Nashville, Tennessee, United States · Remote OK
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound p…
Skills: B2B SaaS Sales, Enterprise Sales, Outbound Prospecting, Lead Generation, Pipeline Management
Nashville, Tennessee, United States · Remote OK
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound p…
Skills: Enterprise Sales, Outbound Prospecting, Lead Generation, B2B SaaS Sales, Pipeline Management
Nashville, Tennessee, United States · Hybrid
The Role: The Product Manager at Wealth Access is responsible for defining, developing, and driving the roadmap for our wealth management technology platform. This role works closely with clients, internal stakeholders, …
Skills: Product Roadmap Development, Requirement Gathering, Agile Methodologies, User Story Writing, UX/UI Collaboration
Nashville, Tennessee, United States · Hybrid
Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build, lead, and scale our client-facing revenue group. This person will be responsible for managing a team of B2B Software AE's while …
Skills: B2B SaaS sales leadership, Revenue generation, Client success management, Pipeline management, Forecasting
Nashville, Tennessee, United States · Hybrid
Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build, lead, and scale our client-facing revenue group. This person will be responsible for managing a team of B2B Software AE's while …
Skills: B2B SaaS Sales, People Leadership, Pipeline Management, Client Success Management, CRM Proficiency
Nashville, Tennessee, United States · On-site
Director Engineering Nashville, TN | Full-Time | Reports to CTO The Role Wealth Access is hiring a Director of Engineering to lead engineering execution across our application platform, data pipelines, reliability, and A…
Skills: Engineering Leadership, People Management, Software Architecture, AI-assisted Development, CI/CD
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The Account Executive manages the full sales cycle from outbound prospecting to closing enterprise deals within the bank and wealth management channel. They collaborate with product and client success teams to generate new ARR and maintain lasting client relationships.
Candidates need 2-5 years of full-cycle B2B SaaS sales experience, specifically with a proven track record of outbound motion and enterprise quota attainment. A bachelor's degree in business, finance, or economics and proficiency in Salesforce are required.
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound prospecting through close. You will work in close partnership with product, implementation, and client success teams to move deals forward and create lasting client relationships.
You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel.
This position can be 100% remote -or- Hybrid in our beautiful Nashville, TN location and does require up to 30% travel to client meetings & events.
Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
Qualify sales leads based on client needs and with a partnership mentality
Build and manage a pipeline by traveling and calling into various levels of an organization — identifying the right opportunities and handling objections
Close enterprise deals and support identification of sales opportunities with existing clients
Nurture and develop relationships with consultants and industry partners
Communicate pipeline status and potential closed business to company leadership
Represent Wealth Access in front of prospects and at market events
3+ years of full-cycle B2B SaaS sales experience, ideally in FinTech or financial services
Sales quota attainment for enterprise-level deals throughout sales career
Proven outbound motion — not a pure inbound closer
Deep familiarity with the bank and wealth management channel; strong existing relationships are a plus
BA/BS in business, finance, economics, or a related field
Experienced Salesforce user; CRM-disciplined and consistent in pipeline hygiene
Genuine curiosity about banking and financial services; domain expertise is a plus, not a requirement
Coachable, collaborative, and comfortable operating in a high-growth, team-oriented environment
Comfortable with heavy travel as part of the role
Wealth Access offers a competitive total compensation package commensurate with experience, qualifications, and market conditions. This role includes:
Flexible / unlimited PTO
Company-funded HSA
401(k) with company match
Paid downtown Nashville parking
Comprehensive health, dental, and vision benefits
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 connect data & people, empowering financial institutions to See As One & deliver more connected human experiences.
At Wealth Access, we believe intelligence begins with connection. In today’s financial landscape, most institutions are rich in data but poor in clarity. Valuable client information is often scattered across siloed banking, wealth, and trust systems, leaving teams with a fragmented understanding of the people they serve. This lack of visibility doesn't just create operational friction—it prevents institutions from delivering the human-centered experiences modern clients expect. We exist to help financial institutions See As One. Wealth Access is the leading Connected Intelligence Platform built to unify fragmented data into a single, accurate, and actionable view of every relationship across the enterprise. We do the "heavy lifting" of data unification—aggregating and enriching information from across your firm's four walls—so you can fast-track strategic initiatives. By connecting data, people, and purpose, we empower your teams to: -See the Whole Story: Unify books and records with no conversion required, creating a universal client record that provides newfound visibility across all business lines. -Serve with Clarity: Equip advisors with the insights they need to turn every interaction into a moment that matters, moving from transactional tasks to relationship-led service. Grow with Confidence: Identify cross-sell opportunities, increase deposits, and deliver personalized digital experiences that build lasting trust and loyalty. Our platform is system-agnostic and API-based, designed to integrate seamlessly into your existing infrastructure—whether that’s your bank core, trust accounting system, or CRM. With over a decade of expertise and a philosophy rooted in empathy, Wealth Access helps you turn fragmented information into clarity and clarity into possibility. When everything connects, everyone moves forward.
Offices: 222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US
We connect data & people, empowering financial institutions to See As One & deliver more connected human experiences.
At Wealth Access, we believe intelligence begins with connection. In today’s financial landscape, most institutions are rich in data but poor in clarity. Valuable client information is often scattered across siloed banking, wealth, and trust systems, leaving teams with a fragmented understanding of the people they serve. This lack of visibility doesn't just create operational friction—it prevents institutions from delivering the human-centered experiences modern clients expect. We exist to help financial institutions See As One. Wealth Access is the leading Connected Intelligence Platform built to unify fragmented data into a single, accurate, and actionable view of every relationship across the enterprise. We do the "heavy lifting" of data unification—aggregating and enriching information from across your firm's four walls—so you can fast-track strategic initiatives. By connecting data, people, and purpose, we empower your teams to: -See the Whole Story: Unify books and records with no conversion required, creating a universal client record that provides newfound visibility across all business lines. -Serve with Clarity: Equip advisors with the insights they need to turn every interaction into a moment that matters, moving from transactional tasks to relationship-led service. Grow with Confidence: Identify cross-sell opportunities, increase deposits, and deliver personalized digital experiences that build lasting trust and loyalty. Our platform is system-agnostic and API-based, designed to integrate seamlessly into your existing infrastructure—whether that’s your bank core, trust accounting system, or CRM. With over a decade of expertise and a philosophy rooted in empathy, Wealth Access helps you turn fragmented information into clarity and clarity into possibility. When everything connects, everyone moves forward.
Offices: 222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US
