Advisor360

HQ
Needham, Massachusetts, USA
500 Total Employees
Year Founded: 2019
Jobs at Advisor360
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Recently posted jobs

4 Hours AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Senior Software Engineer will lead technical initiatives, ensure adherence to coding standards, and mentor team members while contributing to large-scale projects and enhancing engineering practices.
3 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Lead enterprise onboarding for clients in financial services, translating needs into solutions, overseeing integrations, and mentoring teams to ensure successful adoption.
3 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
As a Customer Success Manager, you will onboard clients, manage strategic relationships, drive product adoption, monitor client health, and advocate for clients internally while conducting training sessions.
4 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The VP of Corporate Development will lead strategic growth initiatives through M&A, partnerships, and investments, collaborating with executives to shape the company’s expansion and integrate new technologies.
4 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Lead and grow a team of engineers to build low latency data pipelines, ensuring reliable services across users while collaborating with technical and non-technical stakeholders.
8 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Software Automation Engineer III will enhance quality through automation in a hybrid-cloud environment, collaborating with teams to prevent bugs and improve systems.
10 Days AgoSaved
In-Office or Remote
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
As a Mid-Market Account Executive, you'll manage the full sales cycle for mid-sized wealth management firms, focusing on building relationships and closing deals on Advisor360°'s SaaS platform.
10 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
As a Relationship Manager, you'll build and expand senior-level relationships within broker-dealers, support sales cycles, and represent the company at industry events.
12 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Director of Customer Success will enhance enterprise client relationships, ensure adoption of software, manage complex programs, and advocate for customer feedback, all while achieving strategic business outcomes.
14 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Principal Product Manager will oversee product planning and marketing, manage the product lifecycle, and engage with customers while ensuring alignment with company strategy and goals.
14 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Digital Marketing Manager will lead outbound marketing efforts, executing campaigns across channels, tracking performance metrics, and ensuring compliance while collaborating with various teams to drive demand for Parrot AI.
14 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Solutions Engineer partners with sales teams to engage clients, deliver product demos, and align solutions with client needs, ensuring technical feasibility in a B2B SaaS environment.
14 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The VP of RIA Segment Marketing will lead Advisor360°'s RIA marketing, building strategies to enhance brand presence and drive growth through data-driven campaigns and compelling content.
14 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Field CTO serves as a senior technical advisor to enterprise clients in wealth management, aligning technology strategies with business outcomes and influencing decisions across technology narratives and platform strategies.
15 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
As a Business Development Representative, you'll conduct outbound prospecting, educate prospects about AI-driven insights, and qualify leads to support sales efforts.
15 Days AgoSaved
In-Office or Remote
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
As an Enterprise Account Executive, you will sell solutions to large organizations, engage with C-suite stakeholders, and drive strategic partnerships in wealth management.
20 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The VP of Sales at Advisor360° will develop and execute enterprise sales strategies, lead complex sales cycles, and build client relationships to drive revenue growth in the fintech sector.
23 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Senior Software Engineer will architect and evolve shared components for multiple product teams, improve team velocity, and ensure customer-centric engineering while adhering to best practices in performance and accessibility.
24 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Social Media Manager will develop and execute strategies to enhance brand presence on social media, manage content, and drive engagement across platforms, while collaborating with marketing, sales, and HR teams.
10 Days AgoSaved
Remote
United States
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Lead the full-cycle sales process for strategic enterprise clients in wealth management, focusing on relationships with C-suite stakeholders and closing seven-figure deals.