Account Manager - WealthTech

ACCOUNT MANAGER | AI-DRIVEN WEALTHTECHRemote (US) | $100K–$125K━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━THE PITCHAn advisor hits a wall. They’re building out a team, doing something specific with a portfolio, or stuck on a workflow inside the platform. The AI has answered everything it can.That’s when they reach you. Not a ticket in a queue. A real person on the phone or in their inbox who gets them unstuck.This is the edge of the product, and it’s where advisors decide whether the platform is worth the switch. You’d be their first real impression of the company.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━WHAT YOU’LL DOBe the first human advisors reach when their question goes past what the AI can handleWalk advisors through onboarding and day-to-day questions, from building teams to working with portfoliosSolve what you can, and pass the rest to the CSM Lead with full context, not a forwarded emailUse phone or email, whichever gets the advisor unstuck fasterWork alongside an automated system of follow-ups and nurture sequences, and step in when a deeper planning question needs a real person━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━WHO WE WANTExperience in WealthTech support or success, across RIA, IBD, or bank and trust channelsWorking knowledge of an advisor’s day: financial planning, investment proposals, and the workflows behind themHands-on time with AI in a support or success setting, like automated follow-up or AI-assisted triageComfortable on the phone as well as in emailA patient, clear communicator who can explain a workflow to someone seeing it for the first timeBased in the USBonus: prior support or success work with financial advisors or an advisor-facing platform.Not required: a CFP or any management experience. This is a doing role.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━WHAT SUCCESS LOOKS LIKEAdvisors get a real answer the first time they reach out. Escalations arrive with the context they need. And advisors learn that contacting the company gets them unstuck.