What are the responsibilities and job description for the COO / CFO position at Wealth Access?
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 a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.
What You’ll Do
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
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 a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.
What You’ll Do
- Lead Operational Excellence: Establish and manage the company’s operating rhythm, ensuring alignment across all functions to deliver on strategic objectives.
- Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth.
- Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency.
- Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact.
- Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes.
- Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent.
- A seasoned operator with experience as a COO, CFO, or senior executive in B2B SaaS or FinTech, ideally in a growth-stage environment.
- Skilled in building and scaling organizations, with a strong foundation in financial management and operational excellence.
- Deep knowledge of GAAP and ASC 606 revenue recognition, FP&A, and SaaS metrics.
- Adept at driving cross-functional alignment and fostering collaboration across GTM, Product, and Engineering teams.
- Comfortable balancing strategic vision with hands-on execution in a fast-paced, evolving business.
- A strong communicator and leader who inspires trust, accountability, and high performance.
- Based in Nashville and committed to an on-site leadership presence.
- Lead a high-growth fintech company redefining how banks and wealth firms use data.
- Competitive compensation with potential equity participation.
- Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.
- Lead with Insight
- Put People First
- Win Together
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.