Wealth Access is a leading provider of wealth data technology, empowering financial institutions to centralize and leverage financial data across various services like trust, brokerage, retirement, and banking. Our solutions, including One Wealth, One Bank, One Data, and the Integration Hub, drive growth, create new revenue streams, and enhance digital banking experiences. With a focus on innovation and a community of forward-thinking banking leaders, we are shaping the future of wealth management in today's economic landscape.
Open Positions
Vice President of Client Success
Experienced leader with B2B SaaS or FinTech experience required
Technical Client Support Representative I (TCSR I)
Experience in client support, high-quality communication, and problem-solving skills
Senior UX/UI Engineer (React + JavaScript + MUI + AI Tooling)
7-10 years of experience, advanced JavaScript skills, and experience with React and Material-UI
Business Development Representative
2+ years of experience in prospecting, targeting, and closing deals in financial services; clear and compelling communication skills; ambitious and self-directed; client-focused
Technical Program Manager (TPM)
5+ years of experience, strong understanding of software development lifecycle and Agile methodologies, ability to manage multiple complex projects simultaneously