Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.
With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.
Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.
You’ll own the engine that turns attention into qualified pipeline: webinars, events, paid media and HubSpot nurtures. This is a hands-on role for a marketer who sets the strategy and also does the work. You’ll partner with Sales, Product Marketing, RevOps and ABM to reach senior buyers across long, complex sales cycles.
Here’s What You’ll Do:
- Pipeline plan: Build and run the demand gen plan against pipeline and bookings targets across broker-dealers, RIAs and enterprise wealth firms.
- Webinars: Run the program end to end: topics and speakers, promotion, production, follow-up and on-demand reuse. Measure it on attendance, conversion to MQL and pipeline influence, not registrations.
- Events support: Support our presence at industry, client and prospect events: outreach beforehand, meeting booking and follow-up afterward.
- Paid media: Manage LinkedIn, Google, programmatic display and media buys against clear cost and pipeline targets.
- HubSpot: Own nurtures, lead scoring, segmentation, A/B testing and attribution, plus a clean handoff to Sales.
- Conversion: Keep testing landing pages, offers, creative and CTAs to improve conversion from MQL to SQL to opportunity.
- ABM partnership: Bring target accounts into your programs and keep messaging and pipeline reporting aligned with our ABM targets.
- Reporting: Forecast and report pipeline sourced and influenced, conversion rates and ROI by channel, then move budget to what works.
- Team and partners: Manage agencies and vendors.
What You Bring to the Table:
- 6–9 years in B2B SaaS demand generation, ideally selling to enterprise or financial services buyers.
- A track record of running webinar programs that produced pipeline, not just registrations.
- Proven success in building and executing full-funnel digital campaigns that drive measurable revenue growth.
- Experience measuring in-person events and trade shows, including pre-event outreach and post-event follow-up.
- Hands-on HubSpot expertise: workflows, lead scoring, segmentation and reporting.
- Practical experience with LinkedIn Ads, Google Ads, programmatic display and retargeting.
- Good grasp of attribution and long sales cycles, and you let data drive your decisions.
- Clear writing and the judgment to work across Sales, Product Marketing, ABM and leadership.
What success looks like
- 6 months: A webinar program running on a regular schedule with clear pipeline attribution, a refreshed lead-scoring model, and a channel dashboard Sales trusts.
- 12 months: Measurable growth in marketing-sourced pipeline and MQL-to-SQL conversion.
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 $164,000-$180,000 + 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.
Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CO, CT, FL, GA, HI, IL, IN, 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.
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.
Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.
As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.
Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.
Skills Required
- 6-9 years of experience in B2B SaaS demand generation
- Experience selling to enterprise or financial services buyers
- Track record of running webinar programs that produced pipeline
- Success building and executing full-funnel digital campaigns that drive measurable revenue growth
- Experience measuring in-person events and trade shows, including pre-event outreach and post-event follow-up
- Hands-on HubSpot expertise, including workflows, lead scoring, segmentation, and reporting
- Experience with LinkedIn Ads, Google Ads, programmatic display, and retargeting
- Understanding of attribution and long sales cycles
- Clear writing and ability to collaborate across Sales, Product Marketing, ABM, and leadership
Advisor360° Compensation & Benefits Highlights
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Healthcare Strength — Health coverage breadth is considered robust, spanning medical, dental, vision, HSA/FSA, disability and life insurance, plus supplemental protections and an EAP. Offerings also extend to wellness programs and fitness facilities, reinforcing overall care.
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Retirement Support — A company-sponsored 401(k) with employer matching is highlighted, with full vesting noted after one year. This structure signals meaningful support for long-term savings.
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Leave & Time Off Breadth — Flexible or unlimited PTO is paired with paid holidays, wellness days, sick time, and volunteer time off. Policies are positioned to provide flexibility alongside traditional leave categories.
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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Advisor360° Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our hybrid policy requires employees to work a minimum of 3 days onsite in our Needham headquarters and a minimum of 2 days onsite in our Bangalore office.














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