Senior Principal Engineer, Agentic Systems

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. 
Most tech lead roles ask you to scale systems. This one asks you to redefine how they’re built.

At Advisor360°, we’re not just building software, we’re building the system that builds the software. This is a rare opportunity to step into a true player-coach role where your impact goes far beyond code. You’ll architect not only products, but the way humans and AI agents collaborate to create them.

If you’ve ever thought “there has to be a better way to build,” this is your chance to prove it.

You’ll lead a small, autonomous team at the intersection of engineering, AI, and product. You’ll design systems that scale, but more importantly, systems that learn. Every decision you make compounds, shaping how work gets done, how quality is enforced, and how fast great ideas turn into production reality.

This is not about keeping the lights on. It’s about building what comes next.

In this role you will own the technical architecture and engineering leadership for a product within an AI-native product line at Advisor360°, a leading enterprise wealthtech platform. You’ll lead the engineering side of a 5-person autonomous team, taking full ownership of architecture, quality, and technical decision-making. This is a true player-coach role where you not only design and build critical parts of the system, but more importantly elevate the effectiveness of both your team and AI agents through the systems and patterns you create. In doing so, you’ll help define what agentic software development looks like in practice and play a key role in shaping a new model for how modern B2B software gets built.

Here’s What You’ll Do: 

• Own the technical architecture for your team's product surface — service boundaries, data flow, API design, infrastructure decisions, and scaling strategy for large-scale SaaS
• Review and approve product specifications before build begins — your job is to ensure specs give both humans and AI agents enough technical context to execute well
• Author and maintain the team's agentic ecosystem — CLAUDE.md files, MCP server configurations, custom slash commands, agent hooks, and workflow templates. These artifacts teach AI agents how to work in your codebase and are the single most leveraged system you own
• Build and own the AI-powered test automation pipeline — consume the Product Lead's user stories and acceptance criteria to drive automated e2e test generation, regression suites, and CI-integrated quality gates
• Review agent-generated code for architecture alignment, security, performance, and correctness — agents produce volume, you provide judgment
• Run the compound loop — after each feature ships, encode what worked and what didn't back into the system so agents and engineers get better with every cycle
• Make architecture decisions that hold up at scale — real-time data processing, cloud-native infrastructure, API design for high-throughput environments
• Write code selectively — architecturally novel problems, security-critical paths, and reference implementations that set the patterns agents follow
• Direct AI agents on well-scoped implementation tasks while personally handling the work that requires deep system understanding

What You Bring to the Table: 

• 8+ years as a software engineer, with at least 2 years in a tech lead, staff engineer, or architect role at a large-scale B2B SaaS company
• Deep architecture experience — you've designed and shipped systems involving real-time data processing, cloud infrastructure, distributed services, and API-driven platforms
• Strong cloud infrastructure depth — AWS (or equivalent), streaming architectures, large-scale data processing. You've built systems that handle significant throughput in production
• Hands-on engineering ability — you can still build, not just draw diagrams. You write code when it matters
• Experience with AI coding tools — you've used Claude Code, Cursor, or similar and have opinions on where agents help vs. where they fail
• Strong system design instincts — can articulate *why* an architecture decision is right, not just *what* it is
• Experience with AI technologies, LLMs, ASR, OCR, RAG
• Experience designing automated pipelines that connect multiple systems (CI/CD, monitoring, alerting, data platforms) into cohesive engineering workflows
• Comfort building with LLMs beyond code generation — agent orchestration, MCP integrations, tool-use patterns for engineering automation
• Experience building test automation infrastructure — frameworks, e2e pipelines, CI-integrated quality gates
• Preferred:
• • Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs
  • Experience with workflow orchestration platforms (Temporal, custom pipelines)
  • Background in financial services, wealth management, or regulated industries

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: 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 $200,000 – $300,000 + 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, CT, FL, GA, IL, 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.