Private Wealth Account Manager

3–5+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments. Previous experience working in a private wealth or private client team. Experience with estate planning is highly preferred. Proven track record of managing high-value or complex client accounts. 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, and a proactive approach to problem-solving.

Serve as the primary day-to-day contact for assigned enterprise and high-touch clients. Manage onboarding and deployment of new users. Coordinate with Product, Engineering, Support, and Compliance teams. Track and maintain organized workflows, timelines, and client documentation. Monitor platform usage and escalate risks. Support client meetings and reviews. Document processes and share knowledge internally. Act as a trusted advisor, anticipating client needs.