Account Manager, Institutional (Fintech)

Location: Hybrid, New York City office, United States

On-target earnings: $125K–$150K; equity offered.

Company

hirify.global provides an estate planning platform for wealth management firms and financial institutions.

What you will do

• Serve as the primary day-to-day contact for assigned institutional accounts, including large banking organizations.
• Manage onboarding and deployment of new users and support adoption across client teams.
• Coordinate with Product, Engineering, Support, and Compliance to resolve client issues and improve workflows.
• Track workflows, timelines, documentation, platform usage, engagement opportunities, and client risks.
• Support client meetings, QBRs, and reviews by preparing materials and actionable insights.
• Document processes, share internal knowledge, and provide proactive solutions to improve satisfaction, retention, efficiency, and scalability.

Requirements

• 5+ years of experience in client management, account management, or operations within financial services, wealth management, or technology-driven environments.
• Experience managing high-value or complex client accounts and driving measurable results.
• Demonstrated success in cross-functional collaboration, problem-solving, and process improvement.
• Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms.
• Strong organizational skills and excellent verbal and written communication.
• Technical fluency with SaaS platforms and the ability to manage multiple concurrent workstreams.
• High emotional intelligence, attention to detail, a client-first mindset, and a proactive approach to problem-solving.

Nice to have

• Experience managing relationships with institutional banks or large financial institutions.
• Experience with estate planning.

Culture & Benefits

• Hybrid work in the New York City office.
• Medical, dental, and vision insurance options.
• Company-paid basic life insurance and short- and long-term disability coverage.
• Paid parental leave upon eligibility, flexible PTO, and paid holidays.
• Company equity managed through Carta and a 401(k) with matching and immediate vesting.
• Free estate planning for life.