Account Manager, Institutional

Wealth.com Inc.

Job Overview

Location

Remote, United States

Job Type

Full-time

Full Job Description

📋 Description

• As an Account Manager, Institutional at Wealth.com Inc., you will serve as the primary day-to-day contact for large institutional clients, including national banking organizations, playing a critical role in managing relationships, driving platform adoption, and ensuring seamless deployment of the estate planning platform.
• Your daily responsibilities will include managing onboarding and rollout of new users, coordinating with Product, Engineering, Support, and Compliance teams to resolve issues, tracking workflows and timelines, monitoring platform usage for engagement opportunities, preparing materials for client meetings and QBRs, documenting processes for internal knowledge sharing, and acting as a trusted advisor by anticipating client needs and delivering proactive solutions.
• You will join a collaborative and supportive team at Wealth.com, the industry’s leading estate planning platform trusted by over 1,000 wealth management firms and recognized for innovation with awards including Top Estate Planning Technology (2025) and #1 market share in the 2025 Kitces AdvisorTech Study. The company is certified as a Great Place to Work for 2025 and fosters an environment where innovation and employee well-being are prioritized.
• In this role, you will deepen your expertise in enterprise client management within the financial technology space, develop strategic advisory skills, contribute directly to client retention and growth, and gain exposure to cutting-edge estate planning technology and cross-functional operations at a high-growth, award-winning fintech company.

🎯 Requirements

• 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
• Strong organizational skills, excellent verbal and written communication, and technical fluency with SaaS platforms
• Prior experience managing client relationships with institutional banks or large financial institutions (preferred)
• Experience with estate planning (strongly preferred)
• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement

🏖️ Benefits

• Fully remote, flexible work environment with occasional in-person meetings
• Excellent Medical, Dental, and Vision insurance with low-cost premiums
• 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 including birthday holidays
• Free estate planning for life

Skills & Technologies

Remote

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Wealth.com Inc.

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About Wealth.com Inc.

Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.

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