Wealth Access

Vice President of Engineering Nashville, TN (Preferred) | Remote (U.S.) | Full-Time | Reports to CTOThe Role Wealth Access is hiring a Vice President of Engineering to lead engineering execution across our application platform, data pipelines, reliability, and AI-enabled product initiatives. You’ll report to the CTO and own delivery, people management, and organizational structure across a .NET/C#, Python, SQL Server, AWS, and React stack that serves some of the largest banks and wealth management firms in the country. If you want to inherit a finished org, this isn’t the role. If you want to build one, it is. You’re energized by moving fast, making hard calls, and seeing your impact immediately. This is an execution-focused leadership role. You’ll partner closely with the CTO on technical direction and platform modernization while owning engineering operating cadence, cross-team delivery, and execution accountability across the full engineering organization. Our team has grown from 2 to 20 engineers in two years across Platform, UX, and SRE, and we expect to grow another 50% over the next 12 to 18 months. The management layer, delivery systems, and engineering culture are being built right now — not inherited from someone else. Wealth Access is a connected intelligence platform that integrates data from 50+ financial source systems into a unified client record, powering wealth management, digital banking, analytics, and AI-driven advisor experiences for leading financial institutions. We’re actively shipping an AI intelligence layer built on AWS Bedrock, and the engineering team needs a dedicated leader who can translate ambition into disciplined execution.What You’ll Do Engineering Leadership & Execution - Own engineering execution across backend, frontend, data pipeline, platform, and reliability workstreams — setting commitments, managing dependencies, and ensuring predictable, high-quality releases - Partner with Product, Program Management, and engineering leaders to manage trade-offs, sequencing, and client-facing delivery timelines - Establish delivery cadence metrics — velocity, cycle time, release frequency — and use them to continuously improve throughput and accountability - Serve as the primary execution leader for engineering, ensuring risks are surfaced early and teams stay aligned on priorities People Leadership & Organizational Scaling - Directly manage engineering managers, team leads, staff engineers, and senior technical leaders across the organization - Strengthen the management layer through coaching, performance management, and clear expectations for leadership effectiveness - Lead hiring and org design as the company grows — adding management depth where it creates leverage without creating bureaucracy - Foster a culture of ownership, urgency, quality, and continuous improvement where engineers take pride in what they ship Technical Partnership - Partner with the CTO on technical strategy, modernization priorities, and architectural execution - Bring enough technical depth to evaluate plans, challenge weak assumptions, and guide teams toward sound decisions - Reinforce strong engineering practices across code review, testing, CI/CD, release readiness, and technical debt management AI Enablement - Champion the adoption of AI-assisted development practices across engineering — evaluating tools, setting guardrails for AI-generated code in a regulated environment, and coaching engineers on effective, responsible use - Measure productivity impact from AI tooling and drive continuous improvement in how teams leverage these capabilities - Partner with the CTO to ensure the engineering organization is equipped to support AI-enabled product development as that area expands Cross-Functional Leadership - Represent engineering in executive planning and client-facing conversations where engineering commitments are business commitments - Partner with Client Success, Implementations, and Product to align engineering capacity with delivery realities and business priorities Who You Are Must-Have - 8+ years of software engineering experience, including meaningful experience leading engineering teams through managers in a B2B SaaS environment - Comfortable operating in ambiguity and building systems where none exist yet — you’ve scaled a team through a growth inflection, not inherited a mature org - Proven success leading multi-team engineering execution across multiple concurrent workstreams, with a track record of improving delivery predictability and scaling organizations through growth - Deep technical proficiency across our core stack — .NET/C#, Python, SQL Server, AWS, and React. You’ve built and scaled production systems on this stack, can review code across the full stack, and can challenge technical decisions with credibility - Demonstrated experience with AI-assisted software development tools and practices — you’ve used tools like GitHub Copilot, Claude, or Cursor to ship software and can coach a team on effective, responsible adoption - Strong people leadership skills — hiring, coaching, performance management, and developing engineers into technical leaders - Clear communicator who translates engineering complexity into concrete plans, risks, and decisions for non-technical stakeholders Strong Preference - Experience with enterprise B2B SaaS platforms involving data integration, ETL/ELT pipelines, or complex system interoperability - Experience in financial services, fintech, wealthtech, banking technology, or another regulated industry - Familiarity with AI-enabled product development, including LLM-powered features, RAG architectures, or vector search in production environments - Nashville-based or willing to relocate is preferred — right person matters more than zip code, but all things equal we’ll take the Nashville candidate every time Why Join Wealth Access At Wealth Access, 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.Compensation Compensation includes a competitive base salary, performance-based bonus, and equity participation, 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.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. 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.

Senior UX/UI Engineer (React + JavaScript + MUI + AI Tooling) Nashville, TN or Remote Full Time Senior Level The Role We’re seeking a Senior UX/UI Engineer to lead front-end development and drive user experience innovation across our product suite. You’ll combine deep technical expertise with a strong eye for design to deliver elegant, responsive, and accessible user interfaces. This role also includes introducing and scaling AI-driven tooling into our design and development workflows—leveraging automation, personalization, and intelligent UX to create next-generation financial experiences. What You’ll Do - Design and implement scalable, reusable UI components and frameworks - Translate product requirements into intuitive, user-centered interfaces - Incorporate AI-powered tooling to accelerate workflows, enhance accessibility, and personalize experiences - Ensure performance, responsiveness, and accessibility across web applications - Partner with back-end engineers to integrate APIs and deliver data-rich applications - Establish and champion best practices for UI development, code quality, and testing - Mentor junior engineers and provide technical leadership - Contribute to architectural decisions and product strategy Who You Are - 7–10 years of front-end or full-stack development experience with a strong UX/UI focus - Advanced proficiency in JavaScript (ES6+), React, and Material-UI (MUI) - Proven experience building responsive, cross-browser, and mobile-first applications - Deep understanding of design systems, accessibility (WCAG), and usability best practices - Familiarity with AI tooling for development/design workflows (e.g., GitHub Copilot, Figma AI, generative libraries) - Strong background with Git and agile methodologies - Experience mentoring engineers and guiding technical decisions - Excellent problem-solving, communication, and collaboration skills Preferred Qualifications - Experience with TypeScript and testing frameworks - Familiarity with design tools such as Figma or Sketch - Background in fintech or building data-heavy applications Why Join Wealth Access - Lead impactful projects shaping the digital experiences of financial advisors and clients - Collaborate in a growth-focused environment with influence on technology and product direction - Competitive salary and comprehensive benefits - Flexible work arrangements, including remote options Our Values - Lead with Insight - Put People First - Win Together Compensation Compensation includes a competitive base salary and 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.

Role Description We’re seeking a Technical Client Support Representative I (TCSR I) to serve as the front line of our client support experience. In this role, you’ll manage incoming technical requests through Zendesk, ensuring issues are clearly understood, well-documented, and efficiently routed to the right internal teams. You’ll play a key role in connecting client-reported issues to internal execution, translating client needs into actionable insights for Engineering and Operations. By maintaining high-quality ticket documentation and strong cross-team coordination, you help drive faster resolutions and a more seamless client experience. This is a great opportunity for someone who enjoys solving problems, bringing structure to complex information, and contributing to a high-performing, client-focused team. What You'll Do - Client Support & Ticket Management - Monitor and respond to client support requests submitted through Zendesk - Review incoming tickets to understand and assess reported issues - Gather additional information from clients as needed to ensure clarity - Maintain well-documented tickets with clear descriptions and supporting details - Issue Escalation - Escalate technical issues to the appropriate internal teams when needed - Create Jira tickets for issues requiring engineering review - Ensure escalated tickets clearly capture the issue, context, and client impact - Cross-Team Coordination - Partner with Client Success and Engineering teams to track and resolve open issues - Provide timely updates within Zendesk as issues progress - Help drive tickets through the resolution process efficiently - Documentation - Identify and document recurring client issues and support processes - Contribute to internal knowledge resources to improve team efficiency and consistency Qualifications - Experienced in client support, help desk, or a similar customer-facing role, with a strong focus on delivering a high-quality client experience - Comfortable working with ticketing systems such as Zendesk, Jira, Confluence, or similar platforms - A clear communicator who can translate client-reported issues into well-structured, actionable information - Highly organized and detail-oriented, with the ability to manage multiple requests and priorities simultaneously - Proactive and resourceful, with a problem-solving mindset and a willingness to dig in to understand issues - Collaborative by nature, able to work effectively across Client Success, Engineering, and Operations teams - Curious and eager to learn, especially within a technology or fintech environment Benefits - Competitive base salary - Performance-based bonus - Equity participation - Flexible PTO - Company-funded HSA - 401(k) with match - Paid downtown Nashville parking