Account Manager, Institutional

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New York, New York Remote Full-time$150k–$185k / year Posted 10d ago

Market rate. This role pays around the $153k median for similar USD roles (164 comparable postings in our corpus).

Title: Account Manager, Institutional Location: Hybrid, NYC Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making the company a truly enjoyable workplace. The company is proud to be certified as a Great Place to Work for 2025. 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…

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