Advisor360°, LLC.
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.
The Professional Services Lead is a foundational role at Advisor360°, responsible for building our professional services function from the ground up. You will play a dual role—doing the work while defining what “great” looks like in how we deliver services to clients. This is a unique opportunity to shape the discipline, design delivery frameworks, establish best practices, and scale the function alongside our growth.
We’re looking for someone who thrives in ambiguity, brings structure to complexity, and has the executive presence to collaborate cross-functionally with Sales, Customer Success, Product, and Engineering.
Here’s What You’ll Do:
Scope and define client engagements:
Lead early-stage professional services efforts by scoping project needs, documenting requirements, and building proposals and cost estimates. Deliver client-facing presentations on the scope and value of services offered, ensuring clear alignment before transitioning to the delivery team for execution. Define the discipline
: Build the delivery model for our professional services org—including project frameworks, processes, tools, and standards. Collaborate cross-functionally
: Partner with Sales, CS, Product, and Engineering to align service offerings with business needs and client expectations. Establish metrics
: Define KPIs for project success, team performance, and client satisfaction. Scale the team
: Recruit, coach, and develop the future professional services organization as demand grows. Drive customer value
: Ensure services deliver meaningful business outcomes for clients and reinforce long-term partnerships.
What You Bring to the Table: 8+ years in professional services, implementation, or client delivery roles, preferably in SaaS or financial services technology Proven experience building or scaling a PS function, team, or practice Strong project management skills, with the ability to balance detail orientation and executive communication Excellent problem-solving, client engagement, and internal collaboration skills A bias toward action and the flexibility to operate in a fast-moving, high-growth environment Familiarity with enterprise software, APIs, data migrations, or financial systems is a plus 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: 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 $160,000 - $180,000 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. 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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Lead early-stage professional services efforts by scoping project needs, documenting requirements, and building proposals and cost estimates. Deliver client-facing presentations on the scope and value of services offered, ensuring clear alignment before transitioning to the delivery team for execution. Define the discipline
: Build the delivery model for our professional services org—including project frameworks, processes, tools, and standards. Collaborate cross-functionally
: Partner with Sales, CS, Product, and Engineering to align service offerings with business needs and client expectations. Establish metrics
: Define KPIs for project success, team performance, and client satisfaction. Scale the team
: Recruit, coach, and develop the future professional services organization as demand grows. Drive customer value
: Ensure services deliver meaningful business outcomes for clients and reinforce long-term partnerships.
What You Bring to the Table: 8+ years in professional services, implementation, or client delivery roles, preferably in SaaS or financial services technology Proven experience building or scaling a PS function, team, or practice Strong project management skills, with the ability to balance detail orientation and executive communication Excellent problem-solving, client engagement, and internal collaboration skills A bias toward action and the flexibility to operate in a fast-moving, high-growth environment Familiarity with enterprise software, APIs, data migrations, or financial systems is a plus 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: 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 $160,000 - $180,000 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. 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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