💼 About This Role

You'll serve as the primary day-to-day contact for institutional accounts at a leading estate planning platform, managing onboarding and driving platform adoption across client teams. You'll coordinate with Product, Engineering, and Compliance to resolve issues and improve workflows. This role offers a unique opportunity to work with top-tier financial institutions and contribute directly to enterprise growth.

🎯 What You'll Do

• Serve as primary day-to-day contact for assigned institutional accounts
• Manage onboarding and deployment of new users
• Coordinate with Product, Engineering, Support, and Compliance teams
• Monitor platform usage and identify engagement opportunities
• Support client meetings and quarterly business reviews

📋 Requirements

• 5+ years in client management or account management within financial services
• Proven track record managing high-value client accounts
• Strong cross-functional collaboration skills
• SaaS platform fluency and organizational skills

✨ Nice to Have

• Experience with institutional banking clients
• Estate planning experience

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 🏥 Excellent Medical, Dental, Vision insurance with low-cost premiums
• 💼 Company equity through Carta
• 💰 401k with Match and 100% vesting upon hire
• 🏠 Hybrid NYC office with free estate planning for life

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Client Case Study· 60 min