THE ROLE

We’re looking for a proven operator and financial leader to join our executive team as COO/CFO. In this role, you’ll own the operating rhythm and financial foundation that enable Wealth Access to scale. You’ll lead Finance, Operations, and Legal while ensuring alignment across GTM, Product, and Engineering. This is a hands-on leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with operational discipline.

WHAT YOU’LL DO

• Lead Operational Excellence: Establish and manage the company’s operating rhythm, ensuring alignment across all functions to deliver on strategic objectives.
• Own Financial Stewardship: Oversee financial planning, reporting, and compliance to maintain a strong foundation for growth.
• Scale the Organization: Build processes, systems, and a high-performing team to support rapid expansion and operational efficiency.
• Drive Cross-Functional Alignment: Partner closely with Product, Engineering, and GTM leaders to ensure seamless execution and customer impact.
• Enable Growth: Optimize business operations and resource allocation to accelerate revenue and enhance client outcomes.
• Champion Culture and Leadership: Foster a collaborative, accountable, and innovative environment that attracts and retains top talent.