Jobs at Advisor360

As a Senior Software Engineer, you'll lead software projects, develop cloud-native solutions using .NET and Angular, and guide the engineering team in best practices.

Perform outbound prospecting (email, LinkedIn, cold calls), qualify inbound/outbound leads, schedule meetings for Account Executives, research decision-makers at RIAs and broker-dealers, use consultative selling to uncover pain points, and track activity in CRM and sales engagement tools while partnering with sales, product, and marketing.

Lead data and software QA for enterprise data platforms: define testing strategy, build automated test frameworks, validate ETL/ELT and data transformations, run data quality checks and reconciliations, test APIs and data products, analyze datasets with SQL to find defects, drive root-cause resolution, participate in Agile ceremonies, and mentor team members to improve quality practices.

Maintain and improve Advisor360°'s SaaS platform by diagnosing complex issues, optimizing performance and availability, designing serviceability tooling, and collaborating with Engineering, QA, DevOps, and Infrastructure. Mentor teammates, ensure coding standards, participate in on-call rotations, and support global infrastructure deployment and scalability.

Responsible for the product strategy and delivery of advisor-facing AI products, ensuring alignment with user needs and firm goals through deep customer understanding and cross-functional collaboration.

As a Software Automation Engineer II, you will build and test tools, automate systems, collaborate with stakeholders, create test plans, and resolve issues in a hybrid-cloud environment.

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.

The RevOps Analyst will design and improve sales processes, manage HubSpot execution, create dashboards, and collaborate with Finance to enhance revenue operations.

Lead the Total Rewards strategy, manage compensation design, ensure pay equity, oversee HR operations, and partner across the business to align HR initiatives with company goals.

As a DevOps Engineer, oversee infrastructure for AI systems, manage Kubernetes clusters, GitOps pipelines, deployment strategies, security posture, and platform reliability. Collaborate with feature teams to enhance developer experience and manage infrastructure costs.

Lead technical onboarding and solution architecture for enterprise wealth management clients. Translate client goals into platform designs, manage integrations (CRM, data warehouse, APIs), drive adoption, mentor delivery teams, influence product strategy, and ensure successful handoffs to Client Success.

Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.

Lead the engineering architecture for an AI-driven product, focusing on system design, collaborating with AI agents, and ensuring quality and scalability in large-scale SaaS environments.

Lead product ownership for an AI-native portfolio, defining user needs, creating product specifications, and driving measurable outcomes for financial advisors.

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.

The Data Platform Engineer II role involves automating data infrastructure, scaling analytics platforms, and ensuring system reliability and security. Key responsibilities include managing CI/CD pipelines, configuring secure networking, and collaborating with Data & Analytics teams to optimize performance.