Advisor360°
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.
Role
Advisor360° is hiring a Software Automation Engineer III to build and test shared services and tools, drive operational excellence, and automate systems in our hybrid-cloud environment. This role requires balancing tactical automation solutions with strategic implementation, from developing scripts to resolve customer-impacting issues to creating sustainable automation frameworks for long-term initiatives. What You’ll Do
Key team member that leads QA aspects of software engineering initiatives. Interpret requirements documentation to create comprehensive test plans. Design, develop automated tests in collaboration with engineers to ensure software quality and efficiency. Implement tests using automation tools. Assist in manual testing where applicable. Ensure adequate test coverage within product areas. Perform investigative and negative testing to find application limits. Develop solid understanding of team''s domain area and assist with requirement refinement. Work within software engineering teams to ensure product quality. Lead troubleshooting and issue resolution activities. Follow software development lifecycle procedures. Document discrepancies using defect tracking tools. Engage in software release activities. Create and maintain regression test suites. Debug issues from failed daily automation executions. Contribute to continuous improvement of development processes. Actively participate in Scrum meetings and product sprints. What You Bring to the Table
5+ years of software quality assurance experience. Analytical approach to troubleshooting. Strong programming experience in Python and Selenium. Familiarity with AI tools for improving test cases such as Copilot and Augment. Experience in building automation tools and frameworks. Understanding of code architecture best practices such as reusability, maintainability, scalability, and abstraction. Experience and understanding of source control (BitBucket/GitHub). Experience working with REST APIs and usage of tools like Swagger and Postman. Experience with SQL and relational databases. Experience with Snowflake is a plus. Experience in the financial industry is a plus. In-depth knowledge of Scrum and Agile Software Development Methodology. Superb organizational and time management skills and ability to prioritize effectively. 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! Here’s what you can expect: The estimated base salary range for this position is $106,000 – $123,000 + 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. 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.
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Advisor360° is hiring a Software Automation Engineer III to build and test shared services and tools, drive operational excellence, and automate systems in our hybrid-cloud environment. This role requires balancing tactical automation solutions with strategic implementation, from developing scripts to resolve customer-impacting issues to creating sustainable automation frameworks for long-term initiatives. What You’ll Do
Key team member that leads QA aspects of software engineering initiatives. Interpret requirements documentation to create comprehensive test plans. Design, develop automated tests in collaboration with engineers to ensure software quality and efficiency. Implement tests using automation tools. Assist in manual testing where applicable. Ensure adequate test coverage within product areas. Perform investigative and negative testing to find application limits. Develop solid understanding of team''s domain area and assist with requirement refinement. Work within software engineering teams to ensure product quality. Lead troubleshooting and issue resolution activities. Follow software development lifecycle procedures. Document discrepancies using defect tracking tools. Engage in software release activities. Create and maintain regression test suites. Debug issues from failed daily automation executions. Contribute to continuous improvement of development processes. Actively participate in Scrum meetings and product sprints. What You Bring to the Table
5+ years of software quality assurance experience. Analytical approach to troubleshooting. Strong programming experience in Python and Selenium. Familiarity with AI tools for improving test cases such as Copilot and Augment. Experience in building automation tools and frameworks. Understanding of code architecture best practices such as reusability, maintainability, scalability, and abstraction. Experience and understanding of source control (BitBucket/GitHub). Experience working with REST APIs and usage of tools like Swagger and Postman. Experience with SQL and relational databases. Experience with Snowflake is a plus. Experience in the financial industry is a plus. In-depth knowledge of Scrum and Agile Software Development Methodology. Superb organizational and time management skills and ability to prioritize effectively. 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! Here’s what you can expect: The estimated base salary range for this position is $106,000 – $123,000 + 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. 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.
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