Account Support Specialist, Wealth.com
Institutional
$100-120k
+ Equity
Estate planning technology
Open for applications
Estate planning technology
101-200 employees
Open for applications
$100-120k
+ 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
- This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is excited to work at the intersection of client management, operations, and cross-functional execution
- 3-5+ years of experience in client services, administrative operations, or similar roles
- Strong attention to detail and ability to manage multiple tasks simultaneously
- Comfortable using internal systems and learning new technology quickly
- Excellent communication skills and ability to work cross-functionally
What the job involves
- We are seeking a high-organized and proactive Account Manager to support some of our largest institutional clients, including leading national banking organizations. This individual will play a critical role in managing day-to-day activities, coordinating across internal teams, and helping ensure a seamless client experience across accounts
- You will partner closely with senior account leadership while serving as a key point of coordination across Product, Engineering, and Legal, helping to triage requests and keep priorities moving forward efficiently across your book of business
- Support the day-to-day management of a portfolio of large institutional client relationships, ensuring requests and deliverables are tracked and completed on time
- Serve as a central point of coordination across internal teams to triage client needs and drive timely resolution
- Manage incoming requests across accounts, prioritize workflows, and maintain clear communication with all stakeholders
- Assist in preparing for client meetings, including developing agendas, coordinating materials, and tracking follow-ups
- Track key initiatives, deliverables, and timelines across client coverage to ensure alignment and accountability
- Coordinate account setup, provisioning, and ongoing updates in partnership with internal teams
- Identify and escalate risks, bottlenecks, or gaps that could impact the client experience across accounts
- Maintain clear and organized documentation of workflows, processes, and best practices
- Support reporting and insights that help inform account strategy, client health, and growth opportunities
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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