Account Manager, Institutional
Benefits
Unlimited PTO
Responsibilities:
- Serve as the primary contact for assigned institutional accounts.
- Manage onboarding of new users.
- Coordinate with Product, Engineering, Support, and Compliance teams.
Qualifications:
- 5+ years in client management or operations.
- Prior experience managing client relationships with institutional banks.
- Demonstrated success in cross-functional collaboration.
Wealth.com
Wealth.com 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. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.