Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.
With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.
Join us at a pivotal moment: we're a team of builders and innovators re architecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.
As an Enterprise Account Executive, you’ll focus on selling our full suite of solutions to large, complex organizations. You’ll engage with mid-level and C-suite stakeholders, navigate long sales cycles, and drive strategic partnerships that shape the future of WealthTech. This is a high-impact, high-visibility role for someone who’s equal parts strategist, closer, and trusted advisor.
Here’s What You’ll Do:
- Own and drive the full enterprise sales cycle—from prospecting and qualification to proposal, negotiation, and close
- Build and nurture relationships with executive decision-makers at top-tier wealth management firms
- Understand complex business challenges and align Advisor360°’s platform to deliver measurable impact
- Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor messaging and demos
- Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
- Consistently achieve (and exceed) quarterly and annual revenue targets
What You Bring to the Table:
- 6+ years of experience in enterprise or B2B sales, with a strong track record in financial services or adjacent industries.
- Demonstrated success building relationships and driving growth with RIAs, broker-dealers, or financial institutions — navigating long sales cycles and multi-stakeholder decision-making.
- Ability to bring existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate access to key decision-makers.
- Deep understanding of wealth management platforms with the ability to translate complex solutions into clear client value.
- A consultative, strategic mindset — you can simplify complexity and deliver a compelling narrative that resonates with advisors, executives, and operations teams alike.
- Comfortable in fast-changing environments; you thrive in ambiguity and bring structure by building scalable processes and playbooks.
- Experience in a startup or high-growth company is a big plus, showing adaptability and a bias for action.
If you're ready to lead big conversations, close transformational deals, and represent a product that truly changes how enterprise firms operate, let's talk.
Why You’ll Love Working Here:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:
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.
The estimated base salary range for this position is $150,000 - $174,000 + commission 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.
Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.
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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.
As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.
Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.
#LI-REMOTE
Skills Required
- 6+ years of enterprise or B2B sales experience, preferably in financial services or adjacent industries.
- Proven success building relationships and driving growth with RIAs, broker-dealers, or financial institutions; navigating long sales cycles and multi-stakeholder deals.
- Existing senior-level relationships across Registered Investment Advisors (RIAs) and Broker-Dealers to accelerate access to decision-makers.
- Deep understanding of wealth management platforms and ability to translate complex solutions into clear client value.
- Consultative, strategic selling mindset with ability to simplify complexity and deliver compelling narratives to executives and operations teams.
- Comfortable in fast-changing environments; ability to build scalable processes and playbooks.
- Experience in a startup or high-growth company.
- Must reside in one of the authorized U.S. states at time of hire (CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA).
- Must be permanently eligible to work for any employer in the United States; employer is unable to sponsor or transfer employment visas at this time.
What the Team is Saying
Advisor360° Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as broad, with multiple Aetna medical options, dental and vision, HSA eligibility, and company‑paid short‑ and long‑term disability plus life insurance. Wellness programs, fitness reimbursements, and mental‑health resources further strengthen this area.
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Retirement Support — The 401(k) plan is considered competitive, with a match structure cited at $0.50 per dollar up to 10% and full vesting after one year. Additional financial‑wellness perks, such as investment resources, support long‑term security.
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Leave & Time Off Breadth — Time off is portrayed as generous, combining flexible/unlimited PTO, paid holidays, sick time, and volunteer time, alongside a hybrid/flexible work setup. The culture is often described as encouraging employees to take time, including periodic longer breaks.
Advisor360° Insights
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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Advisor360° Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our hybrid policy requires employees to work a minimum of 3 days onsite in our Needham headquarters and a minimum of 2 days onsite in our Bangalore office.
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