The Role
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.
Summary Generated by Built In
Executive Assistant to the CEO
Wealth Access • Nashville, TN • Full-Time, In-office
You'll manage the CEO's calendar, inbox, and follow-through. You'll be the first point of contact for people trying to reach the CEO, draft communications in his voice, and make sure commitments are tracked and met.
You'll report directly to the CEO and work closely with the Chief of Staff, who owns cross-functional strategic projects. This role is focused on the CEO's day-to-day operating rhythm rather than company-wide initiatives.
Wealth Access is an equal opportunity employer.
Wealth Access • Nashville, TN • Full-Time, In-office
About Wealth Access
Wealth Access is a Nashville-based fintech platform that unifies financial data across silos for banks, credit unions, and wealth management firms. 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. The Role
You'll keep the CEO focused on client relationships, product strategy, and growth. This is not a traditional administrative role — at our stage, a strong EA materially changes how much the CEO can get done.You'll manage the CEO's calendar, inbox, and follow-through. You'll be the first point of contact for people trying to reach the CEO, draft communications in his voice, and make sure commitments are tracked and met.
You'll report directly to the CEO and work closely with the Chief of Staff, who owns cross-functional strategic projects. This role is focused on the CEO's day-to-day operating rhythm rather than company-wide initiatives.
What You'll Own
- Calendar and inbox management — scheduling, triage, and blocking focus time
- Meeting preparation — agendas, pre-reads, talking points, and post-meeting follow-up tracking
- Travel coordination — logistics, itineraries, and trip prep
- Expenses and corporate card — monthly reconciliation, receipt capture, and coding for the CEO's spend
- Board and investor materials — preparation, distribution, and action item tracking
- Relationship management — CRM hygiene, outreach cadences, and follow-up for key client and partner relationships
- Internal communications — draft updates, coordinate between department heads, and manage company event logistics
- Research — background on prospective partners, competitor activity, and one-off briefs as needed
- Light office management — Costco runs, keeping the office tidy, coordinating office lunches, booking meeting rooms as needed, and helping run company events
Who You Are
- 5+ years supporting a C-suite executive, including direct experience supporting a founder
- Strong writer — you can draft a client email or board update that lands the right way the first time
- High judgment and discretion — you know when to act autonomously and when to flag something
- Trusted with sensitive information — board materials, financials, personnel matters, and investor communications routinely cross your desk
- You see what needs to happen before being asked, and you follow up until it's done
- Highly tech-fluent — comfortable in Outlook, Teams, Slack, HubSpot, and quick to pick up new tools (travel/expense platforms, board portals, docs)
- Fluent with AI tools — the CEO is a heavy AI user, and part of this role is helping channel that productively: capturing outputs, building reliable workflows, and knowing when to pull him back to a simpler approach
- Fintech or financial services exposure is a plus; genuine curiosity about the industry is required
Compensation
Compensation includes a competitive base salary, bonus, 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. Wealth Access is an equal opportunity employer.
Skills Required
- 5+ years supporting a C-suite executive, including direct experience supporting a founder
- Experience managing calendar and inbox triage and blocking focus time
- Meeting preparation skills: agendas, pre-reads, talking points, and post-meeting follow-up tracking
- Travel coordination and itinerary planning experience
- Expense and corporate card reconciliation experience
- Board and investor materials preparation and action-item tracking
- CRM hygiene and relationship management experience
- Strong written communication skills; ability to draft client and board communications in CEO's voice
- High judgment, discretion, and trusted handling of sensitive information
- Highly tech-fluent: comfortable with Outlook, Teams, Slack, HubSpot, board portals, docs, and new tools
- Fluent with AI tools and able to build reliable workflows around AI outputs
- Fintech or financial services exposure
Am I A Good Fit?
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The Company
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.
