About this role
Account Manager, Institutional at Wealth.com. Location: United States. Role: manage onboarding, coordinate teams, drive engagement Requirements: 5+ years in client management or operations within financial services, wealth management, or tech; experience with institutional banks preferred; strong cross-functional collaboration and SaaS fluency. Category: Sales Seniority: Mid Level Tools: Carta, SaaS platforms Commitment: Full Time Workplace: Remote Languages: English