Account Manager, Enterprise

About the role

Wealth.com is seeking an Account Manager to support some of our largest enterprise clients, including leading national banking organizations. This individual will play a key role in managing day-to-day client relationships, coordinating across internal teams, and ensuring seamless deployment and adoption of our platform.

Key Responsibilities

• Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth.
• Own the client lifecycle post-sale, driving successful deployment, adoption, and measurable value across client teams.
• Develop account strategies that align client goals with Wealth.com capabilities, identifying opportunities to deepen adoption and expand the partnership.
• Own renewal and expansion outcomes, proactively identifying revenue opportunities and managing commercial conversations across the account.
• Monitor platform usage, engagement, and client health to uncover growth opportunities, address adoption gaps, and proactively mitigate churn risk.
• Build strong relationships with key stakeholders and decision-makers, positioning yourself as a trusted strategic advisor to the client.
• Lead client meetings, business reviews, and strategic planning conversations with clear insights, recommendations, and actionable next steps.
• Partner cross-functionally with Product, Engineering, Support, Compliance, and Sales to advocate for client needs, remove barriers, and drive successful outcomes.
• Maintain clear account plans, forecasts, opportunity tracking, and client documentation to ensure visibility into renewals, expansion opportunities, risks, and next steps.
• Identify repeatable strategies, best practices, and client insights that improve retention, expansion, and scalability.

Qualifications

• Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred.
• 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, and ability to manage multiple concurrent workstreams.

Benefits & Perks

• 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
• 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!

Compensation Range

$120K - $150K