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.
As a Senior Software Engineer, you will join a highly motivated engineering team to design, build, and evolve the next generation of SaaS based cloud‑native, high‑performance accounting system. In this role, you will take ownership of the architecture and development of .NET‑based web applications, ensuring they are scalable, secure, and optimized for enterprise‑level financial workflows.
Here’s What You’ll Do:
- Lead end‑to‑end project delivery — Drive mid‑ to large‑scale software initiatives from concept and architecture through implementation, deployment, and long‑term maintenance.
- Apply advanced engineering principles — Leverage deep technical expertise, modern design patterns, and industry best practices to build scalable, maintainable systems tailored to business needs.
- Architect robust full‑stack solutions — Demonstrate strong command of backend, frontend, and cloud technologies, ensuring cohesive system design and high‑quality code.
- Communicate technical direction clearly — Produce clear documentation, diagrams, flowcharts, and code annotations to articulate system behavior, design decisions, and implementation strategies.
- Improve and modernize existing systems — Diagnose complex issues, debug production systems, and refactor or enhance legacy components to improve performance, reliability, Observability and maintainability.
- Deliver and validate software — Implement features, gather user and stakeholder feedback, and iterate to ensure solutions meet functional and non‑functional requirements.
- Maintain high‑quality documentation — Ensure comprehensive, up‑to‑date documentation that supports onboarding, maintenance, and future development.
- Own technical decisions — Take responsibility for architectural choices, trade‑offs, and long‑term technical strategy with a strong sense of accountability.
- Influence team direction — Contribute to shaping engineering standards, tooling, and processes to drive team efficiency and product quality.
- Collaborate and mentor — Partner with cross‑functional teammates, promote best development practices, and foster a culture of professionalism, knowledge‑sharing, and continuous improvement.
What You Bring to the Table:
- 10+ years of enterprise software development — Extensive experience designing and building large‑scale web applications integrating relational databases, RESTful services, and cloud‑native components.
- Advanced .NET service development — Hands‑on expertise creating secure, scalable REST APIs using .NET and modern architectural patterns.
- Full‑stack cloud‑native development — Proven track record delivering full‑stack solutions leveraging Angular, .NET, SQL Server, and Azure services.
- Front‑end architecture with Angular — Enhance and extend Angular single‑page applications to support complete end‑to‑end business workflows.
- Database engineering — Skilled in developing and debugging complex stored procedures, optimizing SQL performance, and working with ADF and SSIS for data integration.
- Azure cloud expertise — Strong hands‑on experience building, deploying, and maintaining cloud applications using Azure services and infrastructure.
- Technical leadership — Demonstrated ability to lead teams, provide architectural guidance, mentor engineers, and drive successful project outcomes.
- End‑to‑end SDLC ownership — Experience leading concept development, architecture, detailed design, scoping, planning, implementation, testing, documentation, delivery, and ongoing maintenance.
- Engineering excellence — Deep understanding of coding standards, code reviews, source control, CI/CD, automated testing, and operational best practices.
- DevOps proficiency — Skilled in Azure DevOps or GitHub for CI/CD pipelines, release automation, and Git‑based version control.
- Integrated AI tools into development workflows to accelerate code generation, improve test coverage, automate documentation, and enhance debugging efficiency.
- Industry domain knowledge — Experience in Financial Accounting, Fee Billing, Fintech, or Wealth Management is preferred.
- Collaborative and independent work style — Able to operate autonomously while contributing effectively within cross‑functional teams.
- Strong communication & problem‑solving — Adept at breaking down complex issues and communicating solutions clearly to technical and non‑technical stakeholders.
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 $154k–$177k + 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
- 10+ years of enterprise software development experience
- Advanced .NET service development
- Full-stack cloud-native development
- Front-end architecture with Angular
- Azure cloud expertise
- Technical leadership experience
- Experience with Azure DevOps or GitHub
- Industry domain knowledge in Financial Accounting, Fee Billing, Fintech, or Wealth Management
Advisor360 Compensation & Benefits Highlights
-
Healthcare Strength — Aetna medical options with wellness perks, plus dental up to $2,000 with orthodontia, vision, company‑paid short/long‑term disability, and life insurance at 2× salary are highlighted. Mental‑health and wellbeing resources are also emphasized.
-
Retirement Support — A 401(k) match of $0.50 per $1 up to 10% of pay is offered, with employer match fully vested after one year. Feedback suggests this provides a solid foundation alongside broad investment options.
-
Leave & Time Off Breadth — “Unlimited” PTO is advertised alongside paid holidays, volunteer time off, and hybrid flexibility. Company events and on‑site perks support time away and balance.
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
Gallery
Advisor360 Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.













