Description
Wealth.com is hiring an Account Manager to serve as the primary contact for large institutional clients, including national banking organizations. The role manages onboarding and deployment, coordinates with Product, Engineering, Support, and Compliance, tracks workflows and client documentation, monitors platform usage, supports client reviews, and provides proactive client advice. Candidates need at least five years of client management, account management, or operations experience in financial services, wealth management, or technology-driven environments, along with strong organizational, communication, SaaS, and cross-functional skills. The position is hybrid in New York City and includes medical, dental, and vision insurance options.
