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.  

The Data Engineer role will be part of Advisor360°’s Customer Support and Operations organization, as a member of our Financial Data Engineering team. This position is responsible for financial data conversions, onboarding of new data sources, onboarding new clients, and general financial data processing support. The ideal candidate is passionate about leveraging modern technology and building scalable and efficient data pipelines, processes and capabilities, and will work collaboratively with members of the Financial Data Engineering team.

The Financial Data Engineering team is responsible for designing and implementing complex data pipeline, analytical, and transformation processes for financial data conversions into our proprietary Portfolio Management/Accounting Platform. The role requires experience with data movement processes, various data platforms and tooling and the ability to write clean, efficient code across data conversion, data feed integration, reconciliation of transactions/positions, and financial attributes.

Here’s What You’ll Do: 

• Design, create, maintain, and support software and data processes for large-scale, high-volume, high-performance data structures.
• Plan, implement, deploy and maintain mid- to large-scale projects from conception to completion.
• Provide ongoing maintenance, support, and enhancements in existing systems and platforms.
• Collaborate with team members on effective development practices, communicating with tact and professionalism.
• Document and maintain operational procedures.
• Provide ongoing maintenance, support, and enhancements for financial data processing.
• Work with multiple data platforms and integration techniques.
• Demonstrating solid and dependable performance in design and implementation with little or no assistance required.
• Effectively troubleshoot date errors, data processing performance and remediate them.
• Lead data engineering initiatives and build end-to-end data solutions that are highly available, performant, scalable, stable, secure, and cost-effective.
• Plan and implement mid-large-scale projects as part of a team that you may lead.
• Gather business and functional requirements and translate these requirements into robust, scalable, operable solutions with a flexible and adaptable data architecture.
• Collaborate with engineers and architects to help adopt best practices in data system creation, data integrity, test design, analysis, validation, and documentation.
• Implement new custodial or sponsor data sources, business translation rules, fund/sponsor conversions, and client data requests.
• Execute Advisor Level Conversions with high quality, clearly communicating status to internal and external stakeholders while supporting junior team members.
• Execute enterprise conversions with high quality, clearly communicating status to internal and external stakeholders, while supporting junior team members.
• Analyze conversion process and document potential areas for improvement both technical and non-technical.
• Provide input to solution architecture for enterprise financial data conversions.

What You Bring to the Table: 

• 5-10 years of relevant experience; experience providing technical leadership on high impact cross functional technical projects.
• Coding proficiency in at least one modern programming language (e.g. Python, .NET).
• Demonstrated excellence in data pipeline tuning, troubleshooting and performance improvement.
• Demonstrated strength in data modelling, ETL/ELT development, and data warehousing.
• Demonstrated track record of manipulating, processing, and extracting value from large data sets.
• Excellent communication and collaboration skills with both technical and non-technical teams.
• Experience with or demonstrated understanding of financial trades, corporate actions, products, security master, and pricing.
• Experience with or demonstrated understanding of financial data conversions and/or leading Portfolio Accounting software is a plus.
• Knowledge of and experience with Microsoft Azure platform.
• ETL/ELT experience, especially using SSIS, ADF, dbt, Talend.
• Ability to work in a fast-paced Agile/Scrum environment.

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:  

The estimated base salary range for this position is $130,000-$144,000.

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.

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.

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.