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.
About the role:
Advisor360°’s Product Adoption and Enablement team is looking for a Technical Writer to manage our product In-App help documentation and advise on other user-facing content. This writer will create and maintain help content in our CMS Paligo.
We'd love to hear from you if you have strong documentation skills, consideration for your audience, and the ability to reflect the Advisor360° voice, tone, and style while still letting your own character shine through. Our ideal candidate is clever, collaborative, and driven by their curiosity to solve problems and celebrate solutions.
We are very good at supporting each other and working across teams, and this role has a special place at the center of that network.
We'll ask you for a couple of relevant writing samples with explanations of your content decisions.
We'll also talk more about this during the interview.
What You'll Do:- Create and maintain clear, friendly, accessible help content, including screencaptures and videos.
- Create videos for user workflow simulations with Storylane.
- Strive to understand user needs and be an advocate for their success.
- Evaluate questions and responses using metrics to gauge success and identify gaps in our AI First Documentation.
- Contribute to the optimization of help content to increase accuracy and scope of AI chatbot’s responses.
- Tracking In-App Help usage and engagement, with a goal to improve usefulness of chatbot Help responses.
- Consult website data and our customer-facing teams to inform content decisions.
- Work with our product management, development, and QA teams to understand and author content for new and existing features.
- Be an editorial resource for our developer documentation, UX copy, and other projects.
- Create reports and internal announcements for content updates and performance enhancements..
Who You Are:
- You have 5+ years of experience authoring documentation in fintech for enterprise level SaaS products with Paligo or similar XML or markdown based content management systems such as Oxygen and ReadMe.
- You have experience with tools like Jira, Confluence, Slack, Google Analytics, and Storylane.
- You’ve scripted, storyboarded, and produced videos with tools like Storylane, Camtasia, or the Adobe suit.
- You've explored site traffic data as an indicator for user behavior and content needs.
- A collaborative communicator with a willingness to learn and grow, as well as guide others.
- Your annoyed by mistakes in job postings and can't wait to provide editorial feedback in your cover letter.
- Extra points if you're familiar with Storylane, Figma, UserPilot, basic HTML and CSS, and technical concepts like, branching, APIs, SSO, and webhooks.
- Portfolio of work or website with writing samples must be provided.
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.
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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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Advisor360 Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
