Senior IT Specialist

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 re architecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

This role requires five days per week onsite in our Needham, MA headquarters.

As an Senior IT Specialist, you will provide a high level of proactive technical support to internal end-users by troubleshooting hardware, software, and network issues, ensuring minimal downtime and optimal productivity.

Here’s What You’ll Do:

• Respond to and resolve user-reported technical issues via ticketing system, chat, Slack, and phone in a timely and professional manner.
• Install and configure software, hardware, and peripheral devices.
• Assist in managing user accounts, permissions, and access control.
• Document solutions and maintain a knowledge base for future reference.
• Conduct basic training sessions for users on IT tools and best practices.
• Assist others in the team to address issues.

What You Bring to the Table:

• A team player with 7+ years of IT support experience, ideally in a fast paced environment.
• Ability to work with minimal supervision and provide appropriate support to less experienced members of the team.
• Familiarity with operating systems (Windows, macOS, Linux) and basic networking concepts.
• Support new hire onboarding and IT orientations.
• Ideally Google Workspace and Slack administration experience.
• Experience with software deployment solutions such as JAMSCCM, and Intune.
• Strong customer service skills and effective communication.
• A strong “can do” attitude to complement problem-solving and analytical skills.
• Great troubleshooting and diagnostic skills.
• IT certifications (e.g., CompTIA A+, Google IT Support Certificate) are a plus.
• Ability to lift 50 lbs.

Success Metrics:

• Response and resolution times.
• Accuracy and detail in documentation.
• Depth of technical knowledge.

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 $105,000–$120,000 + 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.

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.