Advisor360°

Full-stack Engineer

• Own the technical architecture for your team's product surface
• Review and approve product specifications before build begins
• Author and maintain the team's agentic ecosystem
• Build and own the AI-powered test automation pipeline
• Review agent-generated code for architecture alignment
• Run the compound loop after feature shipping
• Make architecture decisions that hold up at scale
• Write code selectively for architecturally novel problems
• Direct AI agents on well-scoped implementation tasks

Tech Lead

Product Manager

• Own a product end-to-end within a new AI-native product portfolio
• Lead a 5-person autonomous team from idea to production
• Identify real business problems that financial advisors face and translate them into product opportunities
• Build and maintain deep relationships with advisors to understand their daily pain points
• Develop business cases for what gets built
• Write structured product specifications
• Own feature design and end-to-end user story creation
• Partner with Tech Lead on plan review
• Operate 6-12 weeks ahead of the team

Product Lead

Solutions Engineer

• 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.

Solutions Consultant

Vice President

• 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.

VP, Corporate Development

Marketing

• Own the RIA Market Narrative
• Create Compelling Content and Thought Leadership
• Build and Run Go-to-Market Experiments
• Drive Pipeline and Market Impact
• Drive Market Insight and Strategic Alignment

Head of RIA Segment Marketing

Sales Engineer

• Partner with Account Executives to help prospective clients understand the Advisor360° platform
• Deliver high-impact, customized product demonstrations
• Translate complex client requirements into practical solution configurations
• Collaborate with Product, Engineering, and Client Solutions teams
• Contribute to Request for Proposal (RFP) responses and manage demo environment setup
• Serve as the internal and external expert on the platform's capabilities

Account Executive

• Own and drive the full enterprise sales cycle—from prospecting and qualification to proposal, negotiation, and close
• Build and nurture relationships with executive decision-makers at top-tier wealth management firms, creating Advisor360° champions
• Understand complex, regulated business challenges within wealth management organizations and align Advisor360°’s platform to deliver measurable impact
• Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor enterprise-level messaging and demos
• Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
• Consistently achieve (and exceed) quarterly and annual revenue targets