Solutions Consultant

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. 

We are seeking a Solutions Consultant to join Advisor360’s Implementation Team. In this post-sales role you will act as part of the strategic and technical team for new clients ensuring seamless implementation of Advisor360’s wealth management solutions. You will bridge the gap between client business needs and Advisor360’s technology guiding our clients through onboarding integration and adoption to deliver measurable business outcomes.

You will not only deliver complex onboarding solutions but also shape onboarding methodologies and influence implementation strategy. 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
• • Serve as a technical and business contact during onboarding collaborating internally and with client stakeholders.
  • Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory operational and performance requirements.
  • Guide clients through data migration platform configuration and integrations into enterprise ecosystems.
• Solution Design & Delivery
• • Help develop solution architecture for onboarding clients balancing business objectives compliance standards and operational efficiency.
  • Ensure solutions follow best practices in security scalability performance and risk management.
• Cross-Functional Collaboration
• • Partner with peers to validate solution feasibility and set realistic expectations with clients.
  • Shape Advisor360’s onboarding methodology to scale effectively across clients.
• Post-Sales Management
• • Drive client adoption and early measurable value realization during onboarding.
  • Anticipate and mitigate risks dependencies and blockers that could impact onboarding success.
  • Troubleshoot complex technical and business onboarding issues ensuring rapid resolution.
  • Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

What You Bring to the Table:  

• 3+ years of experience in solution architecture enterprise onboarding or implementation consulting in financial services technology.
• Experience in enterprise system integrations (APIs SSO Basic SQL CRM data management security frameworks).
• 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 valuable.
• Background in financial services insurance or wealth advisory technology.
• Demonstrated experience across key financial services workflows such as Account Opening Trading Compliance Portfolio Performance or Reporting is a plus.
• Knowledge of broker-dealer and RIA back-office operations and workflows or other financial service industries is a plus.
• Familiarity with financial services data aggregators and industry standards is a plus.
• Preferred Qualifications

• Direct experience with enterprise wealth management platforms.
• Demonstrated commitment to continuous learning in both financial services and technology
• Familiarity with financial data migration best practices and industry-standard data models. 

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: 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 

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. 

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. 

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. 

#LI-REMOTE

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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