Principal Solutions Specialist (SME) – Data & Reporting (RIA)

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. 

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

We are seeking a Principal Solutions Specialist (SME) – Data & Reporting (RIA) to bring deep expertise in performance reporting, data management, and client reporting workflows within the RIA ecosystem.

This role is ideal for someone who has built their career in RIA operations, performance reporting, or data management, with hands-on experience using platforms such as Addepar, Tamarac, Orion, or Black Diamond. As a subject matter expert, you will help bridge the gap between how RIAs manage data and reporting today and how modern platforms can simplify, scale, and elevate those capabilities.

Working closely with our Field CTO, client-facing teams, product, and engineering, you will play a key role in shaping both client solutions and the evolution of Advisor360°’s data and reporting capabilities.

Here’s What You’ll Do:   

• Serve as a subject matter expert on RIA data and reporting workflows, including performance reporting, client reporting deliverables, and the operational processes that support them.
• Bring hands-on experience from platforms such as Addepar, Tamarac, Orion, and Black Diamond to inform how Advisor360° evolves its reporting and data capabilities.
• Partner with the Field CTO and client-facing teams to support strategic client engagements, solution design, and platform discussions related to reporting and data workflows.
• Help bridge the gap between RIA operational reporting processes and platform capabilities, translating real-world workflows into scalable solutions.
• Provide guidance on data aggregation, reconciliation, and data quality management, ensuring reporting accuracy across portfolios, households, and client accounts.
• Apply experience working with custodial data feeds and integrations (e.g., Schwab, Fidelity, Pershing) to ensure data integrity across sources.
• Collaborate with product and engineering teams to translate reporting requirements into product insights that shape platform innovation.
• Provide expertise in building and maintaining reporting templates, dashboards, and custom client reports, enabling firms to deliver high-quality reporting experiences.
• Define and promote best practices for performance reporting, household-level reporting, and client reporting workflows.
• Participate in client workshops, discovery sessions, and solution design discussions focused on data architecture and reporting needs.

What You Bring to the Table:  

• 7–12+ years of experience in the RIA, wealth management, or investment operations ecosystem, focused on reporting, performance reporting, or data management.
• Hands-on experience with RIA reporting platforms such as Addepar, Tamarac, Orion, or Black Diamond.
• Strong understanding of performance reporting methodologies, including time-weighted returns (TWR), money-weighted returns (IRR), and household-level reporting.
• Experience with data reconciliation processes, ensuring accuracy across custodians, portfolio accounting systems, and reporting platforms.
• Familiarity with custodial integrations and data feeds from providers such as Schwab, Fidelity, and Pershing.
• Experience with data aggregation, normalization, and transformation processes supporting reporting accuracy.
• Proven ability to build custom reports, dashboards, and client-facing reporting outputs.
• Strong understanding of how RIAs use reporting to support client communication, transparency, and portfolio insights.
• Ability to translate operational workflows into product requirements and platform capabilities.
• Strong communication skills with the ability to engage both technical teams and RIA operational 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: Why You’ll Love Working With Us:   

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 $ 176,000-190,274 + bonus & 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.

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.