Account Manager, Institutional

Job Description

• Manage day-to-day relationships for major institutional clients, including national banking organizations, as the primary account contact.
• Lead user onboarding, platform deployment, adoption, workflow tracking, documentation, client meetings, QBRs, and usage engagement initiatives.
• Coordinate with Product, Engineering, Support, and Compliance teams to resolve issues, improve workflows, and proactively escalate risks.
• Requires 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments; institutional banking and estate planning experience are strongly preferred.
• Hybrid role in New York City; full-time compensation is $125K–$150K/year.