Account Manager

Job Summary

Managing day-to-day client relationships, the full-time Account Manager will serve as the primary point of contact for Mid Market clients, ensuring successful deployment and adoption of the platform in a remote environment.

Key Responsibilities

• Serve as the strategic owner for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth
• Drive successful deployment and adoption of the platform, aligning client goals with Wealth.com capabilities
• Lead client meetings and strategic planning conversations, providing insights and actionable next steps

Required Qualifications

• 3+ years in client management, account management, or operations within financial services or technology-driven environments
• Prior experience managing client relationships with institutional banks or large financial institutions; estate planning experience preferred
• Proven track record of managing high-value or complex client accounts and driving measurable results
• Deep understanding of financial services workflows and client engagement strategies
• High emotional intelligence and a proactive approach to problem-solving