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.

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Content Architect/Writer
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Featured

The Content Architect/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. 

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CRM Implementation Specialist
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The CRM Implementation Specialist is responsible for managing office-level CRM conversion projects from initial consultation to implementation, working closely with advisor offices to understand their needs, set clear expectations, gather requirements, map out a project plan, and maintain strong lines of communication. You will leverage your excellent communication skills to act as the liaison between all stakeholders.

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Data Engineer I
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The Data Engineer I role will be part of the Engineering organization and responsible for creating and maintaining widespread data processes across Advisor360°’s platform while fulfilling various client data requests. You will collaborate with team members on effective development practices, quickly diagnosing and resolving incoming bugs. Using modern approaches and tools to automate systems and processes, you will product well written, efficient, and maintainable code related to data processes and presentation.

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Data Engineer II
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The Data Engineer II role will be part of the Engineering organization and responsible for designing and implementing complex data pipeline, analytical, and transformation processes for data feeds. You will write clean, efficient code, leveraging your experience with data movement processes, various data platforms, and tooling. You will develop and implement dependable automated build and deploy processes in our CI/CD environment, using an array of technical options to solve business problems creatively and appropriately.

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Data Infrastructure Architect
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The Data Infrastructure Architect refines and implements our data infrastructure strategy. Use your experience in building an overall data infrastructure 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. 

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Data Infrastructure Engineer
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The Data Infrastructure Engineer focuses on implementing, supporting, and monitoring our core data systems and best-in-class SaaS technologies. Use your strong DevOps/SRE background to systematically design and implement scalable, highly reliable environments. Ideally, you have experience with disaster recovery replication tools, storage area networks and backups, and infrastructures and system management (Windows or Linux).

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Data Infrastructure Manager
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The Data Infrastructure 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.

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Data Platform Architect
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The Data Platform Architect is responsible for the roadmapping and design of the infrastructure aspect of our data platform technologies. You’ll manage architecture, design, and quality assurance of cloud platforms, tailoring and implementing product build-out methodologies, best practices, and standards. As a Data Platform Architect, you will be tasked with POC function on any new technologies and act as technical mentor to our engineers.

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Database Administrator
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The 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. 

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Data Platform Principal Engineer
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The Data Platform Principal Engineer is responsible for helping to define the roadmap and designing the infrastructure aspect of our data platform technologies. You will tailor and implement product build-out methodologies, best practices, and standards, leveraging your experience designing and implementing database deployment CI/CD pipelines. You will work collaboratively with peers from other business units to contribute to the long-term technical strategy.

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Front End Developer
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The 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. 

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Instructional Designer
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The Instructional Designer will work with product managers and subject matter experts to scope, design, develop, and curate learning experiences using proven adult learning principles, methodologies, and best practices. You will analyze business requirements and conduct needs assessments to support recommended learning experiences, leveraging your experience developing technology/software training and online learning solutions. You have experience with content creation tools such as Adobe Captivate as well as video and editing.

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Investment Data Product Master Analyst II
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The Investment Data Product Master Analyst II is responsible for maintaining security master/reference data pertaining to product attributes such as asset type, asset sub-type, asset category, accruals, yields, bond ratings, share class, and other product-related data in our Product Master application. As part of the Product Master team in the Investment Data Operations department, your team will ensure the integrity of all security-related characteristics and pricing information so that downstream systems have the most accurate and up-to-date information.

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Investment Data Reconciliation Analyst II
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The Investment Data Reconciliation Analyst II 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.

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iOS Developer
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The 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.  

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Implementation Analyst
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The Implementation Analyst supports Advisor360° initiatives by working closely with Implementation Leads, PMO, and internal and external stakeholders. As part of our Professional Services Team, you will create and monitor milestones, administer collaboration sites, and coordinate and document project meetings. Ideally, you are an energetic, out-of-the-box critical thinker who strives to achieve goals, learn new products, and grow within an organization.

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L1 HelpDesk Specialist
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The 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. 

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Manager, Application Development
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The 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. 

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Manager, Systems Operations
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The Manager, Systems Operations is responsible for a team supporting and integrating new client-facing services, planning and executing major system upgrades, and advanced troubleshooting. You will lead, mentor, and support a team of engineers, taking direct ownership for tracking incidents form initial response through resolution via ITIL methodologies. Manage IT operations, including implementing IT policies, procedures, and standards, to ensure timely implementations and resolutions are in alignment with company goals.

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Manager, Financial Planning & Analysis
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The Manager, Financial Planning & Analysis is responsible for providing strategic thought leadership and operational finance support, including planning, reporting, and data-driven analysis. You are a critical, collaborative thinker with an operational mindset and a proven track record of translating data to strategic insights. You will own budgeting, forecasting, and long-range planning for revenue, as well as expenses across departments and for the whole organization.

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Manager, Sustaining Engineering
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The Manager, Sustaining Engineering, is a leader within the service and support functional reporting line.
You will work directly with our Engineering team to drive quality bug fixes back into the product and offer your expertise to support our management teams. The ideal candidate has strong Engineering and SDLC skills, can develop a deep understanding of our SaaS platform and its included technologies, and has extensive experience working with internal and external teams.

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Manager, UX Design
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The 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. 

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Principal Cloud Engineer
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The Principal Cloud Engineer is responsible for contributing to the roadmapping and design of our foundational technologies. You will tailor and implement product build-out methodologies, best practices, and standards, continuously improving performance, productivity, and executions of the software organization. As the Principal Cloud Engineer, you will mentor and develop the Engineering team to enhance their architecture perspective, skills, and experience.

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Product Owner, Account Operations
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The 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. 

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Product Owner, Home Office Tools
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The 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.

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Product Owner, Insurance Solutions
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The Product Owner, Insurance Solutions is responsible for driving the definition and delivery of features within the Advisor360° product suite. You will translate product strategy and vision into prioritized feature roadmaps, detailed feature requirements, and realistic delivery plans. Leverage your experience supporting insurance, planning, reporting, analytics, and mobile applications to deliver a steady cadence of high-value features and enhancements across several critical product areas with a focus on Advisor360° insurance solutions.

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Product Owner, Compliance
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The Product Owner, Compliance is responsible for driving the definition and delivery of broker-dealer compliance features within the Advisor360° product suite. You will translate product strategy and vision into prioritized feature roadmaps, detailed feature requirements, and realistic delivery plans. Leverage your proven understanding of compliance operations to optimize feature mix and deliver peak customer experience, business value, and feature throughput.

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Software Engineer (Sustaining)
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The Software Engineer (Sustaining) 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. 

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Product Strategist - Advisor
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The 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. 

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Quality Assurance Automation Engineer
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The Quality Assurance Automation Engineer develops automated functional and workflow level Selenium WebDriver UI and API tests using Python. 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.

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Quality Assurance Engineer
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The 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.

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Senior Accountant
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We 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. 

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Senior Associate, Social Media Marketing
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The 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.

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Senior Cloud Engineer
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The 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.

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Senior Corporate Recruiter
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The Senior Corporate Recruiter is responsible for assisting in all the hiring across the company, including Engineering, Customer Success & Operations, Finance, Brand Experience, and Information Security. You will source and build pipelines across the company, owning the entire life cycle of the hiring process and partnering with hiring managers. Demonstrate your expertise in sourcing, attracting, hiring, and retaining top local talent by ensuring a fantastic candidate experience throughout the entirety of the process.

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Senior Visual Designer
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The Senior Visual Designer is responsible for the conception and design of a variety of creative assets ranging from multi-channel marketing campaigns to storyboards for video, with an emphasis on video and animation. You will execute designs for internal and external strategies, including but not limited to video, social, advertising, web, and campaigns. Leverage your ongoing curiosity of the industry and research of design trends to develop new and engaging design ideas.

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Senior Enterprise Risk Management Specialist
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The 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.

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Senior Manager, Product Marketing
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The 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.

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Senior Network Security Engineer
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The 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.

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Senior Software Engineer
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The 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.

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Senior Systems Engineer
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The 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. 

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Site Reliability Engineer
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The Site Reliability Engineer is responsible for automating infrastructure processes, updates, deployments, and incident responses. You will participate in system design consulting, platform management, and capacity planning, leveraging your software development experience and solid understanding of the OS components, performance, and fault tolerance design. You have a strong grasp of monitoring and alerting, able to spot problems, areas for improvement, and performance bottlenecks in order to better our systems and processes.

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Software Engineer I
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The 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. 

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Systems Engineer
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The 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. 

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Systems Engineer
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The Systems Engineer is responsible for the support of our core systems and processes. You will implement, maintain, monitor, and support the infrastructure and system environments while diagnosing and resolving complex hardware, software, and connectivity problems. You will assist in the development of new alert and monitoring techniques, creating documentation, runbooks, and operational standards with a focus on automation.

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Technical Project Manager
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The Technical Project Manager takes the lead in planning, executing, monitoring, controlling, and closing out projects within our Data Pipeline team. A key member of our Engineering organization, you will act as the primary point of contact for data projects and manage all cross-team and client communications. You’re an excellent fit for the role if you have exceptional organization and communication skills, an understanding of financial markets and systems, and data pipeline experience.

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UI Designer
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The 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.

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UX Research Intern
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The UX Research Intern is responsible for defining and designing user research studies, arranging and moderating feedback sessions, and compiling data with both qualitative and quantitative results and insights. You will collaborate with UX design and other functions, such as engineering, front-end development, and product owner. Leverage your passion for design, user experience, and usability to make an immediate and direct impact on the software that tens of thousands of financial advisors use daily.

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Padmaja_Charla_0674_EDITED@2x
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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

Ready to join the team? Learn about our benefits and perks.