Solutions Architect (Wealthtech)

Enterprise Solutions Architect

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.

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 three days a week in our Needham, MA location.

We are seeking an Enterprise Solutions Architect with five plus years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology to join Advisor360's Onboarding Team. In this post-sales leadership role, you will act as the strategic and technical authority for new enterprise clients, ensuring seamless implementation of Advisor360's wealth management solutions. You will bridge the gap between client business needs and Advisor360's technology, guiding executives, operations leaders, and IT stakeholders through onboarding, integration, and adoption to deliver measurable business outcomes.

As a senior leader, you will not only design and deliver complex onboarding solutions but also shape enterprise onboarding methodologies, mentor team members, influence product strategy, and represent Advisor360 in presales and executive engagements. This role is ideal for someone who thrives at the intersection of technology, financial services, and client transformation.

Here's What You'll Do:

• Client Engagement & Advisory
• Solution Design & Delivery
• Cross-Functional Leadership
• Post-Sales Ownership

What You Bring to the Table:

• Five to eight years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology.
• Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks).
• Strong foundation in business/systems analysis, fostering curiosity and a balanced mix of technical and business skills. Experience collaborating with developers and performing QA testing is highly valuable.
• Demonstrated expertise across key financial services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting.
• In-depth knowledge of broker-dealer and RIA back-office operations and workflows.
• Background in financial services, insurance, or wealth advisory technology.
• Familiarity with financial services data aggregators and industry standards.
• Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level.
• Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments.

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 estimated base salary range for this position is $145,000-174,000+ bonus and equity.

Advisor 360 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.

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.