Wealth.com
Technical Account Manager, Institutional
$185K–$220K
New York, New York · Hybrid · Manager · Full-time · Posted Oct 1, 2026
- Experience
- 5+ years; no alternatives stated.
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 contact for assigned institutional accounts and manage user onboarding and deployment.
- Coordinate with internal teams to resolve client issues, improve workflows, and proactively address risks.
- Support client reviews, monitor platform engagement, and document processes and client activity.
What they ask for
- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
- 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
$185K – $220K (USD, base salary); equity offered, amount not stated.
Tools
SaaS platforms, Carta
Model-written summary · the original posting is authoritative