Executive Assistant Job at Advisor360°, LLC. in Needham

Overview

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’re looking for a highly experienced and strategically minded Executive Assistant to support our Chief Product & Engineering Officer. This is a critical, high-visibility position that requires proactive judgment, strategic thinking, and operational excellence. You’ll work closely with our CPEO to help manage priorities, streamline execution across teams, and ensure they are operating at peak effectiveness.

Here’s What You’ll Do:

• Manage complex calendars, travel, meetings, and communications with precision and discretion. Anticipate needs and stay several steps ahead.
• Align the CPEO’s schedule with shifting business priorities across Product, Engineering, and broader company initiatives.
• Serve as a gatekeeper and trusted liaison both internally and externally.
• Act as an extension of the CPEO by preparing executive briefings, coordinating high-impact projects, and tracking key deliverables.
• Help ensure priorities across Product & Engineering are clearly communicated and followed through.
• Draft correspondence, presentations, and reports on behalf of the CPEO.
• Maintain strong, professional communication with internal stakeholders across technical and business functions.
• Plan and manage leadership meetings, offsites, and cross-functional touchpoints.
• Own agendas, logistics, and follow-ups to ensure alignment and accountability.
• Maintain awareness of and communicate the whereabouts and availability of the CPEO to relevant internal teams.
• Collaborate across Product, Engineering, Operations, HR, and other business functions to drive clarity, efficiency, and follow-through.
• Handle sensitive information with the utmost discretion, demonstrating sound judgment at all times.

What You Bring to the Table:

• 7+ years of executive support experience, preferably in a tech-forward or high-growth organization
• Experience supporting C-level executives; exposure to product and engineering functions is a strong plus
• Strong business acumen and ability to understand company priorities and act accordingly
• Excellent project management and organizational skills; comfortable navigating ambiguity
• Highly proactive, resourceful, and adept at anticipating needs

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 is $103,000-120,000.

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.

Funding and sponsorship: 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.

Agency statement: To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.