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 are looking for a Strategic Client Relationship Manager to own and grow complex enterprise client relationships across wealth management and insurance.

You will be the senior point of accountability for the client relationship—responsible for client satisfaction, retention, delivery confidence, commercial performance, executive alignment, and expansion.

This is not a traditional account-management role. You will need to understand the client's business deeply, challenge assumptions, connect Advisor360° capabilities to measurable business outcomes, and orchestrate our organization around the client's priorities.

Here’s What You’ll Do:  

Account & Relationship Leadership

• Own the client relationship end to end, including relationship health, retention, delivery confidence, and commercial performance.
• Build relationships across the C-suite, wealth leadership, operations, compliance, technology, finance, and field leadership—not just IT and delivery.
• Maintain a clear, objective view of account health, risks, opportunities, and executive relationships.
• Establish governance, decision rights, escalation paths, executive sponsorship, and regular operating rhythms.

Client Outcomes & Value

• Anchor the partnership in measurable client outcomes, including:
• • Advisor productivity
  • Account-opening and onboarding time
  • Asset growth
  • Operational cost per account
  • Client experience
• Build joint success plans and scorecards with the client.
• Quantify value delivered and be transparent about where outcomes have not yet been achieved.
• Shift executive conversations from product releases and tickets to business progress and outcomes.

Executive Partnership & Strategic Insight

• Develop trusted relationships with senior client executives and confidently deliver difficult messages when necessary.
• Bring an informed point of view using Advisor360° research, benchmarks, and anonymized cross-client insights.
• Challenge client requests when they do not align with their stated business objectives.
• Help clients understand opportunities and risks they may not see internally.

Internal Orchestration

• Act as the client's advocate and orchestrate Advisor360° across Product, Engineering, Service, Operations, and Leadership.
• Engage internal teams early to prevent issues from becoming escalations.
• Ensure client commitments are understood, accepted, and achievable internally.
• During incidents, own the client narrative, remediation plan, communication, and follow-through.

Commercial Ownership

• Own renewal, retention, and expansion outcomes.
• Manage contracts, pricing, scope, and commercial change with discipline.
• Identify and develop expansion opportunities based on demonstrated client value.
• Maintain an honest commercial forecast and surface risks early.

What You Bring to the Table:  

 Experience

• 10+ years in strategic account management, client partnership, management/technology consulting, or client-facing delivery leadership.
• Deep experience in wealth technology, wealth management platforms, broker-dealers, RIAs, or related financial technology environments.
• Experience owning at least one large, complex enterprise relationship end to end.
• Proven success influencing C-level stakeholders and building durable executive relationships.
• Direct experience with renewals, expansion, contracts, pricing, and scope management.
• Willingness to travel and maintain regular in-person client engagement.

Insurance & Wealth Management Expertise

• Deep working knowledge of life insurance and annuities, including:
• • Term, whole, universal, and variable life
  • Fixed, indexed, and variable annuities
  • Riders and illustrations
  • Underwriting and new business
  • In-force servicing
  • Policy and contract data
• Strong understanding of how insurance-affiliated and hybrid broker-dealers operate, including career vs. independent distribution, dual-licensed advisors/agents, commissions, chargebacks, and persistency.
• Working knowledge of wealth management platforms and workflows across custody, planning, trading, billing, reporting, compliance, data, integrations, and SaaS delivery.
• Comfortable participating in technical conversations and challenging assumptions when necessary.

Preferred

• Experience transforming a transactional vendor relationship into a strategic partnership.
• Experience working within a wealth management firm, broker-dealer, RIA, or wealth technology provider.
• Familiarity with modern advisory platforms and AI-assisted advisor workflows.
• Experience managing relationships where technology, operations, compliance, and business leadership are all critical stakeholders.

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 $180,000-$200,000 + commission & equity.

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.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

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.

Advisor360° is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360° will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360° uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360° does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.