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.
In this role you will be the product owner for Advisor360°'s data fabric, the trust infrastructure that connects household relationships, account structures, and advisor context across the platform. Your job is to deepen that foundation: strengthening governance, quality, and product discipline as AI capabilities scale.
- Own the product strategy and roadmap for the data fabric's evolution, including data product contracts, lineage, metadata management, and quality observability
- Define what a "certified data product" means at Advisor360° and build the lifecycle to support it from registration through retirement
- Extend the fabric's governance model so domain teams can own their source-of-truth systems while the Data Fabric team provides shared standards, tooling, and quality frameworks
- Shape canonical data models, enriched entities, and AI-ready representations that ML and GenAI systems consume, building on the existing household and relationship models
- Champion developer experience across the data platform: APIs, MCPs, documentation, onboarding, and self-service access
- Partner with Compliance and Legal to ensure data governance meets the auditability, explainability, and regulatory standards required in wealth management
- Own vendor relationships and integration strategy for metadata management and data observability tooling
Product teams across Advisor360° build AI-powered features, and those features depend on Data Science and ML models. The engineers who build and maintain those models sit on your team. You manage that supply side.
- Manage prioritization and capacity for DS/ML engineering work across product teams, ensuring the team builds, retrains, and maintains the right models at the right time
- Own the operational health of DS/ML models in production, monitoring for drift, data quality degradation, and performance changes that product PMs may not have visibility into
- Partner with product PMs to translate their feature requirements into DS/ML engineering work; they define what "good" means for their users, and you ensure the models underneath reliably deliver on their intended outcomes
- Drive adoption of shared observability, validation, and monitoring tooling that gives product teams and leadership visibility into model behavior
- Provide clear reporting on DS/ML capacity, operational risk, and model health for Product, Engineering, and Executive leadership
Product PMs own quality and release decisions for their features. Your job is to make sure the DS/ML dependencies they rely on stay well-built, well-monitored, and never quietly degrade beneath them.
Cross-Functional Leadership- Act as the single product interface for the Data Fabric team, coordinating across Data Science, AI Engineering, Platform Engineering, and domain product teams
- Drive alignment on prioritization and sequencing across teams that have historically operated independently
- Guide and mentor other Product Managers on data-informed practices, evaluation thinking, and working with technical platform teams
Core Requirements
- 7+ years of product management experience, with meaningful time on data platforms, data governance, developer tooling, or infrastructure products, ideally including experience scaling an existing platform through a major capability evolution
- Experience driving adoption of platform capabilities across teams that did not ask for them. You know that the hardest part of a data platform is not building it; it is getting people to use it
- Strong enough technically to hold your own in architectural discussions about data modeling, lineage, pipeline design, and system dependencies. You’re a builder that knows when something is wrong
- Working familiarity with the data and AI landscape: you understand how ML, LLMs, RAG, and agentic systems consume data, even if you have not built them
- Experience defining quality criteria and evaluation frameworks for data or ML systems
- Highly analytical, with the ability to bring structure to ambiguous, high-stakes problems where the right answer is not obvious
- Proven ability to influence senior leadership and align teams around complex, cross-cutting initiatives without positional authority
- Clear, precise communicator who can translate between engineering depth and executive context
- Data-fluent: comfortable with SQL, BI tooling, and using quantitative evidence to make product decisions
Strongly Preferred
- Experience in financial services, wealth management, or another highly regulated industry (fintech, healthcare, legal tech) where compliance and auditability serve as design constraints, not afterthoughts
- Experience standing up or operating a data governance function: data catalogs, data contracts, metadata management, data quality programs
- Familiarity with the modern data stack (Snowflake, dbt, and comparable tooling) and data observability platforms
- Experience working with federated or domain-oriented data ownership models
Why You’ll Love Working With Us:
It’s not just about work—it’s about building a career and enjoying the ride!
The estimated base salary range for this position is $175,000-$225,000 + 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.
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.
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 transfer 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.
Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.
Should you have any questions regarding the application process, please contact Advisor360 at [email protected]
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Advisor360 Needham, Massachusetts, USA Office
400 1st Avenue, Needham, MA, United States, 02494
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