Account Manager, Wealth.com
Mid Market
$120-130k
OTE
+ Equity
Estate planning technology
Job no longer available
Estate planning technology
101-200 employees
Job no longer available
$120-130k
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
- Experience: 3+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Preferred Experience: 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
- Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams
- Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving
What the job involves
- We are seeking an Account Manager to support some of our Mid Market clients. 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
- 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
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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