Advisor360°

Business Development Rep

• 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

Business Development Representative

Platform Engineer

• 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

Data Platform Engineer II

Account Executive

• Lead the full-cycle sales process for strategic enterprise prospects
• Own relationships with C-suite and senior executive stakeholders
• Architect large, customized solution proposals
• Influence and refine go-to-market strategy
• Serve as a strategic partner internally
• Consistently exceed quota while managing a balanced pipeline

Senior Strategic Enterprise Account Executive

Sales Engineer

• 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

Business Development Representative

Data Platform Engineer II

Senior Strategic Enterprise Account Executive

Senior Manager, Sales Engineering