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 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.
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 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.
Qualifications
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.
Benefits & Perks
Hybrid in New York City Office
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
- 5+ years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Experience managing high-value or complex client accounts and driving measurable results
- Success with 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 and 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
Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth and has not been reviewed or approved by Wealth.
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Retirement Support — A 401(k) with company matching and immediate 100% vesting from Day 1 is offered. This structure is highlighted as especially employee-friendly for building retirement savings.
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Healthcare Strength — Full medical, dental, and vision coverage options extend to employees and their families. Company-paid basic life insurance plus short- and long-term disability are also noted in postings.
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Equity Value & Accessibility — All employees receive stock options, enabling direct participation in the company’s growth. Broad eligibility indicates accessible ownership across roles.
Wealth Insights
What We Do
Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to the most sophisticated estate strategies. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, the 2024 Best Technology Provider in the Trust category, and #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Why Work With Us
We are about 150 people and our platform already supports thousands of wealth management firms, so there is more to own here than at most places. You will work with engineers, lawyers and tax experts on problems where a wrong answer has real consequences.
