Account Manager (Fintech)

Location: Hybrid in New York City, United States

On-target earnings: $125K–$150K, plus equity.

Company

hirify.global provides a technology-led, end-to-end estate planning platform for financial institutions and wealth management firms.

What you will do

• Act as the primary day-to-day contact for assigned institutional accounts.
• Manage user onboarding, platform deployment, and adoption across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve issues and improve workflows.
• Track client workflows, timelines, documentation, usage, and engagement opportunities.
• Prepare materials and actionable insights for client meetings, QBRs, and account reviews.
• Anticipate client needs, provide proactive solutions, and improve satisfaction and retention.

Requirements

• 5+ years of experience in client management, account management, or operations.
• Experience in financial services, wealth management, or technology-driven environments.
• Proven experience managing high-value or complex client accounts and driving measurable results.
• Strong cross-functional collaboration, problem-solving, and process improvement skills.
• Strong organization, communication, technical fluency with SaaS platforms, and ability to manage multiple workstreams.
• High emotional intelligence, attention to detail, client-first mindset, and proactive problem-solving approach.

Nice to have

• Experience managing relationships with institutional banks or large financial institutions.
• Experience with estate planning.
• Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.

Culture & Benefits

• Hybrid work from the New York City office.
• Medical, dental, and vision insurance with low-cost premium structures.
• Company-paid basic life insurance and short- and long-term disability coverage.
• Paid parental leave upon eligibility.
• Company equity managed through Carta and a 401(k) with matching and immediate vesting.
• Flexible PTO, paid holidays, birthday time off, and free lifetime estate planning.