Wealth Access
3 jobs
last month
Enterprise Account Executive
RemoteNorth America
United States
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound…
account-executive analytics crm fintech lead-generation +2 skills
last month
Product Manager
HybridNorth America
United States
The Role: The Product Manager at Wealth Access is responsible for defining, developing, and driving the roadmap for our wealth management technology platform. This role works closely with clients, internal…
acceptance-criteria agile analytics azure azure-devops +6 skills
2 months ago
Head of Sales & Client Success
North AmericaC-level
United States
Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build, lead, and scale our client-facing revenue group. This person will be responsible for managing a team of B2B Software…
analytics crm hubspot performance-management pipeline-management +1 skills