagement
and escalate risks proactively
Support client meetings
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
How You'll Work.
Team & Collaboration
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements; Demonstrated success in cross-functional collaboration
Communication Scope
excellent verbal and written communication
Process & Methodology
Track and maintain organized workflows, timelines, and client documentation, ability to manage multiple concurrent workstreams
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