Job Description
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.
Here’s What You’ll Do:
- Work back from the customer to drive and own Quality within your team serving as a quality champion.
- Work collaboratively with cross-functional stakeholders employing a "shift left" mentality and proactively identify systemic gaps in quality processes.
- Partner with Product Design and Engineering leadership to define shape and continuously refine the "definition of done" — ensuring quality standards evolve with the product and business needs.
- Lead by example in promoting a proactive quality culture. Go beyond finding and preventing bugs — identify patterns root causes and advocate for architectural and process changes that reduce risk.
- Drive our quality engineering vision by establishing owning and evangelizing best practices for automation including frameworks tooling standards and coding guidelines.
- Lead mentor and guide junior and mid-level automation engineers conducting code reviews providing technical direction.
- Assist in manual testing where applicable. We employ an automation first strategy but manual testing is an important tool in our toolbox.
- Develop a deep expert-level understanding of our product offerings and ecosystem and leverage that knowledge to define test coverage strategies that balance risk velocity and customer impact.
- Don't just write a lot of tests — write the right tests and help others do the same.
- Interpret complex documentation and requirements to independently create comprehensive test plans test strategies and risk assessments.
- Architect design and develop robust automated test solutions in collaboration with engineers with a focus on scalability maintainability and long-term efficiency.
- Lead and coordinate software release activities acting as a quality gate and ensuring release readiness.
What You Bring to the Table:
- 7+ years of software quality assurance experience.
- Experience in leading a team of automation engineers.
- Strong programming experience in Python Javascript with Selenium and Playwright.
- A data driven and analytical approach to problem solving.
- Familiarity and willingness to work with AI tools such as Copilot and Augment.
- Understanding of code architecture best practices such as reusability maintainability scalability and abstraction.
- Experience and understanding of source control (BitBucket/GitHub) and CI/CD pipelines (Jenkins Github Actions).
- Experience working with REST APIs and usage of tools like Swagger and Postman.
- Experience with SQL and relational databases and capability to dig into and understand data.
- Experience in the financial industry is a plus.
- In-depth knowledge of Scrum and Agile Software Development Methodology.
- Excellent oral and written communication across disciplines and teams.
Why You’ll Love Working With Us:
It’s not just about work—it’s about building a career and enjoying the ride!
The estimated base salary range for this position is $150000-$170000 + 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 transfer 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.
Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview Advisor360 will not request any form of payment from the applicant or information regarding an applicant’s bank or credit card.
Should you have any questions regarding the application process please contact Advisor360 at [email protected]
Top Skills
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
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Employees engage in a combination of remote and on-site work.
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Date Posted
04/01/2026
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