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 are seeking a Financial Services Enterprise Architect to join Advisor360’s Onboarding Team. In this post-sales leadership role, you will act as the strategic and technical authority for new enterprise clients, ensuring seamless implementation of Advisor360’s wealth management solutions. You will bridge the gap between client business needs and Advisor360’s technology, guiding executives, operations leaders, and IT stakeholders through onboarding, integration, and adoption to deliver measurable business outcomes.

As a senior leader, you will not only design and deliver complex onboarding solutions but also shape enterprise onboarding methodologies, mentor team members, influence product strategy, and represent Advisor360 in presales and executive engagements. This role is ideal for someone who thrives at the intersection of technology, financial services, and client transformation.

 Here’s What You’ll Do:   

• Client Engagement & Advisory
• • Serve as the primary senior technical and business authority during onboarding, collaborating with executive-level client stakeholders.
  • Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements.
  • Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
  • Act as a trusted change management consultant, advising clients on implementation strategies and organizational change management practices.
  • Establish deep, trusted relationships with senior stakeholders, positioning Advisor360 as a strategic partner in their long-term success.
  • Represent Advisor360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients.
• Solution Design & Delivery
• • Lead solution architecture for large-scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency.
  • Validate solution scope in partnership with Sales, Onboarding, and Product teams.
  • Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third-party ecosystem integrations.
  • Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management.
  • Provide executive-level oversight and thought leadership on technical delivery across multiple onboarding programs.
  • Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities.
• Cross-Functional Leadership
• • Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre-sales through post-sales onboarding.
  • Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients.
  • Mentor and coach onboarding architects, implementation managers, and client technical teams.
  • Shape Advisor360’s onboarding methodology to scale effectively across enterprise clients.
  • Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption.
• Post-Sales Ownership
• • Drive enterprise client adoption and early measurable value realization during onboarding.
  • Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
  • Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
  • Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

What You Bring to the Table:  

• 15+ 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, fostering curiosity and a balanced mix of technical and business skills. Experience collaborating with developers and performing QA testing is highly valuable.
• Demonstrated expertise across key financial services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting.
• In-depth knowledge of broker-dealer and RIA back-office operations and workflows.
• 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.
• Preferred Qualifications

• Previous or current financial license holder (i.e. Series 7, 63, 65)
• PMP and/or project management background
• Direct experience with enterprise wealth management platforms.
• Track record of leading large-scale enterprise onboarding projects from strategy through go-live.
• Demonstrated commitment to continuous learning in both financial services and technology
• Familiarity with financial data migration best practices and industry-standard data models. 

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: Why You’ll Love Working With Us:   

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 $179,000 - 207,000 + bonus & equity.

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. 

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.