Solution Engineer

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 can be remote or hybrid onsite 3 days a week in our Needham, MA location.

We are looking for a Sales Engineer to join our growing go-to-market team. In this role, you’ll partner with Account Executives to help prospective clients understand how the Advisor360° platform solves their challenges, supports their workflows, and drives business outcomes. You’ll play a critical role throughout the sales process—from discovery and technical consultation to product demonstrations and RFP support.

This is a great opportunity for a technically-minded professional with a background in SaaS and a passion for translating complex solutions into clear business value. A background in financial services or fintech is a plus.

• Solution Strategy & Sales Enablement: Collaborate with the sales team to lead discovery conversations, identify client needs, and develop compelling solution strategies.
• Product Expertise & Demonstration: Deliver high-impact, customized product demonstrations to both technical and non-technical audiences.
• Configuration & Customization: Translate complex client requirements into practical solution configurations leveraging the Advisor360° platform.
• Cross-functional Collaboration: Partner with Product, Engineering, and Client Solutions teams to ensure technical viability and successful solution alignment.
• Documentation & Support: Contribute to Request for Proposal (RFP) responses, solution documentation, and manage the demo environment setup.
• Subject Matter Expert: Serve as the internal and external expert on the platform's capabilities, including integrations, APIs, and security protocols.
• Market Intelligence: Maintain a comprehensive understanding of the competitive landscape, industry trends, and typical client workflows.

• Experience: 5+ years in enterprise consulting, solution architecture, or pre-sales engineering, preferably in a SaaS or tech-enabled services environment.
• Consulting Expertise: Deep understanding of business processes, operations, and workflow optimization.
• Technical Design: Proven ability to design data models and integrations (APIs, ETL processes), especially with systems such as CRMs, ERPs, OMSs, and Portfolio Management Systems.
• Documentation & Prototyping: Demonstrated skill in writing clear business and technical requirements and translating them into prototypes or Proofs of Concept (POCs).
• Implementation Skills: Hands-on experience with configuring, testing, and iterating SaaS solutions.
• Sales Acumen: Strong enterprise sales presence, with the ability to build trust, influence stakeholders, and effectively support long sales cycles.
• Learning Agility: A fast learner who can quickly and confidently adapt to new industries and use cases.
• Work Ethic: Detail-oriented, organized, and process-driven, capable of managing multiple engagements concurrently with clarity.
• Communication: Strong executive presence with excellent verbal, written, and visual communication skills.
• Preferred Qualifications

• • Industry Experience: Prior experience in regulated industries, such as insurance or financial services.
  • Technical Foundation: Strong ability to fluently discuss architecture, APIs, and integration patterns.
  • Technical Proficiency: Fluent in SQL, advanced Excel skills ("wizardry"), or Python scripting. Experience with prompt engineering is a plus.
  • Emerging Technologies: Familiarity with AI, Machine Learning (ML), and automation concepts.
  • Cloud & Development: Understanding of cloud platforms (AWS, GCP, Azure) and modern software development workflows.
  • Passion: A genuine enthusiasm for technology and data, and for using both to drive superior business outcomes.

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 Working With Us:  

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 $ 151,000-166,000.

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.