Advisor360°

HQ
Needham
Total Offices: 3
720 Total Employees
571 Product + Tech Employees
Year Founded: 2019

Jobs at Advisor360°

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Recently posted jobs

6 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
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.
One Month AgoSaved
Remote
United States
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
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.
One Month AgoSaved
In-Office or Remote
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
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.