Careers
Here, you matter
Based in Weston, Massachusetts, we’re a SaaS WealthTech company that’s driven by people who believe great ideas come from everywhere and everyone. If you’re ready to work with a passionate team that achieves success together, explore our open roles.
- All roles
- Brand Experience
- Customer Success and Operations
- Engineering
- Finance
- Information Security
- Investment Data Operations
- Marketing
- Product
Storage Engineer
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The Storage Engineer ensures underlying SAN storage is configured and performs optimally to meet specific application and business needs. You’ll examine capacity reviews and provide metric data to ensure that our capacity needs are met by managing multi-petabyte, multi-data center storage systems. Ideally, you are a storage environment expert with the know-how to guide development, systems engineering, and database operations teams.
Content Architect and UX Writer
ApplyThe Content Architect and UX Writer is adept at ensuring single-source content structuring and taxonomy. You will collaborate closely with UX designers and developers, product owners, facilitators, and instructional designers to develop concise, compelling content based on user behavior. You’ll also help execute our content vision and create a unified voice across our products and platforms.
Data Engineer I
ApplyThe Data Engineer designs and implements processes to convert and migrate data from legacy systems in the Advisor360° platform. Use your design, test, and ETL/ELT process and procedure experience to convert and migrate high volumes of data across multiple domains. The ideal candidate is passionate about leveraging modern technology to design repeatable, malleable, automated, and scalable tools to onboard new platform users.
Data Protection Architect
ApplyThe Data Protection Architect refines and implements our data protection strategy. Use your experience in building an overall data protection strategy for disaster recovery (DR), high availability (HA), fault tolerance (FT), backup/archive, and ransomware/malware protection schemes. You will work closely with our development, security, support, operations, and business continuity teams to deliver on strategy and project components. You’re an excellent fit for the role if you can ensure compliance with relevant standards, review tools and technologies within selection processes, and work with our SaaS platform customers to explain and validate our plans.
Data Platform Architect
ApplyThe Data Platform Architect is responsible for road mapping and designing all infrastructure aspects of our data platform technologies: MS SQL Server Stack, Redis, Azure, and Data Lake. You will tailor and implement product build-out methodologies, best practices, and standards in collaboration with senior management, product, development, architecture, engineering, and operations teams. You’re an excellent fit for the role if you can manage architecture, design, and quality assurance of cloud platforms, apply proof-of-concept functions across new technologies, and are driven to act as a technology mentor to our engineers.
Data Protection Manager
ApplyThe Data Protection Manager leads a team responsible for SaaS data storage, backup, and recovery solutions on-premises and in the cloud. Use your strong understanding of systems, storage, network architecture, and infrastructure operations to further our cloud growth. Ideally, you can balance technical requirements, problem-solving, and collaboration and have experience building and leading a team of software and systems engineers.
Database Administrator
ApplyThe Database Administrator delivers operational excellence, effects change with new technologies, and adds value through effective communication and collaboration. Responsible for various environments from changing developments to mission-critical production, you will build, configure, and maintain environments in Microsoft SQL and serve as a point of escalation to provide the highest levels of on-premises and cloud performance, availability, and security.
Front End Developer
ApplyThe Front End Developer works with UI/UX designers, back end developers, and graphic designers to bridge the gap between design and technical implementation. You will work with the latest version of Angular and our customized UI library to define how our applications look and behave across the web. The role is an excellent fit for an HTML/CSS/Sass expert or someone interested in building feature-rich reusable components.
Investment Data Product Master Analyst II
ApplyThe Investment Data Product Master Analyst II maintains all product-related data in our Product Master application, interacting with other Advisor360° teams as needed and responding to requests from both internal and external clients. As part of a team within the Investment Data Operations (IDO) department, you will ensure the integrity of all security-related characteristics and pricing data so that downstream systems have the most accurate and up-to-date information. Ideally, you have experience with security master/reference data, knowledge of all asset types (such as alternative investments, annuities, and equities), and training with industry platforms such as FactSet, Morningstar, and ICE Workstation.
Investment Data Reconciliation Analyst II
ApplyThe Investment Data Reconciliation Analyst II. He researches and reconciles daily and historical transactions between custodial data and Advisor360°’s proprietary portfolio accounting application. You will work with the Investment Data Operations team members, specifically at month/quarter-end, to ensure accurate portfolio valuations for client reporting. Ideally, you have the know-how to integrate data from multiple sources and have experience with Advent Axys or other Advent products, DST Vision, FBSI, and/or Wealthscape platforms.
iOS Developer
ApplyThe iOS Developer is part of a six-person Agile team responsible for developing several of our most visible and critical web applications. Use your knowledge of TFS, including build and release definitions within a CI and CD environment, programming experience (preferably Swift), and understanding of software design and code concepts to plan and implement mid- to large-scale projects.
L1 HelpDesk Specialist
ApplyThe L1 HelpDesk Specialist provides quality desktop, software, and systems support to employees and delivers timely customer service and technical expertise. Use your knowledge of Windows-based applications to troubleshoot issues and determine the best solution. You will provide timely responses to user requests and problems via a ticketing system and assist with team projects and initiatives as required.
Manager, Application Development
ApplyThe Manager, Application Development leads the software engineering functional reporting line across one or more product areas. Use your strong understanding of technology platforms and technical skills to define roadmaps, estimate work, and implement product plans. You will hire, manage, and retain a strong engineering team by empowering staff to deliver timely, high-quality products.
Manager of Programs
ApplyThe Manager of Programs is responsible for leading a team of program managers and operations projects managers in the definition and execution of offerings across Service & Support, Operations, and Customer Success. You will provide leadership, guidance, and influence for programs and projects within the organization, leveraging your passion for assuring high-quality, predictable delivery of customer value. You will act as a point of escalation for key project risks; collaborate and align with other teams across the company; and assist with budgeting, resource planning, and hiring plans.
Manager, UX Design
ApplyThe Manager, UX Design oversees strategy, research, and design in partnership with the UX Creative Director to help lead the user experience for all Advisor360° products. Use your know-how to ensure distinctive, results-driven digital solutions while meeting the company's strategic objectives. Ideally, you have experience managing and mentoring a UX design team of strategists, researchers, and UX designers, can strengthen usability techniques, and develop business consulting, communication, and presentation skills through ongoing feedback.
Network Security Engineer
ApplyThe Network Security Engineer monitors, maintains, and enhances the Advisor360° network to ensure exceptional performance and reliability. Use your experience with Cisco or Palo Alto network devices to configure and maintain on-premises network solutions across several locations. The ideal candidate is a strong troubleshooter, comfortable performing recurring operational tasks, and driven to understand our product.
Product Manager, Compliance
ApplyThe Product Manager, Compliance is responsible for product planning and marketing and customer engagement. You will manage the product life cycle, gather and prioritize customer requirements, define the product vision, and work closely with engineering to deliver a winning product. The ideal candidate has experience collaborating with sales and marketing teams to assure revenue and customer satisfaction while ensuring all efforts support the company's overall strategy and goals.
Product Owner, Account Operations
ApplyThe Product Owner, Account Operations is responsible for defining and delivering features within the Advisor360° product suite. You will work with product strategy, user experience, engineering, training, and support teams to prioritize feature release roadmaps, detail feature requirements, and create realistic delivery plans. The ideal candidate has product backlog creation and maintenance experience, can define initiative and feature-level requirements, and can drive product features and releases.
Product Owner, Advisor Client Experience
ApplyThe Product Owner, Advisor Client Experience, is responsible for defining and delivering features within the Advisor360° product suite. Working closely with Product Management, you will translate product strategy and vision into prioritized feature roadmaps, detailed requirements, and realistic delivery plans. Ideally, you have experience working with user experience, design, engineering, training, and support teams and can optimize feature sets that deliver a peak customer experience.
Product Owner, Home Office Tools
ApplyThe Product Owner, Home Office Tools is responsible for driving the definition and delivery of features within the Advisor360° product suite. You will work in partnership with User Experience, Design, Engineering, Training, and Support teams to produce a steady cadence of high-value features and enhancements. You have experience in the Agile development process, Scrum, and UI/UX concepts.
Product Strategist - Advisor
ApplyThe Product Strategist defines and builds product stories. Responsible for product planning, marketing, customer engagement, and staff mentorship and development, you will lead a group of managers whose products collectively make up and support the advisor persona. You will set the overall direction of product management strategies to ensure a consistent user experience and build competitive differentiation sets for products and services.
Production Support Engineer
ApplyThe Production Support Engineer maintains the quality of our SaaS offering. Use your experience collaborating with engineering teams to resolve incoming bugs and identify performance, automation, and product enhancement opportunities. You will address incoming issues reported by end users or application monitoring systems, perform forensic code analyses to determine the root cause, and ultimately code the fix required.
Quality Assurance Engineer
ApplyThe Quality Assurance Engineer leads and coordinates QA initiatives across project and Scrum teams. You will work closely with other QA team members and project stakeholders to create test plans using your knowledge of test scoping, approaches, and strategies. Ideally, you have experience in back- and front-end information services/technology, are proficient in executing complex queries to verify and validate data, and are comfortable with agile and Scrum development SDLC and methodologies.
Quality Assurance Lead Engineer
ApplyThe Quality Assurance Lead Engineer is responsible for leading and coordinating QA initiatives and working across the project teams both onshore and offshore. Working closely with other QA team members, development, and stakeholders, you will detect, prioritize, and fix defects. You are a problem-solver with excellent analytical skills and a deep understanding of automation frameworks and the benefit of automation to overall quality.
Quality Assurance Automation Engineer
ApplyThe Quality Assurance Automation Engineer develops Selenium and web services tests using C# and NUnit. Leverage your automated execution and validation experience to improve and ensure quality. You will partner closely with product owners, development leads, and business analysts to understand requirements, collect sprint testing metrics, supplement automated test suites with regression tests, and report defects to project teams.
Senior Accountant
ApplyWe seek a self-motivated, analytical Senior Accountant looking to learn all aspects of our accounting cycle. Reporting directly to the controller, you will drive the month-end close process, including balance sheet reconciliation, trial balance review, and financial statement generation. This role provides excellent exposure and development opportunities.
Senior Associate, Social Media Marketing
ApplyThe Senior Associate, Social Media Marketing shapes stories for senior business audiences across social channels. You will engage the right people with the right stories at the right time by closely aligning with brand experience, content, strategy, and media marketing teams. Ideally, you have the drive to learn through testing and can fully manage organic campaigns, including publication calendars, content production, posting, monitoring, and reporting, from start to finish.
Senior Cloud Engineer
ApplyThe Senior Cloud Engineer implements and ensures exceptional performance and reliability from Advisor360°’s cloud infrastructure and core systems. As the lead engineer on major cloud initiatives, you will work with application architects and DevOps to modernize our on-premises platform to evolve as Infrastructure as a Service (IaaS) or Platform as a Service (PaaS) applications. Ideally, you understand how to work with applications, network, and security teams, have familiarity with cloud service technologies best practices, and are proficient in the architecture and administration of Microsoft Azure environments and other systems.
Senior Database Administrator, Team Lead
ApplyThe Senior Database Administrator, Team Lead is responsible for delivering operational excellence while impacting change with new technologies. Use your MS SQL Server database, on-premises, and cloud experience to build, configure, and maintain environments that provide the highest levels of performance and security. The ideal candidate adds value through collaboration and is a self-starter who can serve as a point of escalation concerning data solutions.
Senior Enterprise Risk Management Specialist
ApplyThe Senior Enterprise Risk Management Specialist is instrumental in designing, implementing, and managing our enterprise risk program. You will work with business units to identify and mitigate risk, gather and maintain evidence to support internal and external audits, monitor and report on third-party risk, and develop executive briefs regarding the organization's risk profile. The ideal candidate is adept at developing risk analytics and can respond with processes that support and enhance supporting compliance initiatives.
Senior Manager, Product Marketing
ApplyThe Senior Manager, Product Marketing defines our end-to-end marketing initiatives, including buyer persona creation, market positioning, competitive analysis, and campaign launch management. You will work cross-functionally with our product, sales, customer success, and marketing teams to develop targeted messaging and campaigns. Ideally, you have a deep understanding of the broker-dealer/roll-up RIA market, enjoy analyzing buyer behavior, and are comfortable having technical conversations with product managers and customers.
Senior Network Security Engineer
ApplyThe Senior Network Security Engineer designs, implements, and ensures the performance and reliability of our network. You will apply your on-premises, cloud, automation, orchestration, and integration skills in an Agile model with two-week sprint delivery cycles. Responsibilities include planning, designing, implementing, monitoring, and maintaining the operational health of networks and communication services throughout all environments.
Senior Software Engineer
ApplyThe Senior Software Engineer is part of a six-person Agile team responsible for developing our most visible and critical web applications, including our public-facing application, Investor360°®. You will plan and implement mid- to large-scale projects from conception to completion by creating documentation, flowcharts, layouts, diagrams, code comments, and clear code. In addition to troubleshooting, debugging, and upgrading existing systems, the ideal candidate has deep knowledge of technology software design patterns and code and understands how to adapt theory and best practices to fit project needs.
Senior Systems Engineer
ApplyThe Senior Systems Engineer supports our core systems and processes through implementing and monitoring technologies within our SaaS platform. Applying your extensive DevOps/SRE experience, you will employ technology best practices to ensure innovative automation that enables scalable, highly reliable systems. The ideal candidate can diagnose and resolve complex hardware, software, and connectivity problems and can develop scripted solutions to improve performance, reliability, and scalability.
Senior Web Producer
ApplyAdvisor360° is looking for a Senior Web Producer who is passionate about creating digital experiences that increase employee and customer engagement with a design-thinking approach to problem-solving. The communications team develops the Advisor360° internal and external brand and supports all departments across the organization. In this role, you will collaborate with the Creative Director and the Communications, UX, Client Experience, and Sales/Marketing teams to manage our various tools and create beautiful, engaging, and easy-to-use web experiences.
Software Engineer I
ApplyThe Software Engineer I is part of an Agile team responsible for developing several of our most visible and critical web applications. Use your information needs experience to confer with users, study system flows, and modernize work processes. You will troubleshoot existing systems, deploy programs, evaluate user feedback, and document and maintain software functionality.
Storage Engineer
ApplyThe Storage Engineer ensures underlying SAN storage is configured and performs optimally to meet specific application and business needs. You’ll examine capacity reviews and provide metric data to ensure that our capacity needs are met by managing multi-petabyte, multi-data center storage systems. Ideally, you are a storage environment expert with the know-how to guide development, systems engineering, and database operations teams.
Systems Engineer
ApplyThe Systems Engineer works within a team to solve complex problems, support our SaaS offering, and enhance our IT processes and systems. You will support existing, modern technologies within our full software stack—diagnosing and resolving complex hardware, software, and connectivity issues. The ideal candidate has systems operations, DevOps, and SRE experience and knows how to use technical tools and scripted solutions to automate and enhance our daily processes.
UI Designer
ApplyThe UI Designer crafts world-class user experiences and translates complex product requirements into intuitive and straightforward designs. You will collaborate with UI and UX designers, product managers, engineers, business analysts, and stakeholders to create highly polished layouts and assets that work for desktop and mobile applications. The ideal candidate understands the value of design systems and reusable patterns, is a master of mobile UI, and tirelessly advocates for exceptional user experiences.
Being part of Advisor360° and the Account Ops team is a great experience. Implementing automated processes to facilitate advisor client interaction has been exciting and personally rewarding. I look forward to building solutions for clients and being an expert in delivering robust data management processes.
Padmaja | Senior SQL Developer