Wealth Access Jobs Hiring Now
Wealth Access is hiring for 5 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and Full-stack engineering. Migrate Mate updates Wealth Access's live openings daily. Wealth Access is a wealth management technology company that provides data aggregation and reporting software for financial advisors and institutions.
Find Wealth Access JobsOverview
Wealth Access hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 5
- Top team
- Account Management
- Seniority
- Manager level or above
- Work type
- 20% remote or hybrid
- Top location
- Nashville
Open Roles at Wealth Access
Showing 5 of 5+ Wealth Access jobs
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, and cross-functional teams—including engineering, design, sales, and client success—to deliver innovative solutions that enhance advisor efficiency, improve client engagement, and strengthen data connectivity across financial institutions. The Product Manager ensures alignment between business goals and product execution, translating market needs into high-quality product features that support Wealth Access’ continued growth and industry leadership.
This position is a Hybrid role based in Nashville, TN.
What You'll Own:
- Develop and maintain a clear product roadmap aligned with company strategy, customer needs, and market trends.
- Gather, analyze, and prioritize product requirements from clients, stakeholders, and internal teams.
- Lead discovery activities such as customer interviews, workflow analysis, and competitive research.
- Translate business needs into detailed user stories, acceptance criteria, and functional requirements for engineering teams.
- Collaborate with UX/UI designers to create intuitive, client-centric product experiences.
- Work closely with engineering to ensure timely delivery of high-quality features and enhancements.
- Manage the full product lifecycle—from ideation and planning to launch, adoption, and iteration.
- Monitor key product performance metrics and use data insights to guide decision-making.
- Partner with Client Success and Sales to support product enablement, demos, documentation, and training.
- Serve as a subject matter expert for Wealth Access’ platform capabilities and industry-specific workflows.
- Ensure products comply with relevant security, data integrity, and regulatory standards.
- Communicate product strategy, updates, and priorities to internal stakeholders and leadership.
Who You Are:
- 3–7 years of experience in product management within SaaS, fintech, financial services, or related technology sectors.
- Proven ability to gather requirements, prioritize features, and manage complex product backlogs.
- Experience working with Agile methodologies and tools such as Jira, Azure DevOps, or similar.
- Demonstrated success managing product lifecycles from concept to launch in an Agile development environment.
- Excellent communication skills, with the ability to translate technical concepts into business value.
- Experience collaborating with cross-functional teams including engineering, UX/UI, sales, client success, and executive leadership.
- High level of organization, attention to detail, and a customer-first mindset.
- Background working directly with clients or enterprise stakeholders to gather feedback, validate requirements, and drive adoption.
- Demonstrated ability to manage multiple projects simultaneously in a fast-paced environment.
- Bachelor’s degree in Business, Computer Science, Information Systems, Finance, or a related field.
- Experience working with wealth management platforms, data aggregation systems, or financial institution software is strongly preferred.
Physical Demands and Work Environment:
- Work is performed in an office setting in downtown Nashville, TN
- Regularly use hands to type, handle, or feel.
- Required to use close vision, distance vision, color vision, peripheral vision, depth perception and can focus.
- Must have clear, easy-to-understand oral communication ability.
- Ability to sit for prolonged periods.
- The ability to travel overnight as required.
Compensation & Benefits
Compensation includes a competitive base salary, equity participation, and 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.
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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, and cross-functional teams—including engineering, design, sales, and client success—to deliver innovative solutions that enhance advisor efficiency, improve client engagement, and strengthen data connectivity across financial institutions. The Product Manager ensures alignment between business goals and product execution, translating market needs into high-quality product features that support Wealth Access’ continued growth and industry leadership.
This position is a Hybrid role based in Nashville, TN.
What You'll Own:
- Develop and maintain a clear product roadmap aligned with company strategy, customer needs, and market trends.
- Gather, analyze, and prioritize product requirements from clients, stakeholders, and internal teams.
- Lead discovery activities such as customer interviews, workflow analysis, and competitive research.
- Translate business needs into detailed user stories, acceptance criteria, and functional requirements for engineering teams.
- Collaborate with UX/UI designers to create intuitive, client-centric product experiences.
- Work closely with engineering to ensure timely delivery of high-quality features and enhancements.
- Manage the full product lifecycle—from ideation and planning to launch, adoption, and iteration.
- Monitor key product performance metrics and use data insights to guide decision-making.
- Partner with Client Success and Sales to support product enablement, demos, documentation, and training.
- Serve as a subject matter expert for Wealth Access’ platform capabilities and industry-specific workflows.
- Ensure products comply with relevant security, data integrity, and regulatory standards.
- Communicate product strategy, updates, and priorities to internal stakeholders and leadership.
Who You Are:
- 3–7 years of experience in product management within SaaS, fintech, financial services, or related technology sectors.
- Proven ability to gather requirements, prioritize features, and manage complex product backlogs.
- Experience working with Agile methodologies and tools such as Jira, Azure DevOps, or similar.
- Demonstrated success managing product lifecycles from concept to launch in an Agile development environment.
- Excellent communication skills, with the ability to translate technical concepts into business value.
- Experience collaborating with cross-functional teams including engineering, UX/UI, sales, client success, and executive leadership.
- High level of organization, attention to detail, and a customer-first mindset.
- Background working directly with clients or enterprise stakeholders to gather feedback, validate requirements, and drive adoption.
- Demonstrated ability to manage multiple projects simultaneously in a fast-paced environment.
- Bachelor’s degree in Business, Computer Science, Information Systems, Finance, or a related field.
- Experience working with wealth management platforms, data aggregation systems, or financial institution software is strongly preferred.
Physical Demands and Work Environment:
- Work is performed in an office setting in downtown Nashville, TN
- Regularly use hands to type, handle, or feel.
- Required to use close vision, distance vision, color vision, peripheral vision, depth perception and can focus.
- Must have clear, easy-to-understand oral communication ability.
- Ability to sit for prolonged periods.
- The ability to travel overnight as required.
Compensation & Benefits
Compensation includes a competitive base salary, equity participation, and 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.
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Job Roles at Wealth Access
Working at Wealth Access
Wealth Access's 5 open roles are manager level or above, and about 20% are remote or hybrid. The most active teams are account management, Full-stack engineering, and business development. Wealth Access builds data aggregation and reporting technology for financial advisors and wealth management firms, enabling advisors to consolidate client financial data across accounts and institutions. The company serves the financial services sector with software tools focused on portfolio reporting and client engagement. Most Wealth Access roles are based in Nashville and Remote.
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Browse jobs by roleWealth Access Jobs: Frequently Asked Questions
How many jobs is Wealth Access hiring for right now?
Wealth Access is hiring for 5 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and Full-stack engineering. Roles span engineering, product, sales, and administrative functions across both on-site and remote arrangements. Migrate Mate refreshes Wealth Access's listings automatically so the count reflects only current openings.
What kinds of roles does Wealth Access hire for?
The most active teams are account management, Full-stack engineering, and business development. Wealth Access hires across software engineering, product management, sales, and executive support functions. Current openings include director and manager-level technical leadership positions, individual contributor sales roles, and administrative staff. Most postings are manager level or above, reflecting the company's focus on experienced professionals in fintech and SaaS environments.
Are Wealth Access jobs remote or in-person?
A mix of remote and on-site. About 20% of Wealth Access's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Nashville. Each Wealth Access listing shows its work location so you can filter before applying.
How do I apply to a job at Wealth Access?
Find a Wealth Access role on Migrate Mate, then follow the listing through to Wealth Access's own application portal. Wealth Access manages its own hiring process, including screening and interviews. Migrate Mate does not accept applications directly; it connects job seekers to the company's official postings so they can apply through Wealth Access's own channels.
Does Wealth Access hire entry-level?
Most of Wealth Access's open roles on Migrate Mate are manager level or above as of July 16, 2026. Entry-level openings are limited. Check individual Wealth Access listings for stated experience requirements.
Where is Wealth Access hiring?
Most Wealth Access roles are based in Nashville and Remote, and about 20% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.