Solution Architect

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 customer-focused Solution Architect to join our team. This role supports the functional and technical implementation of Advisor360° solutions, with a focus on client onboarding. The position requires a mix of financial industry knowledge, technical expertise, and strong communication skills to deliver a smooth, high-quality client experience.

As an Onboarding Solution Architect, you will work directly with client stakeholders and internal teams to understand business needs, configure solutions, complete onboarding workbooks, and guide clients through complex concepts such as account opening and compliance requirements. This role is hands-on and detail-oriented, balancing multiple priorities to ensure a consistent and professional onboarding process.

Here’s What You’ll Do:   

• Customer Implementation: Support onboarding of new clients by managing assigned modules, configuration tasks, and transition to ongoing support.
• Configuration Workbooks: Create, maintain, and review data collection templates; collaborate with clients to ensure accurate and timely completion.
• Solution Support: Identify gaps in standard implementations and assist with designing practical solutions. Provide clear documentation and walkthroughs.
• Client Training and Walkthroughs: Explain platform capabilities in simple, actionable terms to ensure clients can navigate and adopt effectively. Develop and deliver client specific training to Home Office staff
• Technical Liaison: Act as a bridge between clients and internal product/technical teams, ensuring alignment on capabilities and timelines.
• Collaboration: Partner with sales, product, and support to ensure seamless client experiences and escalate issues when needed.
• Reporting: Provide clear updates on engagement status to clients and internal leadership.
  

What You Bring to the Table:  

• Bachelor’s degree in Business, Finance, IT, or related field.
• 5–10 years of experience in a consulting, implementation, or technical onboarding role
• • Background in financial services, insurance, or wealth advisory technology.
• Familiarity with financial services concepts such as custodians, trading, or account performance.
• Strong problem-solving and attention to detail, with the ability to manage multiple onboarding projects.
• Excellent communication skills, with the ability to explain technical concepts to non-technical stakeholders.
• Comfortable delivering client training and demos.
• Preferred Qualifications
• • Direct experience with enterprise wealth management platforms.
  • PMP or similar certification 

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 $ 102,500 - 130,000 + 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. 

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.