Solutions Architect – Wealthtech

Advisor360°

Solutions Architect at Advisor360° designing scalable solutions for wealth management. Collaborating with enterprises for technical onboarding and strategic consulting.

Posted 6/14/2026full-timeNeedham • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $145,000 - $174,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5-8 years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology
Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks)
Strong foundation in business/systems analysis
Experience collaborating with developers and performing QA testing is highly valuable
Expertise across financial services workflows (Account Opening, Trading, Compliance, Portfolio Performance, Reporting)
In-depth knowledge of broker-dealer and RIA back-office operations
Background in financial services, insurance, or wealth advisory technology
Familiarity with financial services data aggregators and industry standards
Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level
Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments

Benefits

Comp & perks

Competitive base salaries
Annual performance-based bonuses
Equity sharing opportunities
Comprehensive health benefits including dental, life, and disability insurance
Unlimited paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

solution architectureenterprise onboardingimplementation consultingenterprise system integrationsAPIsSSOCRMdata managementsecurity frameworksbusiness/systems analysis

Soft Skills

client-facing communicationinfluencementoringcoachingrelationship buildingchange managementcollaborationleadershipproblem-solvingactionable insights