Advisor360

HQ
Needham
500 Total Employees
400 Product + Tech Employees
Year Founded: 2019

Advisor360 Offices

Advisor360 is headquartered in Needham.

Hybrid Workplace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week

U.S. Office Locations

HQ

Needham

400 1st Avenue, Needham, MA, United States, 02494

Recently posted jobs

6 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
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.
9 Days AgoSaved
In-Office
Needham, MA, USA
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Hands-on L3 support engineer responsible for troubleshooting and debugging code-level issues, performing deep log and trace analysis, reproducing complex bugs, partnering with R&D/QA/Product, creating documentation, participating in a 24x7 on-call rotation, and delivering clear customer-facing technical guidance.
9 Days AgoSaved
Remote
United States
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
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.