VP of Product. Location: Nashville, TN (On-site). Employment Type: Full-time. The Role. We’re seeking a strategic and execution-focused VP of Product to lead our product vision and delivery. You’ll own the roadmap, drive adoption, and ensure what we build delivers real value to clients. This role requires close alignment with executive leadership, disciplined communication, and deep engagement with clients and internal teams. You’ll manage and gr...
Chief Operating Officer / Chief Financial Officer (COO/CFO). Location: Nashville, TN (On-site). Employment Type: Full-time. The Role. We’re looking for a proven operator and financial leader to join our executive team as COO/CFO. In this role, you’ll own the operating rhythm and financial foundation that enable Wealth Access to scale. You’ll lead Finance, Operations, and Legal while ensuring alignment across GTM, Product, and Engineering. This is...
The Role. We’re seeking a hands-on, highly organized and resourceful Marketing Operations Coordinator to join our fast-growing team at Wealth Access. This is an ideal role for someone early in their marketing career who’s excited to roll up their sleeves, learn quickly, and take ownership. As a growth-stage company, we move fast—and we need someone who’s ready to jump in, try new things, and help bring order to the chaos. You’ll have the opportun...
Location: Nashville, TN (On-site). Employment Type: Full-time. The Role. We’re seeking an enthusiastic and proactive Product Marketing Manager to drive go-to-market success and lead major initiatives, including the launch of our new platform. You’ll work closely with Product, Engineering, Client Success, Sales, and Marketing to ensure our products are positioned effectively, resonate with target audiences, and contribute to business objectives. T...
Location: Nashville, TN (On-site). Employment Type: Full-time. The Role. We’re seeking a Project Manager to ensure the successful execution of key initiatives across Wealth Access, including software development projects, client programs, and enterprise implementations. This role is responsible for driving alignment, managing timelines, and ensuring that projects meet their goals, stay within budget, and adhere to timelines. You’ll oversee the So...
