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Wealth.com · 1 month ago

Private Wealth Account Manager

United States

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $150K/yr

3+ years exp

Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning guidance. The Private Wealth Account Manager will manage client relationships, coordinate internal teams, and ensure the effective adoption of the platform among enterprise clients.

Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management

Responsibilities

Serve as the primary day-to-day contact for assigned enterprise and high-touch clients

Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams

Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements

Track and maintain organized workflows, timelines, and client documentation

Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively

Support client meetings, QBRs, and other reviews with preparation of materials and actionable insights

Document processes and share knowledge internally to improve team efficiency and scalability

Act as a trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention

Qualification

Client managementAccount managementCross-functional collaborationEstate planningSaaS platformsProblem-solvingOrganizational skillsCommunication skillsAttention to detailEmotional intelligence

Required

3–5+ 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 and driving measurable results

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

Preferred

Previous experience working in a private wealth or private client team

Experience with estate planning is highly preferred

Benefits

Competitive Salary.

Fully remote, flexible work environment. We do however meet together in person several times a year.

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

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 in an environment where taking time off to relax or recharge is supported and encouraged.

Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Free estate planning for life!