Teams at Advisor360

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.

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.

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.