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 looking for a hands-on ServiceNow Platform Manager to own, evolve, and harden our ServiceNow platform. This role sits at the intersection of architecture, development, and delivery, with direct accountability for production stability, technical quality, and scalable outcomes.
You will collaborate across multiple teams and stakeholders to translate business needs into reliable, secure, and maintainable ServiceNow solutions.
Here’s What You’ll Do:
- Own the ServiceNow platform end-to-end, including architecture, configuration, upgrades, releases, and production stability.
- Provide people leadership and technical direction for ServiceNow engineers and contributors, including coaching, prioritization, and day-to-day guidance.
- Design, build, and refactor solutions using server-side and client-side scripting, Flow Designer, and integrations.
- Enforce best practices across Flow architecture, scripting, table design, security, performance, scalability, and upgrade safety.
- Lead production releases, upgrades, and major incident / crisis handling.
- Drive process migrations and platform transitions (e.g., Catalog → CSM).
- Own Knowledge Management (KB) strategy, including structure, lifecycle, governance, and alignment with CSM and self-service.
- Collaborate on backlog and sprint management, including requirements refinement, prioritization, estimation, sprint planning, and delivery readiness.
- Perform technical quality gates, including code reviews, Flow and logic reviews, and Update Set validation.
- Maintain platform governance, standards, and overall technical quality.
What You Bring to the Table:
- 5+ years of strong hands-on ServiceNow development and administration experience.
- Proven experience in a people management role, with a track record of leading, coaching, and developing high-performing technical teams.
- Server-side scripting (Script Includes, Business Rules, Scheduled Jobs, Glide APIs).
- Client-side scripting (Client Scripts, UI Policies, UI Actions).
- Deep understanding of ACLs, roles, and data access models.
- Experience with Flow Designer (architecture, performance, maintainability).
- Strong knowledge of table design, relationships, and data modeling.
- Proven experience with system upgrades, patching, and release management.
- SSO/authentication experience (SAML, OAuth).
- Experience working with ITSM and CSM; basic familiarity with ITOM is a plus.
- Experience and familiarity with REST / webhook–based integrations; Jira integration experience is a plus.
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 $120,000-$137,000 + 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.
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.
Advisor360 Compensation & Benefits Highlights
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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.
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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.
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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.
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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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