Technical Account Manager, Institutional

The role

This person will manage day-to-day relationships with large institutional clients. They will coordinate with internal teams to ensure platform deployment and adoption.

What you will do

• Serve as the primary day-to-day contact for assigned institutional accounts.
• Manage onboarding and deployment of new users.
• Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues.
• Track and maintain organized workflows, timelines, and client documentation.
• Monitor platform usage and identify opportunities to drive engagement.
• Support client meetings, QBRs, and other reviews.
• Document processes and share knowledge internally.
• Act as a trusted advisor to enhance satisfaction and retention.

Required qualifications

• 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.
• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement.
• Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.
• Strong organizational skills.
• Excellent verbal and written communication.
• Technical fluency with SaaS platforms.
• Ability to manage multiple concurrent workstreams.
• High emotional intelligence.
• Attention to detail.
• Client-first mindset.
• Proactive approach to problem-solving.

Nice to have

• Prior experience managing client relationships with institutional banks or large financial institutions
• experience with estate planning is strongly preferred

Benefits

• Medical, Dental, and Vision insurance options
• 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
• Paid time off for holidays and birthdays
• Free estate planning for life

About the company

Wealth.com is an estate planning platform for wealth management firms. It uses proprietary AI, security, and technological and legal expertise to serve client needs.