Forward-Deployed Engineering Leader (Hands-on AI)

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 Remote (U.S.) - with significant client-facing travel.
As a Forward-Deployed Engineering Leader, you won’t just implement solutions-you’ll define them. We embed directly with our clients-some of the largest and most complex wealth management institutions in the U.S.-to tackle their toughest challenges: messy data pipelines, rigid compliance workflows, clunky legacy tech. You’ll lead small, high-talent teams in the field, architect clean solutions under pressure, and push them to production-fast.
This isn’t a role where you follow a playbook. It’s where you write one…From day one.

This is a technical role, engineer first, product-savvy second. You will live in code, debug edge cases in production, talk API's and architecture fluently with backend and data teams while collaborating directly with client or advisor workflows to shape product direction.

This role demands deep comfort with agent frameworks, semantic retrieval, embeddings, or autonomous orchestration.

• Lead + Build: Grow and mentor a team of forward-deployed engineers obsessed with speed and precision.
• Embed with Clients: Work side by side with executives, operators, and end-users to uncover the hardest problems and design real solutions.
• Stay Hands-On: Architect systems, ship code, debug, and deploy into production-you set the standard.
• Shape the Product: Partner with core engineering and product teams to feed frontline insights directly into the roadmap.
• Operate at the Edge: Define and refine how we deploy, measure, and sustain impact in the field.
• Advise at the Highest Levels: Build trusted relationships with CIOs, CTOs, and COOs-helping shape the future of wealth management technology.

• 8+ years of software engineering, including 3+ in forward-deployed, customer-facing, or technical consulting roles.
• Proven leadership experience building and scaling high-performing engineering teams.
• Fluency in modern languages (Python, Java, Go, C++, etc.) plus strong systems design + architecture skills.
• AI/ML, big data, or distributed systems expertise (must-have, not just nice-to-have).
• Communication dexterity: you can shift seamlessly between deep technical detail and big-picture business outcomes.
• Adaptability: thrive in ambiguity, pivot quickly, and deliver under pressure.
• Willingness to travel regularly to customer sites across the U.S.

Why This Role Matters

We’re at an inflection point. Our platform already powers thousands of advisors-but we’re just getting started. This role demands a rare mix of skills: systems-level thinking, frontline product judgment, and leadership under uncertainty.

You’ll be part technologist, part operator, part strategist-solving problems that most engineers will never touch. If you’re tired of shipping features no one uses-or working on infrastructure without purpose-this is your chance to lead with urgency, build with craft, and deliver real-world impact at scale.

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: Why You’ll Love.

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 $212,000-$273,000 + bonus & 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. 
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 transfer 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.