Sales Executive

Executive Assistant to the CEO

Location:

Nashville, TN (In-Office). Full-time.

Company:
Wealth Access, a Nashville-based fintech platform that unifies financial data across silos for banks, credit unions, and wealth management firms.

You will keep the CEO focused on client relationships, product strategy, and growth. This is not a traditional administrative role; you will materially amplify the CEO’s effectiveness.

• Calendar and inbox management – scheduling, triage, blocking focus time.
• Meeting preparation – agendas, pre-reads, talking points, post-meeting follow‑up tracking.
• Travel coordination – logistics, itineraries, trip prep.
• Expenses and corporate card – monthly reconciliation, receipt capture, coding for CEO’s spend.
• Board and investor materials – preparation, distribution, and action item tracking.
• Relationship management – CRM hygiene, outreach cadences, follow‑up for key client and partner relationships.
• Internal communications – draft updates, coordinate between department heads, manage company event logistics.
• Research – background on prospective partners, competitor activity, one‑off briefs as needed.
• Light office management – office supplies, lunches, meeting room booking, event support.

• 5+ years supporting a C‑suite executive, including direct experience supporting a founder.
• Strong writer – can draft client email or board update that lands the way the first time.
• High judgment and discretion – act autonomously when appropriate, flag issues when needed.
• Trusted with sensitive information – board materials, financials, personnel matters, investor communications.
• Proactive – see what needs to happen before being asked, follow up until completion.
• Tech fluent – comfortable in Outlook, Teams, Slack, Hub Spot, and quick to learn new tools.
• Fluent with AI tools – help the CEO use AI productively, build workflows.
• Fintech or financial services exposure is a plus; genuine curiosity about the industry is required.

Competitive base salary, bonus, comprehensive benefits: flexible PTO, company‑funded HSA, 401(k) with match, paid downtown Nashville parking.

Wealth Access is an equal opportunity employer.