Senior Program/Project Manager

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. 

This role is hybrid requiring three days per week onsite in our Needham MA headquarters.  

We are seeking an experienced Senior Program/Project Manager to partner closely with executive leadership in driving strategic transformation across our Customer Support and Site Reliability Engineering (SRE) organizations. This role will lead complex cross-functional initiatives focused on operational excellence platform reliability AI-driven innovation and continuous improvement.

This individual will act as a force multiplier for executive leadership ensuring that strategic priorities translate into structured execution measurable outcomes and sustained operational improvements across the organization. The role requires a strong combination of program management discipline technical depth data-driven thinking and the ability to influence senior leaders across engineering and operations.

Here’s What You’ll Do: 

• Lead and manage strategic transformation programs across Support SRE Engineering and other cross-functional teams.
• Partner closely with executive leadership to define plan and execute initiatives that improve operational efficiency reliability scalability and customer experience.
• Establish and drive program governance tracking and accountability frameworks to ensure initiatives deliver measurable outcomes.
• Coordinate complex initiatives involving multiple stakeholders ensuring alignment on priorities milestones and deliverables.
• Maintain strong visibility into ongoing initiatives and ensure leaders remain accountable for commitments timelines and outcomes.
• Drive adoption of AI and automation capabilities to improve operational workflows incident response support efficiency and knowledge management.
• Partner with engineering and product teams to ensure operational requirements and supportability are embedded into platform development.
• Identify operational inefficiencies and lead initiatives focused on process optimization tooling improvements and automation.
• Analyze operational and performance data from multiple sources to identify trends risks and opportunities for improvement.
• Translate complex operational data into clear insights executive updates and actionable recommendations.
• Develop and present data-driven program updates metrics and performance reporting to leadership and operational teams.
• Facilitate executive-level communication including program updates risk management decision frameworks and progress reporting.
• Support the development and execution of long-term operational strategy and transformation roadmaps for Support and SRE.

What You Bring to the Table: 

• 8+ years of experience in program or project management within technology organizations.
• Strong background working with engineering platform infrastructure or reliability teams.
• Strong technical fluency and the ability to engage effectively with engineering teams.
• Solid understanding of AI technologies and emerging capabilities and their potential applications in operational and support environments.
• Proven ability to manage large-scale cross-functional initiatives involving senior stakeholders.
• Experience driving operational transformation automation or process improvement programs.
• Strong data analysis capabilities with the ability to interpret operational metrics and performance data.
• Experience working with dashboards reports and datasets to derive insights and communicate findings clearly to both technical and non-technical audiences.
• Ability to present data-driven narratives that influence decisions and drive accountability.
• Excellent leadership communication and influence skills with the ability to drive alignment and accountability across senior managers and directors.
• Experience working in enterprise SaaS environments; fintech experience is a plus but not required.

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:  

The estimated base salary range for this position is $164000-$183000 + 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.

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.

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.

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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