---
title: 'Enterprise Account Manager at Wealth.com'
canonical: 'https://feeny.ai/job/enterprise-account-manager-wealth-com-united-states-9692enaqvrkz'
type: 'job'
last_seen: '2026-10-20'
---

# Enterprise Account Manager at Wealth.com

- **Company:** Wealth.com
- **Location:** United States
- **Compensation:** $150k–$185k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-08
- **Last confirmed live:** 2026-10-20
- **Apply:** https://jobs.ashbyhq.com/wealth-com/126c643c-05b1-4b2c-b626-9e9f2f12b7cf

## Job description

About [Wealth.com](http://Wealth.com) [Wealth.com](http://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](http://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](http://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](http://Wealth.com) Tax Planning, firms can deliver more integrated, proactive planning through a single platform. [Wealth.com](http://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](http://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](http://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](http://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](http://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.

## About Wealth.com

## Company Overview
- **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients.
- **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi)
- **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco)
- **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis)
- **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder)

## Core Business
- **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software
- **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients
- **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/)

## Products & Services
- **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle.
- **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights.
- **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios.
- **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors.
- **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization.
- **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (privately held)
- **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/)
- **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/)
- **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth)

## Competitive Advantages
- **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review.
- **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator.
- **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry.
- **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented.
- **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning.

## Strategic Focus
- **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts.
- **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning.
- **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW).
- **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers.

## Why Work Here
- **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/)
- **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/)
- **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/)
- **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth)
- **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security.

## Sources
1. [wealth.com - About](https://www.wealth.com/about/)
2. [wealth.com - Careers](https://www.wealth.com/careers/)
3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth)
4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth)

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