Account Manager – Institutional

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary point of contact for designated institutional accounts on a daily basis.

• Oversee the onboarding and deployment process for new users, ensuring a seamless rollout and adoption among client teams.

• Collaborate with Product, Engineering, Support, and Compliance teams to address client concerns and implement workflow enhancements.

• Keep track of and maintain organized workflows, timelines, and client documentation.

• Monitor platform usage, identify opportunities to increase engagement, and proactively escalate risks.

• Assist in client meetings, QBRs, and other reviews by preparing materials and providing actionable insights.

• Document processes and disseminate knowledge internally to boost team efficiency and scalability.

• Serve as a trusted advisor, anticipating client needs and delivering proactive solutions to enhance satisfaction and retention.

⛳️ Requirements

• A minimum of 5 years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven sectors.

• Previous experience managing client relationships with institutional banks or large financial institutions; experience in estate planning is highly preferred.

• Demonstrated success in managing high-value or complex client accounts and achieving measurable outcomes.

• Proven ability in cross-functional collaboration, problem-solving, and process improvement.

• Comprehensive understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.

• Strong organizational abilities, excellent verbal and written communication skills, technical proficiency with SaaS platforms, and capacity to handle multiple concurrent workstreams.

• High emotional intelligence, meticulous attention to detail, client-first attitude, and a proactive problem-solving approach.

🏝️ Benefits

• Fully remote, flexible work environment, with in-person meetings several times a year.

• Excellent Medical, Dental, and Vision insurance options with low-cost premium structures that reflect our commitment to providing great value to our employees.

• 100% Company Paid Basic Life Insurance, along with Short Term and Long Term Disability coverage.

• 100% Paid Parental Leave upon meeting eligibility criteria.

• Company equity managed through Carta.

• 401k plan with Match and 100% vesting upon hire.

• Flexible PTO in an environment that encourages taking time off to relax or recharge.

• Time off for holidays—including your birthday! Celebrate, relax, and recharge without hesitation.

• Complimentary estate planning services for life!