Principal Account Manager, Wealth.com
Enterprise
$160-185k
OTE
+ Equity
Estate planning technology
Posted today
Estate planning technology
101-200 employees
Posted today
$160-185k
OTE
+ Equity
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations
- Strong executive presence and relationship management skills
- Sharp commercial instincts and ability to navigate complex organizations
- Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets
- Ability to anticipate risks and opportunities before they surface
- Confidence in executive and commercial conversations with a solution-oriented mindset
- Strong teamwork skills to share what works, help others grow, and contribute to raising the bar across the Account Management team
What the job involves
- Own a portfolio of strategic enterprise accounts with direct accountability for retention, expansion, and quota attainment
- Build and execute strategic account plans that identify client priorities, whitespace, key stakeholders, risks, and clear paths to revenue growth
- Develop deep, multi-threaded relationships across client organizations, from day-to-day champions to senior executives and economic buyers
- Proactively identify, develop, and close expansion opportunities by connecting client needs to Wealth.com's broader platform and solutions
- Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting
- Serve as a trusted strategic advisor who understands each client's business, operating model, priorities, and opportunities for growth
- Lead executive business reviews and strategic conversations that demonstrate measurable value, surface opportunities, and advance the partnership
- Maintain a strong command of account health, adoption, engagement, and organizational dynamics to proactively mitigate risk and identify growth opportunities
- Own an accurate revenue forecast and pipeline with clear visibility into expansion opportunities, renewals, risks, decision-makers, and next steps
- Partner closely with Sales, Product, Marketing, Support, Compliance, and leadership to mobilize the right resources around strategic opportunities and client needs
- Represent the voice of our largest clients internally and translate client and market insights into opportunities to strengthen Wealth.com's product and commercial strategy
- Identify repeatable strategies and best practices that strengthen enterprise retention and expansion across the organization
- Be a positive leader within the Account Management team by sharing best practices, helping teammates grow, and bringing a collaborative, solution-oriented approach to challenges
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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