Vice President of Client Success
Wealth Access
About this role
Wealth Access is seeking a VP of Client Success to lead and transform their client engagement strategies. This high-level leadership role involves managing key relationships, driving client outcomes, and developing the broader client success team within a growing fintech environment.
Skills
About Wealth Access
wealthaccess.comWealth Access is a connected intelligence platform that unifies fragmented data from banking, trust, brokerage, and retirement systems to create a single source of truth for U.S. community and regional banks and wealth management firms. Using a proprietary Universal ETL framework and an API‑first architecture, the platform overlays existing legacy systems to ingest, enrich, and normalize data in real time without risky core conversions. Wealth Access organizes permissioned, AI‑ready data to power compliant, explainable AI initiatives and to surface insights that boost advisor productivity and client engagement. Its intelligence layer is built for institutional stakeholders rather than direct‑to‑consumer use.
About Wealth Access
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Wealth Access.
Salary
$130k – $160k
per year