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Wealth Access

Staff Accountant

5 Days Ago
Nashville, TN, USA
Junior
Junior
Fintech • Software
The Staff Accountant will manage daily accounting functions, prepare journal entries, reconcile accounts, and assist with the close processes.
Top Skills: ExcelQuickbooksSage Intacct
Wealth Access Logo
Wealth Access

Account Executive

8 Days Ago
Nashville, TN, USA
Senior level
Senior level
Fintech • Software
As an Account Executive, you will lead enterprise sales for Wealth Access, conducting prospecting, qualifying leads, and nurturing client relationships while collaborating with the team.
Top Skills: Salesforce
Wealth Access Logo
Wealth Access

Project Manager

13 Days Ago
Nashville, TN, USA
Senior level
Senior level
Fintech • Software
The Project Manager will lead an agile team, managing project timelines, expectations, and reporting, while coordinating with stakeholders and cross-functional teams to enhance product development and growth opportunities.
Top Skills: JIRA
Wealth Access Logo
Wealth Access

Client Success Technical Support Rep

22 Days Ago
Nashville, TN, USA
Mid level
Mid level
Fintech • Software
The Client Success Technical Support Rep provides high-level technical support, troubleshooting, and client training while ensuring platform adoption and satisfaction. They serve as a liaison between clients and internal teams to resolve issues efficiently.
Top Skills: DatadogJIRAPostmanSQLZendesk
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