Advisor360°

Software Automation Engineer II Location: Needham, Massachusetts Employment Type: Full-time Work Arrangement: Hybrid (3 days per week onsite) Salary: $86,000–$98,000 per year, plus bonus and equity Description At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We're a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what's possible in wealth management. As we grow, we're looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters. Advisor360° is hiring a Software Automation Engineer III to build and test shared services and tools, drive operational excellence, and automate systems in our hybrid-cloud environment. This role requires balancing tactical automation solutions with strategic implementation, from developing scripts to resolve customer-impacting issues to creating sustainable automation frameworks for long-term initiatives. Here's What You'll Do: - Work collaboratively with cross-functional stakeholders employing a "shift left" mentality. - Interpret requirements documentation to create comprehensive test plans. - Ensure adequate test coverage within product areas. - Perform investigative and negative testing to find application limits. - Develop a solid understanding of the team's domain area and assist with requirement refinement. - Automate manual test cases. - Work within software engineering teams to ensure product quality. - Lead troubleshooting and issue resolution activities. - Document discrepancies using defect tracking tools. - Engage in software release activities. - Create and maintain regression test suites. - Debug issues from failed daily automation executions. - Analyze business requirements to create effective test plans. - Collaborate with engineers to develop reliable, efficient automation tests. What You Bring to the Table: - 4+ years of software quality assurance experience. - Knowledge of software engineering testing best practices. - Analytical approach to troubleshooting. - Ability to work and communicate effectively across disciplines and teams. - Strong programming experience in Python with Playwright and Selenium. - Understanding of code architecture best practices such as reusability, maintainability, scalability, and abstraction. - Experience and understanding of source control (BitBucket/GitHub). - Experience working with REST APIs and tools such as Swagger and Postman. - Experience with Azure. - Experience with SQL and relational databases and the ability to analyze data. - Knowledge of Continuous Integration/Continuous Delivery concepts. - Ability to thrive in fast-paced, dynamic environments while prioritizing and delivering results. Why You'll Love Working Here: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the opportunity to share in the equity value created during your time with the company. Benefits include: - Annual performance-based bonus. - Equity. - Medical, dental, life, and disability insurance. - Unlimited paid time off. Advisor360° is an Equal Opportunity Employer committed to building a diverse and inclusive workforce where everyone is encouraged to bring their authentic selves to work. The estimated base salary range for this position is $86,000–$98,000, plus bonus and equity. Compensation may vary based on experience, skills, qualifications, and current market data. Advisor360° is unable to sponsor or transfer employment visas for this position. Applicants must be permanently authorized to work for any employer in the United States. Advisor360° will communicate only from an @advisor360.com email address and will never request payment or banking information during the hiring process. Applicants with questions regarding the application process may contact hr@advisor360.com.

Role Description You're not just designing screens — you're defining how humans and AI systems work together in one of the most high-stakes industries in the world. This role sits at the intersection of product design, AI behavior design, and design system engineering, and it's built for someone who wants to set the standard for what agentic UX looks like in financial services. You'll be embedded with a product team building the conversational intelligence layer for Advisor360°'s platform — the AI assistant that advisors and their clients use to get things done. You're not downstream of decisions; you're in the room where the experience is defined, shaping what the product does before engineering picks it up. Here’s What You’ll Do: - Own the experience definition for your product team — determine how advisors and clients interact with the platform, from AI message rendering to multi-modal response containers, before a single pixel is handed off. - Define how the AI assistant participates as a UX actor — design the visual and behavioral patterns that distinguish AI messages from human ones, surface tool execution in-thread, and handle streaming responses gracefully. - Design for three participants — advisor, client, and AI — each with distinct information needs, permission levels, and interaction patterns, including intent previews, confidence indicators, and progressive disclosure in chat. - Build and maintain a design system built for agent consumption — semantic naming conventions, design token architecture, Auto Layout for responsive intent, and CLAUDE.md-encoded instructions that make the system executable by AI agents. - Create predictability within uncertainty — establish structural consistency in tone, format, and response shape so users can build a mental model they trust even when AI output varies. - Prototype fast and evaluate running builds — use Claude Code, Figma MCP, or equivalent AI tools to go from concept to testable artifact without waiting for engineering, then validate on functional prototypes rather than static mockups. - Champion accessibility from the ground up — encode WCAG AA compliance into the token architecture by default, and own the UX-side of AI content distinguishability for regulatory purposes. - Stay one sprint upstream — the next feature's UX is defined and approved before the current one ships, keeping the PM and Tech Lead unblocked and aligned. Qualifications - 5+ years of product design experience, with a portfolio that demonstrates systems thinking alongside strong visual and interaction craft. - Demonstrated experience designing for AI or ML-driven products — you understand non-deterministic systems and have designed correction and redirection affordances before. - Deep hands-on fluency with Figma, including component architecture, design variables/tokens, and Auto Layout. - Experience building or contributing to a shared design system, including governance, documentation, and cross-team adoption. - Ability to prototype in code or with AI-assisted tools — you don't wait for engineering to test a concept. - Strong product instincts — you can evaluate a plan's UX implications in a technical review, not just in a design critique. Requirements - Experience designing conversational UI or chat-based interfaces, particularly in enterprise or regulated industries. - Familiarity with WCAG AA standards and designing for accessibility at the system level. - Exposure to financial services, wealthtech, or other compliance-sensitive product environments. - Experience authoring structured AI-readable documentation (CLAUDE.md, prompt-based design governance, or equivalent). Benefits - Competitive base salaries and annual performance-based bonuses. - Equity value sharing with colleagues. - Comprehensive health benefits, including dental, life, and disability insurance. - Unlimited paid time off program. Company Description Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines. The estimated base salary range for this position is $180,000 – $200,000 + bonus & equity.

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role can be remote or hybrid onsite 3 days a week in our Needham, MA location. As our go-to-market team continues to grow, we’re looking for ambitious, high-energy Business Development Representatives (BDRs) to help introduce Advisor360°’s platform to new prospects and build pipeline across our suite of offerings. Here’s what you’ll do: - Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Advisor360°’s platform. - Educate prospects on the value of modern wealth management technology, including advisor efficiency, operational scalability, and improved client experiences. - Qualify inbound and outbound leads and schedule meetings for the Account Executive team. - Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms. - Use a consultative approach to uncover pain points related to advisor workflows, data fragmentation, compliance, reporting, and firm growth. - Partner closely with sales, product, and marketing teams to refine messaging and target ideal customer profiles. - Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (e.g., HubSpot). - Serve as an ambassador for Advisor360°, representing our mission, values, and innovation in every interaction. What You Bring to the Table: - 1+ years of experience in sales, business development, or lead generation (SaaS, FinTech, or AI experience preferred). - Strong interest in AI, emerging technology, and how it can transform advisor and client experiences. - Excellent communication and interpersonal skills with the ability to clearly articulate value. - A highly motivated, self-starter mindset with a desire to exceed goals in a fast-paced environment. - Comfort handling objections and engaging senior-level stakeholders. - Experience with sales tools such as Salesforce, Outreach, ZoomInfo, or similar platforms is a plus. Why You’ll Love Working Here: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $60,000 + commission & equity. Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact Advisor360 at hr@advisor360.com

• Automate and manage data infrastructure using Terraform (Azure SQL, Postgres, ADF, Databricks) • Configure secure networking with Private Endpoints and VNET integrations • Build and maintain CI/CD pipelines for database schemas, Data Factory pipelines, and Databricks notebooks using GitHub Actions • Monitor platform health using Azure Monitor and Dynatrace, and set up alerts proactively • Implement secure access using Azure Managed Identities and Key Vaults • Partner with Data & Analytics teams to optimize platform performance, cost, and scalability

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role can be remote or hybrid onsite 3 days a week in our Needham, MA location. The VP of Corporate Development will be a key strategic leader at Advisor360°, responsible for driving inorganic growth through acquisitions, partnerships, and strategic investments. This role will sit at the intersection of strategy, finance, and execution - shaping how we expand our platform, enter new markets, and accelerate innovation in the wealthtech space. You’ll work closely with the CEO, COO/CFO, and executive team to evaluate opportunities, structure deals, and integrate new businesses and technologies into Advisor360°. The ideal candidate combines deep transaction experience with strategic thinking and the ability to execute in a high-growth, fast-paced environment. Here’s What You’ll Do: - Lead Advisor360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments. - Partner with the executive team to define long-term growth priorities and assess external opportunities that align with our vision and financial goals. - Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment. - Drive end-to-end transaction execution, including due diligence, deal structuring, negotiation, and integration planning. - Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealthtech ecosystem. - Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships. - Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions. - Represent Advisor360° at industry events and in external discussions with potential partners, investors, and acquisition targets. What You Bring to the Table: - 12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting, with significant exposure to SaaS, fintech, or wealth management. - Proven track record of leading and executing M&A transactions and strategic partnerships from sourcing to integration. - Strong financial modeling, valuation, and deal-structuring skills. - Exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies. - Executive presence and credibility, with strong influencing and negotiation skills. - Excellent collaboration skills with experience working cross-functionally with executive teams and boards. - A strategic thinker who is also hands-on and able to dive into details to drive outcomes. - Experience in high-growth or private equity-backed companies is strongly preferred. Why You’ll Love Working Here: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $249,153 - $300,000 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact Advisor360 at hr@advisor360.com

• Recruit, manage, and mentor a high-performing team of Sales Engineers • Collaborate with the Head of Solutions to develop and implement process frameworks • Drive the strategy and implementation of technology enhancements, tools, and training • Oversee collaboration with Account Executives to lead discovery conversations and identify client needs • Ensure high-impact, customized product demonstrations to various audiences • Provide senior oversight for translating complex client requirements into solution configurations • Act as a senior liaison with Product, Engineering, and Client Solutions teams • Direct contribution to high-quality Request for Proposal (RFP) responses and solution documentation • Serve as the subject matter expert on the platform's capabilities • Maintain understanding of competitive landscape, industry trends, and client workflows

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role is remote or hybrid, requiring three days per week onsite in our Needham, MA headquarters. We are seeking a Principal Solutions Specialist (SME) – Advisor & Client Experience (RIA) to bring deep expertise in advisor workflows, client engagement, and digital client experience within the RIA ecosystem. This role is ideal for someone who has worked closely with financial advisors, client service teams, and CRM platforms, and understands how advisors manage relationships, deliver advice, and engage clients across the full lifecycle. As a subject matter expert, you will help shape how Advisor360° enables advisors to build stronger relationships, deliver personalized advice, and create a seamless client experience—while reducing the operational and technological burden that often gets in the way. Here’s What You’ll Do: - Serve as a subject matter expert on advisor workflows and client experience within RIAs, including client onboarding, relationship management, and ongoing client engagement. - Partner with the Field CTO and client-facing teams to support strategic client conversations focused on advisor productivity, client experience, and workflow optimization. - Bring real-world experience working with financial advisors and client service teams to inform how Advisor360° evolves its advisor and client experience capabilities. - Help translate advisor needs and workflows into platform capabilities and solution designs that enhance productivity and client outcomes. - Provide expertise on CRM systems, advisor workflows, and client lifecycle management, including onboarding, service, and ongoing engagement. - Contribute to the design and evolution of client portals, digital experiences, and advisor tools that improve how advisors interact with clients. - Collaborate with product and engineering teams to shape features that support advisor efficiency, personalization, and client communication. - Help define and promote best practices for advisor workflows, client engagement, and service models across RIAs. - Participate in client workshops and discovery sessions to understand how firms structure advisor teams, client service models, and engagement strategies. - Provide thought leadership on how advisor roles are evolving, including the increasing importance of relationship management, holistic advice, and client experience. What You Bring to the Table: - 7–12+ years of experience in the RIA, wealth management, or advisor platform ecosystem, with a focus on advisor workflows, client service, or client experience. - Hands-on experience working with financial advisors and client service teams, with a deep understanding of how advisors manage client relationships. - Experience with CRM platforms and advisor workflow tools, and how they support client lifecycle management. - Strong understanding of client onboarding, service workflows, and ongoing advisor-client engagement models. - Familiarity with client portals, digital experiences, and advisor-facing tools used to support client relationships. - Understanding of how RIAs deliver holistic advice and personalized client experiences across planning, investing, and reporting. - Ability to translate advisor workflows and client experience needs into technology requirements and platform capabilities. - Strong communication skills with the ability to engage both technical teams and business stakeholders. - A consultative mindset with the ability to influence client strategy, solution design, and platform adoption. - Interest in shaping the future of advisor experience in a fintech environment, helping advisors focus more on relationships and less on managing technology. Why You’ll Love Working Here: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $176,000-190,274 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters. We are seeking a Principal Solutions Specialist (SME) – Data & Reporting (RIA) to bring deep expertise in performance reporting, data management, and client reporting workflows within the RIA ecosystem. This role is ideal for someone who has built their career in RIA operations, performance reporting, or data management, with hands-on experience using platforms such as Addepar, Tamarac, Orion, or Black Diamond. As a subject matter expert, you will help bridge the gap between how RIAs manage data and reporting today and how modern platforms can simplify, scale, and elevate those capabilities. Working closely with our Field CTO, client-facing teams, product, and engineering, you will play a key role in shaping both client solutions and the evolution of Advisor360°’s data and reporting capabilities. Here’s What You’ll Do: - Serve as a subject matter expert on RIA data and reporting workflows, including performance reporting, client reporting deliverables, and the operational processes that support them. - Bring hands-on experience from platforms such as Addepar, Tamarac, Orion, and Black Diamond to inform how Advisor360° evolves its reporting and data capabilities. - Partner with the Field CTO and client-facing teams to support strategic client engagements, solution design, and platform discussions related to reporting and data workflows. - Help bridge the gap between RIA operational reporting processes and platform capabilities, translating real-world workflows into scalable solutions. - Provide guidance on data aggregation, reconciliation, and data quality management, ensuring reporting accuracy across portfolios, households, and client accounts. - Apply experience working with custodial data feeds and integrations (e.g., Schwab, Fidelity, Pershing) to ensure data integrity across sources. - Collaborate with product and engineering teams to translate reporting requirements into product insights that shape platform innovation. - Provide expertise in building and maintaining reporting templates, dashboards, and custom client reports, enabling firms to deliver high-quality reporting experiences. - Define and promote best practices for performance reporting, household-level reporting, and client reporting workflows. - Participate in client workshops, discovery sessions, and solution design discussions focused on data architecture and reporting needs. What You Bring to the Table: - 7–12+ years of experience in the RIA, wealth management, or investment operations ecosystem, focused on reporting, performance reporting, or data management. - Hands-on experience with RIA reporting platforms such as Addepar, Tamarac, Orion, or Black Diamond. - Strong understanding of performance reporting methodologies, including time-weighted returns (TWR), money-weighted returns (IRR), and household-level reporting. - Experience with data reconciliation processes, ensuring accuracy across custodians, portfolio accounting systems, and reporting platforms. - Familiarity with custodial integrations and data feeds from providers such as Schwab, Fidelity, and Pershing. - Experience with data aggregation, normalization, and transformation processes supporting reporting accuracy. - Proven ability to build custom reports, dashboards, and client-facing reporting outputs. - Strong understanding of how RIAs use reporting to support client communication, transparency, and portfolio insights. - Ability to translate operational workflows into product requirements and platform capabilities. - Strong communication skills with the ability to engage both technical teams and RIA operational stakeholders. Why You’ll Love Working Here: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $ 176,000-190,274 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

• Serve as a technical and business contact during onboarding, collaborating internally and with client stakeholders. • Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements. • Guide clients through data migration, platform configuration, and integrations into enterprise ecosystems. • Help develop solution architecture for onboarding clients, balancing business objectives, compliance standards, and operational efficiency. • Ensure solutions follow best practices in security, scalability, performance, and risk management. • Partner with peers to validate solution feasibility and set realistic expectations with clients. • Shape Advisor360’s onboarding methodology to scale effectively across clients. • Drive client adoption and early measurable value realization during onboarding. • Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success. • Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution. • Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

In this role you will own the technical architecture and engineering leadership for a product within an AI-native product line at Advisor360°, a leading enterprise wealthtech platform. You’ll lead the engineering side of a 5-person autonomous team, taking full ownership of architecture, quality, and technical decision-making. This is a true player-coach role where you not only design and build critical parts of the system, but more importantly elevate the effectiveness of both your team and AI agents through the systems and patterns you create. In doing so, you’ll help define what agentic software development looks like in practice and play a key role in shaping a new model for how modern B2B software gets built. Here’s What You’ll Do: - Own the technical architecture for your team's product surface — service boundaries, data flow, API design, infrastructure decisions, and scaling strategy for large-scale SaaS - Review and approve product specifications before build begins — your job is to ensure specs give both humans and AI agents enough technical context to execute well - Author and maintain the team's agentic ecosystem — CLAUDE.md files, MCP server configurations, custom slash commands, agent hooks, and workflow templates. These artifacts teach AI agents how to work in your codebase and are the single most leveraged system you own - Build and own the AI-powered test automation pipeline — consume the Product Lead's user stories and acceptance criteria to drive automated e2e test generation, regression suites, and CI-integrated quality gates - Review agent-generated code for architecture alignment, security, performance, and correctness — agents produce volume, you provide judgment - Run the compound loop — after each feature ships, encode what worked and what didn't back into the system so agents and engineers get better with every cycle - Make architecture decisions that hold up at scale — real-time data processing, cloud-native infrastructure, API design for high-throughput environments - Write code selectively — architecturally novel problems, security-critical paths, and reference implementations that set the patterns agents follow - Direct AI agents on well-scoped implementation tasks while personally handling the work that requires deep system understanding What You Bring to the Table: - 8+ years as a software engineer, with at least 2 years in a tech lead, staff engineer, or architect role at a large-scale B2B SaaS company - Deep architecture experience — you've designed and shipped systems involving real-time data processing, cloud infrastructure, distributed services, and API-driven platforms - Strong cloud infrastructure depth — AWS (or equivalent), streaming architectures, large-scale data processing. You've built systems that handle significant throughput in production - Hands-on engineering ability — you can still build, not just draw diagrams. You write code when it matters - Experience with AI coding tools — you've used Claude Code, Cursor, or similar and have opinions on where agents help vs. where they fail - Strong system design instincts — can articulate *why* an architecture decision is right, not just *what* it is - Experience with AI technologies, LLMs, ASR, OCR, RAG - Experience designing automated pipelines that connect multiple systems (CI/CD, monitoring, alerting, data platforms) into cohesive engineering workflows - Comfort building with LLMs beyond code generation — agent orchestration, MCP integrations, tool-use patterns for engineering automation - Experience building test automation infrastructure — frameworks, e2e pipelines, CI-integrated quality gates - Preferred: - - Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs - Experience with workflow orchestration platforms (Temporal, custom pipelines) - Background in financial services, wealth management, or regulated industries Why You’ll Love Working With Us: It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other. The estimated base salary range for this position is $ 200,000-350,000 + bonus & equity. Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law. While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.