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COO / CFO

COO / CFO

Wealth AccessNashville, TN, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Chief Operating Officer / Chief Financial Officer (COO / CFO) Location :

  • Nashville, TN (On-site) Employment Type : Full-time The Role We’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.
  • Who You Are 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.
  • Why Join Wealth Access 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.
  • Our Values Lead with Insight Put People First Win Together Compensation Compensation 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.   About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
  • Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data.
  • Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise.
  • This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments.
  • Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
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