ACCOUNT MANAGER | AI-DRIVEN WEALTHTECH
Remote (US) | $100K–$125K
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THE PITCH
An 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.
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WHAT YOU’LL DO
- Be the first human advisors reach when their question goes past what the AI can handle
- Walk advisors through onboarding and day-to-day questions, from building teams to working with portfolios
- Solve what you can, and pass the rest to the CSM Lead with full context, not a forwarded email
- Use phone or email, whichever gets the advisor unstuck faster
- Work alongside an automated system of follow-ups and nurture sequences, and step in when a deeper planning question needs a real person
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WHO WE WANT
- Experience in WealthTech support or success, across RIA, IBD, or bank and trust channels
- Working knowledge of an advisor’s day: financial planning, investment proposals, and the workflows behind them
- Hands-on time with AI in a support or success setting, like automated follow-up or AI-assisted triage
- Comfortable on the phone as well as in email
- A patient, clear communicator who can explain a workflow to someone seeing it for the first time
- Based in the US
Bonus: 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.
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WHAT SUCCESS LOOKS LIKE
Advisors 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.
Account Manager - WealthTech in remote at Unknown Company
This position is listed as full time and able to be worked remotely.