Title: Account Manager, Mid Market
Location: Remote, USA
About Us
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. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com 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 WealthManagement.com 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 Wealth.com a truly enjoyable workplace. Wealth.com 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 Mid Market clients. 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 strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth.
Own the client lifecycle post-sale, driving successful deployment, adoption, and measurable value across client teams.
Develop account strategies that align client goals with Wealth.com capabilities, identifying opportunities to deepen adoption and expand the partnership.
Own renewal and expansion outcomes, proactively identifying revenue opportunities and managing commercial conversations across the account.
Monitor platform usage, engagement, and client health to uncover growth opportunities, address adoption gaps, and proactively mitigate churn risk.
Build strong relationships with key stakeholders and decision-makers, positioning yourself as a trusted strategic advisor to the client.
Lead client meetings, business reviews, and strategic planning conversations with clear insights, recommendations, and actionable next steps.
Partner cross-functionally with Product, Engineering, Support, Compliance, and Sales to advocate for client needs, remove barriers, and drive successful outcomes.
Maintain clear account plans, forecasts, opportunity tracking, and client documentation to ensure visibility into renewals, expansion opportunities, risks, and next steps.
Identify repeatable strategies, best practices, and client insights that improve retention, expansion, and scalability
Qualifications
Experience: 3+ 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
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!
Skills Required
- 3+ years of experience in client management, account management, or operations
- Experience within financial services, wealth management, or technology-driven environments
- Track record managing high-value or complex client accounts and driving measurable results
- Success in cross-functional collaboration, problem-solving, and process improvement
- Understanding of financial services workflows, client engagement strategies, or enterprise technology platforms
- Strong organizational, verbal, and written communication skills
- Technical fluency with SaaS platforms
- Ability to manage multiple concurrent workstreams
- High emotional intelligence, attention to detail, client-first mindset, and proactive problem-solving approach
- Experience managing relationships with institutional banks or large financial institutions
- Experience with estate planning
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
