Employment Type: Full-timeThe RoleWe’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
Top Skills
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
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