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.  

We’re seeking a Lead Solutions Engineer with strong technical acumen, proven leadership ability, and a track record of success in the SaaS space. Reporting to the SVP of Sales, this individual will lead and mentor a team of solution engineers while also serving as a senior-level contributor in strategic sales opportunities. 

This is both a player-coach role and a client-facing leadership position. You will oversee the development and execution of technical sales strategies, manage and grow a high-performing solutions engineering function, and work closely with cross-functional partners across Sales, Product, and Implementation. Candidates should bring deep experience in SaaS, ideally with a background in financial services or fintech. 

Here’s What You’ll Do:   

• Lead and mentor a team of Sales Engineers, setting goals, establishing best practices, and fostering a high-performance culture. 
• Act as the senior technical voice in strategic sales opportunities, collaborating closely with Account Executives and executive stakeholders. 
• Guide the technical discovery process, understand complex client requirements, and architect tailored solutions using the Advisor360° platform. 
• Own the development of technical sales assets including demos, proof-of-concepts, RFPs, and solution workshops. 
• Partner with the SVP of Sales to align presales strategy with overall business objectives. 
• Collaborate cross-functionally with Product, Engineering, and Client Services to relay market insights and inform roadmap decisions. 
• Lead the evolution of the presales process, scaling team capabilities, tools, and internal enablement programs. 
• Stay ahead of industry trends, competitive positioning, and product developments to ensure Advisor360° is seen as a trusted advisor to prospects and clients. 

What You Bring to the Table:  

• 8+ years of experience in Sales Engineering, Solution Consulting, or Technical Pre-Sales in a B2B SaaS environment. 
• 2+ years of experience managing or mentoring Sales Engineers or technical presales professionals. 
• Demonstrated leadership skills in a fast-paced, client-facing environment with ability to influence across teams. 
• Deep knowledge of SaaS architecture, APIs, integrations, and enterprise software deployment. 
• Strong communication, presentation, and stakeholder management skills across technical and non-technical audiences. 
• Familiarity with enterprise reporting, compliance, or operational platforms. 
• Hands-on experience with CRM systems like Salesforce and collaboration tools like Zoom, Notion, or Slack. 
• Experience in the financial services, wealth management, or fintech industries a plus. 

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:  

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 $164,000-185,000.

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.