Product Manager

3–7 years of experience in product management within SaaS, fintech, financial services, or related technology sectors.

Proven ability to gather requirements, prioritize features, and manage complex product backlogs.

Demonstrated success managing product lifecycles from concept to launch in an Agile development environment.

Experience collaborating with cross-functional teams including engineering, UX/UI, sales, client success, and executive leadership.

High level of organization, attention to detail, and a customer-first mindset.

Background working directly with clients or enterprise stakeholders to gather feedback, validate requirements, and drive adoption.

Compensation includes a competitive base salary, equity participation, and 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.

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 stakeholders, and cross-functional teams—including engineering, design, sales, and client success—to deliver innovative solutions that enhance advisor efficiency, improve client engagement, and strengthen data connectivity across financial institutions.

The Product Manager ensures alignment between business goals and product execution, translating market needs into high-quality product features that support Wealth Access’ continued growth and industry leadership.