Teams at Wealth Access

Define and drive the product roadmap for a wealth management SaaS platform. Gather and prioritize requirements, lead discovery, translate needs into user stories, collaborate with UX and engineering, manage full product lifecycle, monitor metrics, support sales and client success, and ensure security and regulatory compliance.

Provide high-impact executive support to the CEO: manage calendar and inbox, prepare meetings and board materials, coordinate travel and expenses, maintain CRM and relationship follow-up, draft internal and external communications, conduct research, and handle light office management.

Lead and scale B2B SaaS sales and client success teams to drive predictable revenue growth. Manage pipeline, forecasting, playbooks, onboarding, retention, renewals and expansion. Coach direct reports, build operational discipline, report to executives, collaborate with Product and Marketing, and travel up to 30% for client meetings.