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.
Advisor360° is hiring a Senior Data Quality Engineer to ensure the quality, accuracy, and reliability of enterprise data platforms, transformation pipelines, and software applications. This role partners closely with Data Engineering, Software Engineering, Product, and Business teams to define testing strategies, build scalable automation solutions, and drive quality best practices across the organization.
Here’s What You’ll Do:
- Lead QA efforts across software and data engineering initiatives.
- Define testing strategies, quality standards, and best practices.
- Design, develop, and maintain automated test frameworks and regression suites.
- Validate ETL/ELT pipelines, data transformations, and data warehouse solutions.
- Develop automated data quality checks and reconciliation processes.
- Perform end-to-end testing of APIs, applications, and data products.
- Analyze large datasets using SQL to identify defects, anomalies, and data quality issues.
- Collaborate with engineers to ensure adequate test coverage and quality throughout the development lifecycle.
- Lead troubleshooting, root cause analysis, and issue resolution activities.
- Participate in release validation, sprint planning, backlog refinement, and other Agile ceremonies.
- Mentor team members and contribute to continuous improvement initiatives.
What You Bring to the Table:
- 5+ years of experience in Quality Engineering, Data Quality Engineering, or Software Testing.
- Strong experience with SQL, database testing, and data validation.
- Experience testing ETL/ELT processes, data transformations, and cloud data platforms.
- Experience with SQL and relational databases; experience with Snowflake and MySQL is preferred.
- Experience with dbt is highly preferred.
- Experience with data quality/observability tools like Monte Carlo, Sifflet
- Strong programming skills in Python and test automation frameworks.
- Experience testing REST APIs using tools such as Postman and Swagger.
- Experience building and maintaining scalable automation frameworks.
- Familiarity with GitHub, Bitbucket, and CI/CD pipelines.
- Experience using AI-assisted development and testing tools such as Copilot and Augment.
- Strong analytical, troubleshooting, and problem-solving skills.
- Experience leading QA initiatives and driving quality best practices.
- Knowledge of Agile/Scrum methodologies.
- Financial services or fintech experience is a plus.
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.
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.
The estimated base salary range for this position is $134,000 – $156,000 + 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 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.
Skills Required
- 5+ years of experience in Quality Engineering, Data Quality Engineering, or Software Testing.
- Strong experience with SQL, database testing, and data validation.
- Experience testing ETL/ELT processes, data transformations, and cloud data platforms.
- Experience with SQL and relational databases.
- Experience with Snowflake and MySQL.
- Experience with dbt.
- Experience with data quality/observability tools like Monte Carlo and Sifflet.
- Strong programming skills in Python and test automation frameworks.
- Experience testing REST APIs using tools such as Postman and Swagger.
- Experience building and maintaining scalable automation frameworks.
- Familiarity with GitHub, Bitbucket, and CI/CD pipelines.
- Experience using AI-assisted development and testing tools such as Copilot and Augment.
- Strong analytical, troubleshooting, and problem-solving skills.
- Experience leading QA initiatives and driving quality best practices.
- Knowledge of Agile/Scrum methodologies.
- Financial services or fintech experience.
- Hybrid role requiring three days per week onsite in Needham, MA.
- Applicants must reside in one of the authorized US states at time of hire and throughout employment.
Advisor360 Compensation & Benefits Highlights
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Healthcare Strength — Multiple Aetna medical plan options, employer‑paid short‑ and long‑term disability at 66.67% of salary, and company‑paid basic life insurance at 2× salary indicate robust protection. Vision and dental coverage are included, with the employer subsidizing part of the premium.
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Retirement Support — A 401(k) match of $0.50 per dollar up to 10% of base pay and access to HSAs/FSAs underscore strong retirement and savings support. The package is complemented by tax‑advantaged accounts that enhance long‑term savings.
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Leave & Time Off Breadth — Flexible/unlimited vacation with a required minimum and 10 company holidays expands formal time‑off access. Parental leave is administered through Massachusetts PFML with additional internal coverage for eligible employees.
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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