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. 

We’re seeking a visionary UX and Design leader to define and execute our next-generation user experience—one that is not only intelligent, but also elegant. Your mission: lead Advisor360° into the AI-native era by crafting tasteful, intuitive technology experiences for advisors, investors, and enterprises alike.

You’ll be responsible for elevating our design discipline, embedding design thinking into product and engineering culture, and setting a new standard in enterprise fintech UX. You will help Advisor360° stand apart—not by doing more, but by doing less, beautifully.

Here’s what you’ll do:

• Own and define the design vision for Advisor360° as we evolve into an AI-powered platform, with clarity on how design drives trust and adoption in complex financial workflows.
• Build and lead a high-performing, multidisciplinary design team, including UX, product design, research, content design, and brand.
• Embed design into strategy, partnering closely with product, engineering, and data science to shape product direction and inform AI-first interactions.
• Establish and champion a tasteful, opinionated design system that reflects our core values: elegant simplicity, human-centered intelligence, and confidence-inspiring clarity.
• Push the frontier of AI UX by imagining new interaction models—from co-pilot experiences to intelligent automations—that are delightful, not disruptive.
• Mentor and scale design leadership as the team and company grow, while also staying hands-on where it 

What success looks like:

• Design becomes a strategic pillar, not a service function—collaborating at the earliest stages of product development.
• User feedback consistently influences product direction.
• Your team feels empowered, clear on priorities, and proud of the impact they’re making.
• Products are measurably easier to use and delightfully intuitive.
• Stakeholders trust and rely on your input to shape business outcomes.

What you bring:

• A proven track record of design leadership in product-driven, high-scale technology companies—experience with AI-native platforms, fintech, or complex enterprise workflows is a strong plus.
• You’ve built and led teams at the VP, SVP, or CDO level, and can both shape strategy and execute with craft-level discipline.
• Deep understanding of AI-enabled interaction models (e.g. copilots, LLM-powered search/generation, intent recognition), with a sharp sense of where they add value—and where they don’t.
• Taste. You can articulate why an experience works or doesn’t, and you care deeply about clarity, typography, space, and rhythm.
• Experience operationalizing design: creating rituals, metrics, playbooks, and systems that scale good taste without slowing teams down.
• A portfolio that demonstrates both visionary design leadership and AI-savvy execution in shipped 

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:  

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.

The estimated base salary range for this position is $240,000-$270,000

Advisor 360 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. 

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.