Jobs at Advisor360

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.

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

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.

Design, build, and operate platform systems powering CI/CD, deployment automation, Kubernetes infrastructure, and internal tooling. Develop backend platform APIs (.NET/Python), integrate enterprise workflows, improve observability (Dynatrace, ELK), build an Angular self-service portal, participate in on-call rotations, embed AI into developer workflows, and mentor engineers to improve platform reliability and scalability.

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.

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.

Own technical success for a portfolio of enterprise and mid-market wealth-management clients. Advise on architecture and integrations, lead onboarding and release readiness, manage escalations, monitor platform health, drive adoption, and represent client technical needs to Product and Engineering.

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 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.

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.

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.