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Wealth.comPosted 10/20/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $125,000 - $150,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and account operations within financial services, with a strong focus on onboarding, engagement strategies, and cross-functional collaboration. Proven ability to drive measurable results and enhance client satisfaction through proactive problem-solving and effective communication.
Highest-signal resume keywords
Client ManagementAccount ManagementCross-Functional CollaborationSaaS PlatformsFinancial Services Workflows
About the role
Key responsibilities & impact- Serve as the primary day-to-day contact for assigned institutional accounts
- Manage onboarding and deployment of new users, ensuring smooth rollout and adoption across client teams
- Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements
- Track and maintain organized workflows, timelines, and client documentation
- Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively
- Support client meetings, QBRs, and other reviews with preparation of materials and actionable insights
- Document processes and share knowledge internally to improve team efficiency and scalability
- Act as a trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention
Requirements
What you’ll need- 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments
- Prior experience managing client relationships with institutional banks or large financial institutions preferred
- Experience with estate planning 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
- Strong organizational skills
- Excellent verbal and written communication
- Technical fluency with SaaS platforms
- Ability to manage multiple concurrent workstreams
- High emotional intelligence
- Attention to detail
- Client-first mindset
- Proactive approach to problem-solving
- Eligibility to work in the U.S. and disclosure of sponsorship requirements
Benefits
Comp & perks- Excellent Medical, Dental, and Vision insurance options
- 100% Company Paid Basic Life Insurance
- Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
- Flexible PTO
- Paid holidays
- Paid birthday time off
- Free estate planning for life
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Relationship ManagementProcess ImprovementWorkflow DocumentationEngagement StrategiesEstate Planning
Soft Skills
Organizational SkillsVerbal CommunicationWritten CommunicationEmotional IntelligenceAttention to Detail
Industry Keywords
Financial ServicesWealth ManagementInstitutional AccountsTechnology-Driven EnvironmentsHigh-Value Client Accounts