Advisor360°

• 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.

Own a product end-to-end within a new AI-native product portfolio at Advisor360°, where you’ll lead a 5-person autonomous team from idea to production with full ownership of strategy, roadmap, and outcomes. This is a true business ownership role, not backlog management, you decide what gets built, why it matters, and you’re accountable for the results. 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 building modern B2B software. Here’s What You’ll Do: - Identify real business problems that financial advisors face and translate them into product opportunities backed by evidence — customer interviews, workflow observation, competitive analysis, market data - Build and maintain deep relationships with advisors to understand their daily pain points, the friction in their client relationships, and the gaps in their current technology stack - Develop the business case for what gets built — problem sizing, competitive positioning, differentiation, and success criteria. Every feature has a "why" rooted in customer value and business impact - Write structured product specifications that translate business needs into precise, actionable documents — your specs are the primary input to an agentic development pipeline where AI agents execute against what you write - Own feature design and end-to-end user story creation — your user stories define the acceptance criteria that drive the team's entire test automation pipeline, from AI-generated e2e tests through regression suites - Partner with your Tech Lead on plan review — your spec must give both humans and AI agents enough context to execute well - Operate 6-12 weeks ahead of your team — the next three features are defined (customer problem, proposed solution, success criteria, key risks) before the current one ships What You Bring to the Table: - MBA from a top-tier program and an undergraduate degree in computer science, engineering, or a related technical field - 2+ years of product management experience at a brand-name B2B SaaS company - Minimum 1 year as a professional software engineer — you've written production code and understand engineering from the inside - A track record of identifying customer pain points and turning them into successful products — not just shipping features, but solving problems that drive adoption and retention - Demonstrated ability to write detailed, structured technical specifications to drive implementation - Strong business instincts — you think about market sizing, competitive dynamics, and customer value, not just feature lists - Exceptional written communication - Experience designing multi-system workflows that connect disparate data sources (support platforms, analytics, CRM, communication tools) into coherent product intelligence pipelines - Demonstrated ability to build structured frameworks for product discovery — jobs-to-be-done analysis, opportunity scoring models, or similar systematic approaches to identifying and prioritizing customer problems - Comfort working with LLMs as a power user — prompt engineering, agent orchestration, or building AI-assisted workflows. You don't need to train models, but you need to understand what they can and can't do well enough to design reliable agent pipelines - Experience producing board-level or executive-facing business artifacts — investment cases, quarterly business reviews, strategy narratives — and a desire to automate the grunt work behind them - Preferred: - - Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs - Experience with workflow automation platforms (n8n, Zapier, Temporal, or custom orchestration) connecting product tooling across systems - Background in designing feedback categorization or tagging systems — whether manual or automated - Familiarity with AI coding tools as a user or builder - Experience with AI/ML products, particularly conversational or agent-based systems - Background in financial services, wealth management, or regulated industries 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 $ 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.

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. We’re looking for a Head of RIA Segment Marketing to own and build Advisor360°’s RIA marketing motion from the ground up. This isn’t a role for a campaign executor or a brand steward — it’s for a builder who can figure it out, from positioning to pipeline. You’ll blend a deep understanding of the RIA advisor digital technology ecosystem with sharp storytelling and demand creation instincts, helping us define how Advisor360° shows up in the RIA market segment. You’ll operate in an environment where products and technology are evolving, messages are being written, and infrastructure is minimal — and that’s exactly how you like it. You’ll analyze, test, create, and iterate in real-time, helping us turn insights into strategy and strategy into market traction. Here’s What You’ll Do: - Own the RIA Market Narrative - - Define how Advisor360° speaks to the RIA audience — shaping our story, tone, and positioning from first principles. - Translate complex platform capabilities into simple, credible, and resonant value propositions. - Position Advisor360° alongside preferred applications to articulate the ideal Advisor Experience for different RIA audiences. - Identify RIA use cases and clearly articulate Advisor360°’s competitive differentiation. - Be the internal voice of the RIA buyer, bringing market empathy and clarity to cross-functional conversations. - Create Compelling Content and Thought Leadership - - Produce and guide content that resonates with RIAs — think: point-of-view articles, ecosystem insights, case studies, and product storytelling. - Partner with Product, Sales, and Leadership to align messaging and support key launches and pitches. - Elevate Advisor360°’s voice in industry conversations — sharing the Advisor Experience powered by an AI-native wealth operating system. - Serve as the external market representative for our RIA offering (speaking at industry events, webinars, etc.). - Build and Run Go-to-Market Experiments (partnering with functional marketing teams) - - Design and execute lean, high-impact campaigns across digital, events, and content to drive awareness and engagement. - Measure what works (and what doesn’t) — optimizing in real time using performance data, feedback loops, and creativity. - Develop and test early demand-generation strategies, including content journeys, email sequences, webinars, and small-format events. - Drive Pipeline and Market Impact - - Working in partnership with the Demand Generation Team, define and own marketing-generated pipeline targets within the RIA segment, ensuring consistent contribution to revenue goals. - Build repeatable, scalable programs that convert awareness into qualified opportunities. - Partner closely with Sales and Product Marketing to ensure alignment from positioning through pipeline. - Use data-driven insights to guide investment decisions and go-to-market prioritization. - Drive Market Insight and Strategic Alignment - - Continuously analyze the competitive landscape — identifying whitespace, threats, and opportunities. - Feed insights back into product strategy, go-to-market, and leadership decisions. - Help shape how we measure success and evolve our strategy as we scale from zero to one. What You Bring to the Table: - 10+ years of experience in B2B marketing, with at least 5 years focused on RIAs or wealth management. - Deep understanding of the RIA landscape, advisor personas, and industry challenges. - Experience in FinTech, SaaS, or financial services. - Strong track record of driving growth through data-driven marketing campaigns. - Exceptional communication and leadership skills. - Proficiency with CRM and marketing automation tools (e.g., Salesforce, HubSpot, Marketo). - Bachelor's degree in Marketing, Business, or related field (MBA preferred). - Preferred Qualifications: - - Prior experience working at or marketing technology to RIAs. - Deep understanding of RIAs and current advisor workflows and processes. - Familiarity with regulatory/compliance considerations for marketing in financial services. - Experience with account-based marketing (ABM) and demand generation strategies. - Strong analytical mindset with the ability to translate metrics into actionable strategies. 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 $197,000-$230,000 + bonus & 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

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, which would require three days per week onsite in our Needham, MA headquarters. The Implementation Project Manager is a critical role responsible for the successful execution of client onboarding and implementation projects. This individual will manage the full project lifecycle, from initiation through go-live, ensuring projects are delivered on time, within scope, and on budget. They will serve as the primary project representative, coordinating activities across internal teams and maintaining clear communication with client stakeholders. This role is ideal for a highly organized, detail-oriented professional with a strong background in project management, ideally within the financial services or FinTech sector. Here’s What You’ll Do: Project Leadership & Management - Manage the scope, schedule, and budget for multiple active implementation projects within the Implementation Team's portfolio. - Serve as the primary project lead, coordinating all activities, resources, and tasks pursuant to the project plan. - Develop and maintain comprehensive project documentation, including project plans, status reports, risk logs, and issue trackers. - Facilitate regular project steering committee meetings, team stand-ups, and client-facing update sessions. - Stakeholder Coordination & Communication - - Act as the main point of contact for client project management teams, providing timely updates and managing expectations. - Liaise closely with internal teams, including Services, Product, Data, Engineering, Solutions Architecture, and Forward-Deployed Engineering, to align resources and resolve roadblocks. - Proactively identify, track, and mitigate project risks and dependencies, escalating issues to leadership when necessary. - Delivery & Quality Assurance - - Ensure all project deliverables meet defined quality standards and align with the agreed-upon Statement of Work (SOW). - Oversee the transition from implementation to post-live client support, ensuring a smooth handoff. - Contribute to the continuous improvement of the implementation methodology and project management best practices. What You Bring to the Table: - 5+ years of experience managing complex software implementation or enterprise integration projects, preferably in a SaaS environment. - Proven ability to manage scope, schedule, and budget for multiple concurrent projects. - Exceptional client-facing communication and presentation skills with experience managing client expectations at various organizational levels. - Strong knowledge of project management methodologies (e.g., Agile, Waterfall, Hybrid). - Demonstrated experience coordinating cross-functional technical teams (e.g., Engineering, Architecture, Data). - Familiarity with the wealth management industry, broker-dealer, or RIA operations is highly preferred. - Preferred Qualifications - - PMP, PRINCE2, or equivalent project management certification. - Experience in the financial services or FinTech industry. - Proficiency with project management tools (MS Projects, Monday.com, SmartSheets). - Familiarity with Google suite of office applications, Confluence, Jira. 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 $136,500-$157,500 + 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