Jobs at Advisor360°

Provide proactive technical support to internal users by resolving hardware, software, network, account, and access issues. Install and configure devices and software, support onboarding, document solutions, train users, and maintain knowledge resources. The role also assists with software deployment, Google Workspace and Slack administration, and mentoring less experienced team members while meeting response, resolution, satisfaction, and documentation targets.

Chief Marketing Officer responsible for Advisor360°’s brand, positioning, go-to-market strategy, demand generation, communications, and marketing organization. The role partners with executive, sales, product, data, and growth teams to drive pipeline and revenue. Responsibilities include building an AI-native marketing function, managing budget and KPIs, leading experimentation, developing thought leadership, overseeing PR and analyst relations, and representing the company with industry stakeholders.

Own full enterprise sales cycles for Advisor360°'s WealthTech SaaS, building C-suite relationships, aligning platform solutions to client needs, collaborating with Sales Engineering/Product/Marketing, influencing pricing and deal structure, and consistently achieving quarterly and annual revenue targets.

Full-cycle quota-carrying sales role selling Advisor360°'s platform to mid-market wealth management firms. Manage discovery, demos with Sales Engineering, proposals, negotiations, and closes. Build relationships with RIAs and broker-dealers, maintain pipeline and forecasts, collaborate with Marketing, and maintain CRM and sales engagement data while meeting revenue targets.