Account Manager; Institutional

• We are seeking an Account Manager to support some of our largest institutional 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
• The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and consistently delivers a high-touch client experience. This is a unique opportunity to sit at the center of ’s client operations, partnering with top-tier institutions and contributing directly to the success and growth of our enterprise relationships
• Serve as the primary day-to-day contact for assigned institutional accounts
• 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 elevate 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

• Company equity managed through Carta
• Full medical and dental benefits
• 401k with Match and 100% vesting upon hire
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Paid parental leave

High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving

Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent work streams

Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments

Demonstrated success in cross-functional collaboration, problem-solving, and process improvement

Proven track record of managing high-value or complex client accounts and driving measurable results

Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred