# Technical Account Manager, Institutional at Wealth.com

- Company: Wealth.com
- What the company does: Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
- Company website: https://www.wealth.com
- Type: Startups
- Level: Senior
- Location: New York, New York
- Work setup: Remote
- Pay: $185K to $220K base salary per year (USD)
- Posted: 2026-10-01
- Apply by: 2026-11-15
- Apply: https://jobs.ashbyhq.com/wealth-com/a19c054b-0c79-4f67-b9b0-844bbf605cb3?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/wealth-com-technical-account-manager-institutional/

## About the role

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. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- 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

Tags: Sales

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/wealth-com-technical-account-manager-institutional/