What are the responsibilities and job description for the Technical Program Manager (TPM) position at Wealth Access?
The Role
We're seeking a Technical Program Manager (TPM) to lead cross-functional initiatives that drive the development and delivery of Wealth Access's data platform and client-facing products. This role sits at the intersection of engineering, product, and business — ensuring that complex technical programs are executed efficiently and aligned with company objectives.
You'll own program delivery end-to-end, partnering with Engineering, Product, and Client Success to define scope, manage dependencies, and keep execution on track across multiple concurrent initiatives. By bringing structure, visibility, and accountability to our most critical programs, you help the company deliver on its commitments to clients and to the business.
This is a great opportunity for someone who thrives on driving clarity through complexity, aligning teams around shared goals, and continuously improving how work gets done.
What You'll Do
Program Delivery & Execution
At Wealth Access, our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
Compensation
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. 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.
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.
We're seeking a Technical Program Manager (TPM) to lead cross-functional initiatives that drive the development and delivery of Wealth Access's data platform and client-facing products. This role sits at the intersection of engineering, product, and business — ensuring that complex technical programs are executed efficiently and aligned with company objectives.
You'll own program delivery end-to-end, partnering with Engineering, Product, and Client Success to define scope, manage dependencies, and keep execution on track across multiple concurrent initiatives. By bringing structure, visibility, and accountability to our most critical programs, you help the company deliver on its commitments to clients and to the business.
This is a great opportunity for someone who thrives on driving clarity through complexity, aligning teams around shared goals, and continuously improving how work gets done.
What You'll Do
Program Delivery & Execution
- Own and drive end-to-end delivery of technical programs across data aggregation, integrations, and platform services
- Translate business requirements into clear technical execution plans
- Manage dependencies, risks, and trade-offs across multiple concurrent initiatives
- Track progress using metrics and KPIs, ensuring on-time and high-quality delivery
- Partner with Engineering, Product, and Client Success teams to define scope, timelines, and deliverables
- Establish and maintain program governance, reporting, and communication cadence
- Support integration efforts with financial institutions, custodians, and third-party platforms
- Facilitate sprint planning, backlog grooming, and release coordination when needed
- Continuously improve processes to enhance team efficiency and scalability
- Experienced in Technical Program Management or a related role (5 years), with a strong understanding of software development lifecycle and Agile methodologies
- Proven in working closely with engineering teams on technical products or platforms, with the ability to manage multiple complex projects simultaneously
- A clear communicator who can translate effectively between technical and non-technical stakeholders
- Highly analytical, organized, and resourceful, with strong problem-solving skills
- Familiar with fintech, wealth management, or financial data platforms (preferred)
- Comfortable with APIs, data integrations, cloud-based systems, and tools such as Jira, Confluence, or similar platforms (preferred)
- Background in data engineering, software development, or systems architecture is a plus
At Wealth Access, our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
Compensation
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. 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.
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.