Employment Type: Full-timeThe RoleWe’re seeking a strategic and execution-focused VP of Product to lead our product vision and delivery. You’ll own the roadmap, drive adoption, and ensure what we build delivers real value to clients. This role requires close alignment with executive leadership, disciplined communication, and deep engagement with clients and internal teams. You’ll manage and grow a small product team while working closely with Engineering, Client Success, and Sales to shape the future of Wealth Access.What You’ll Do- Lead product strategy and execution across the Wealth Access platform.
- Launch Nora successfully and drive adoption across client segments.
- Drive adoption and enhancement of the Integrations Hub.
- Establish product discovery, roadmap planning, and release processes.
- Set up product analytics and metrics to measure usage and impact.
- Engage directly with clients to validate roadmap and ensure usability.
- Collaborate closely with Engineering to deliver high-quality releases.
- Mentor and develop team members, fostering a culture of accountability and energy.Who You Are- Experienced product leader in B2B SaaS or FinTech, with a track record of shipping impactful products.
- Comfortable owning both strategy and execution, with strong roadmap discipline.
- Skilled in client engagement and translating feedback into product decisions.
- Familiar with data flows, integrations, and enterprise client environments.
- Strong communicator with a bias for action and clarity.
- Culture builder who brings energy, discipline, and collaboration.
- Based in Nashville and committed to an on-site leadership presence.Why Join Wealth Access- Lead product strategy for a high-growth fintech platform.
- Competitive compensation with potential equity participation.
- Comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.Our Values- Lead with Insight
- Put People First
- Win TogetherCompensationCompensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits. The final package will reflect experience, qualifications, and market conditions.
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.
