Advisor360°

Product Designer

• Own the experience definition for your product team
• Define how the AI assistant participates as a UX actor
• Design for three participants: advisor, client, and AI
• Build and maintain a design system built for agent consumption
• Create predictability within uncertainty
• Prototype fast and evaluate running builds
• Champion accessibility from the ground up
• Stay one sprint upstream

Senior Product Designer, Agentic UX

Solutions Engineer

• Serve as the primary senior technical and business authority during onboarding
• Translate strategic client goals into scalable Advisor360 platform solutions
• Lead discovery sessions and guide clients through data migration, platform configuration, and integrations
• Act as a trusted change management consultant
• Establish deep, trusted relationships with senior stakeholders
• Represent Advisor360 in presales client meetings
• Lead solution architecture for large-scale enterprise onboarding programs
• Validate solution scope with Sales, Onboarding, and Product teams
• Define and oversee onboarding technical roadmaps
• Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management
• Draft and review Statements of Work (SOWs), RFP responses, and change orders
• Act as the bridge between sales commitments and delivery execution
• Mentor and coach onboarding architects and implementation managers
• Provide actionable insights to influence product management

Solutions Architect – Wealthtech

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

Senior Product Designer, Agentic UX

Solutions Architect – Wealthtech

Business Development Representative