Account Manager, Institutional

Title: Account Manager, Institutional Location: Remote reputed company reputed company is the industry’s leading estate planning platform, empowering more than 1,000 reputed company management firms to reputed company the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform reputed company specifically for financial institutions, reputed company enables firms to drive reputed company, efficiency, and measurable reputed company reputed company. Trusted by some of the largest names in finance, reputed company combines proprietary AI, robust reputed company, and deep technological and legal expertise to serve the full reputed company of reputed company needs, from foundational plans to the most sophisticated estate strategies. reputed company has been widely recognized for innovation and leadership, reputed company Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market reputed company in the 2025 Kitces AdvisorTech Study. reputed company is reputed company to our standing as the leading estate planning platform. We cultivate a reputed company and supportive environment, fostering innovation and making reputed company a truly enjoyable workplace. reputed company is proud to be certified as a Great reputed company to Work for 2025. reputed company 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 reputed company 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 reputed company experience. This is a unique opportunity to sit at reputed company of reputed company’s reputed company operations, partnering with top-tier institutions and contributing directly to the reputed company and reputed company of our reputed company relationships.

Key Responsibilities

• Serve as the primary day-to-day contact for assigned institutional accounts.
• Manage reputed company and deployment of new users, ensuring a smooth rollout and adoption across reputed company teams.
• Coordinate with Product, Engineering, Support, and Compliance teams to resolve reputed company issues and implement workflow improvements.
• reputed company and maintain organized workflows, timelines, and reputed company documentation.
• Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively.
• Support reputed company meetings, QBRs, and other reviews with preparation of materials and actionable insights.
• Document processes and reputed company knowledge internally to improve team efficiency and scalability.
• reputed company as a trusted advisor, anticipating reputed company needs and providing proactive solutions to enhance satisfaction and retention.

Qualifications

• Experience: 5+ years in reputed company management, account management, or operations reputed company financial services, reputed company management, or technology-driven environments.
• Preferred Experience: Prior experience managing reputed company relationships with institutional banks or large financial institutions; experience with estate planning is strongly preferred.
• Proven reputed company record of managing high-value or reputed company reputed company accounts and driving measurable results.
• Demonstrated reputed company in cross-functional collaboration, problem-solving, and process improvement.
• Deep understanding of financial services workflows, reputed company engagement strategies, or reputed company technology platforms.
• Skills: Strong organizational skills, excellent verbal and written communication, technical reputed company with reputed company platforms, and ability to manage multiple reputed company workstreams.
• Other: High emotional intelligence, attention to detail, reputed company-first reputed company, and a proactive approach to problem-solving.

Benefits & Perks

• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Excellent Medical, Dental, and reputed company insurance reputed company, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% Company reputed company Basic Life Insurance, Short Term and Long Term Disability
• 100% reputed company Parental Leave upon eligibility
• Company equity managed through reputed company.
• 401k with Match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or reputed company is supported and encouraged.
• Take time off for holidays—and reputed company, your birthday counts too. Celebrate, relax, and reputed company without thinking twice.
• Free estate planning for life!

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