Company Description
Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking services, announced an enhanced solution that will propel banks and credit unions to reach rare revenue opportunities through Wealth Management.
We are seeking a proven rainmaker to serve as the primary contact, closer, and all-knowing resource in making enterprise sales.
Qualifications
What You Will Be Doing
Why Join Us:
Wealth Access is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
We are a dynamic and rapidly growing Insurance Agency, we are a trailblazer in our industry. As a leading agency in the insurance industry, we have a proven track record of delivering exceptional results and going above and beyond for our valued clients. As we continue...
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