Wealth.com
Account Manager, Institutional
$150K–$185K
New York, New York · Hybrid · Manager · Full-time · Posted Oct 20, 2026
- Experience
- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
About the job
Manages day-to-day relationships with institutional clients and coordinates onboarding, platform adoption, issue resolution, and retention.
What you'll do
- Serve as the primary day-to-day contact for assigned institutional accounts and manage user onboarding and deployment.
- Coordinate with internal teams to resolve client issues, improve workflows, and support client reviews.
- Monitor platform usage, maintain client workflows and documentation, and proactively address engagement risks and client needs.
What they ask for
- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
- Proven track record managing high-value or complex client accounts and driving measurable results.
- Demonstrated cross-functional collaboration, problem-solving, and process improvement.
- Strong organization and communication skills, SaaS platform fluency, and ability to manage multiple workstreams.
Nice to have
- Experience managing relationships with institutional banks or large financial institutions.
- Estate planning experience.
Pay
$150K – $185K (base salary)
Tools
SaaS platforms, Carta
Model-written summary · the original posting is authoritative