At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.
We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.
This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.
We are seeking a highly organized, execution-oriented Director of Engineering - Agentic Infrastructure to lead the "how" behind our AI engineering.
In this role, you do not need to be an AI researcher or machine learning expert. Instead, we are looking for a powerhouse of delivery, collaboration, and organizational leadership. Your primary focus will be building the scaffolding, infrastructure, and team culture required to bring complex AI and agentic systems to production. You will guide technical implementation decisions, drive our compute and evaluation strategies, and ensure cross-functional alignment so that our engineering teams can build reliable, high-performing AI features at scale.
Here’s What You’ll Do:
- People Leadership & Organization
- Team Management: Provide direct management, mentorship, and support to key engineering leaders and individual contributors
- Global Alignment: Provide both direct and matrixed technical direction and oversight for our US and Global team (Belfast and India)
- Culture & Talent: Build and nurture a high-performing, execution-focused AI engineering culture.
- Growth: Own hiring, performance management, career development, and the retention of senior technical talent within your organization.
- AI Engineering Execution & Delivery
- Roadmap Ownership: Take full ownership of the AI engineering roadmap execution, ensuring predictable, on-time delivery.
- Quality & Reliability: Establish standards to guarantee the quality, performance, and uptime of our agentic and AI systems in production.
- Technical Direction: Guide technical architecture and implementation decisions for scaling AI infrastructure.
- Execution: Act as the ultimate blocker-remover. Streamline processes, untangle dependencies, and relentlessly drive execution.
- AI Platform & Infrastructure Strategy
- Resource Management: Define and execute our AI infrastructure strategy, encompassing compute optimization, cost management, and QA/Evaluation frameworks.
- Strategic Decisions: Lead "build vs. buy" analysis for AI engineering tools, frameworks, and foundational model access.
- Best Practices: Establish and enforce technical standards, guardrails, and best practices for AI software development across the organization.
- Cross-Functional Partnership
- Product: Partner tightly with Product Management to prioritize AI features, balance tech debt with innovation, and align engineering realities with product vision.
- Data: Collaborate deeply with Data Engineering teams to ensure the reliability, quality, and pipeline efficiency of the data feeding our AI systems.
- Go-to-Market: Support Sales and Customer Success teams by acting as an internal expert on our technical AI capabilities, infrastructure, and roadmap.
- Security: Align rigorously with the Security and Compliance teams to guarantee AI system safety, data privacy, and regulatory adherence.
What You Bring to the Table:
- Execution Over Theory: You are a delivery-focused engineering leader. You know how to take a complex roadmap, break it down, and ship reliable software. You do not need to write foundational ML models, but you must know how to build the infrastructure that runs them.
- Leadership Experience: Proven track record of managing distributed teams, including managing managers and senior staff-level engineers.
- Systems Thinking: Deep experience with cloud infrastructure, complex backend systems, compute cost-optimization, and scalable architecture.
- Collaborative Powerhouse: Exceptional communication skills with the ability to bridge the gap between highly technical engineering teams, product managers, and business stakeholders.
- Decisiveness: Strong analytical skills for making tough build vs. buy decisions and setting pragmatic technical standards.
- We move fast: While we do have award winning existing platforms, we’re acting like a 0 to 1 startup on the AI front so you’ll need to be comfortable with a fast page, ambiguous environment
Why You’ll Love Working With Us:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:
The estimated base salary range for this position is $253,000-294,000 + bonus and equity.
Advisor360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
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What We Do
Advisor360° is a fintech company that helps wealth management firms deliver better experiences to financial advisors and their clients. We offer an integrated technology platform that brings together portfolio management, CRM, digital onboarding, compliance tools, and client portals in one place. Our cloud-based solution, powered by AI-driven insights, connects advisors with the data and tools they need to grow their practices while giving end clients a seamless digital wealth management experience. We serve major broker-dealers and independent RIAs across the country, supporting advisors who manage billions in assets and helping transform how the financial services industry operates. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.
Why Work With Us
A360 is built for: Builders who want to create industry-defining products Problem solvers who see obstacles as puzzles, not roadblocks High performers who want to work with other high performers Lifelong learners who are never satisfied with their current skill level Mission-driven individuals who want their work to matter
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Employees engage in a combination of remote and on-site work.