Technical Account Manager, Institutional

The Opportunity

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 client 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 client experience.

Key Responsibilities

• Serve as the primary day-to-day contact for assigned institutional accounts.
• Manage onboarding and deployment of new users, ensuring a 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.

Qualifications

• Experience: 5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Preferred Experience: Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is 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.
• Skills: Strong organizational skills, excellent verbal and written communication, technical fluency with SaaS platforms, and ability to manage multiple concurrent workstreams.
• Other: High emotional intelligence, attention to detail, client-first mindset, and a proactive approach to problem-solving.

Benefits & Perks

• Hybrid in New York City Office
• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 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 in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
• Free estate planning for life!