Account Support Specialist, Institutional

About the role

Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning 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 share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. 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. 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. 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.