Technical Account Manager

Who you are

• The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience
• 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

What the job involves

• 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
• 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
• 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

Benefits

• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Full medical and dental benefits
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Paid parental leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire