About Wealth.com

Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.

Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.

Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

Role Overview

This is a highly visible, commercially driven role with direct accountability for retention, expansion, and revenue growth across a portfolio of complex enterprise relationships. You will serve as a strategic partner to senior client stakeholders, deeply understand their businesses and priorities, and translate those insights into opportunities to expand Wealth.com's impact and commercial footprint. The ideal candidate combines strong executive presence and relationship management with sharp commercial instincts, knows how to navigate complex organizations, build relationships across multiple levels, uncover opportunities, and create urgency.

What You'll Do

• Own a portfolio of strategic enterprise accounts with direct accountability for retention, expansion, and quota attainment.

• Build and execute strategic account plans that identify client priorities, whitespace, key stakeholders, risks, and clear paths to revenue growth.

• Develop deep, multi-threaded relationships across client organizations, from day-to-day champions to senior executives and economic buyers.

• Proactively identify, develop, and close expansion opportunities by connecting client needs to Wealth.com's broader platform and solutions.

• Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting.

• Serve as a trusted strategic advisor who understands each client's business, operating model, priorities, and opportunities for growth.

• Lead executive business reviews and strategic conversations that demonstrate measurable value, surface opportunities, and advance the partnership.

• Maintain a strong command of account health, adoption, engagement, and organizational dynamics to proactively mitigate risk and identify growth opportunities.

• Own an accurate revenue forecast and pipeline with clear visibility into expansion opportunities, renewals, risks, decision-makers, and next steps.

• Partner closely with Sales, Product, Marketing, Support, Compliance, and leadership to mobilize the right resources around strategic opportunities and client needs.

• Represent the voice of our largest clients internally and translate client and market insights into opportunities to strengthen Wealth.com's product and commercial strategy.

• Identify repeatable strategies and best practices that strengthen enterprise retention and expansion across the organization.

• Be a positive leader within the Account Management team by sharing best practices, helping teammates grow, and bringing a collaborative, solution-oriented approach to challenges.

What You'll Bring

• Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations.

• Strong executive presence and relationship management skills.

• Sharp commercial instincts and ability to navigate complex organizations.

• Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets.

• Ability to anticipate risks and opportunities before they surface.

• Confidence in executive and commercial conversations with a solution-oriented mindset.

• Strong teamwork skills to share what works, help others grow, and contribute to raising the bar across the Account Management team.

Benefits & Perks

• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

• 100% company-paid basic life insurance, short-term and long-term disability insurance.

• 100% paid parental leave upon eligibility.

• Company equity managed through Carta.

• 401k with match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.