Advisor360°, LLC.
Client Technology Officer (Field CTO)
Advisor360°, LLC., Needham Heights, Massachusetts, us, 02494
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. What You’ll Do
Build trusted relationships with executives at wealth management firms, serving as a senior technical advisor on digital transformation, platform strategy, and enterprise architecture. Partner with the sales and Customer Success during the sales cycle to shape technology narratives, influence decision-making, and drive adoption of Advisor360°. Lead client workshops, roadmap discussions, and technical deep-dives to align Advisor360°’s solutions with client business and technology strategies. Provide thought leadership on trends in wealth management technology, regulatory requirements, and enterprise data strategies. Translate client feedback into actionable insights for Advisor360° product and engineering teams, influencing roadmap and innovation. Support smooth handoff from pre-sales to delivery, ensuring continuity of strategy and technical alignment throughout the client journey. Represent Advisor360° at industry events, conferences, and client forums as a subject-matter expert and technology evangelist. What you’ll bring to the table
12+ years of experience in technology leadership roles, ideally within SaaS, enterprise platforms, and fintech/wealth management technology. Demonstrated success in a client-facing technical advisory role (Field CTO, Solutions Leader, Enterprise Architect, or equivalent). Strong understanding of wealthtech enterprise IT environments, integration architectures, data strategies, and security considerations in financial services. Ability to engage credibly with C-level executives, translating complex technical concepts into strategic business value. Consultative mindset with the ability to influence high-stakes decisions in complex sales cycles. Experience collaborating with sales, product, and delivery teams in high-growth, fast-paced environments. This is a high-impact role at the intersection of technology, sales, and client success. You’ll directly shape the technology strategies of some of the most influential firms in wealth management while influencing Advisor360°’s platform evolution. If you thrive at the crossroads of business strategy and technology innovation, this role offers a unique opportunity to make an industry-wide impact. 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 $217,000 - $241,000 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.
#J-18808-Ljbffr
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. What You’ll Do
Build trusted relationships with executives at wealth management firms, serving as a senior technical advisor on digital transformation, platform strategy, and enterprise architecture. Partner with the sales and Customer Success during the sales cycle to shape technology narratives, influence decision-making, and drive adoption of Advisor360°. Lead client workshops, roadmap discussions, and technical deep-dives to align Advisor360°’s solutions with client business and technology strategies. Provide thought leadership on trends in wealth management technology, regulatory requirements, and enterprise data strategies. Translate client feedback into actionable insights for Advisor360° product and engineering teams, influencing roadmap and innovation. Support smooth handoff from pre-sales to delivery, ensuring continuity of strategy and technical alignment throughout the client journey. Represent Advisor360° at industry events, conferences, and client forums as a subject-matter expert and technology evangelist. What you’ll bring to the table
12+ years of experience in technology leadership roles, ideally within SaaS, enterprise platforms, and fintech/wealth management technology. Demonstrated success in a client-facing technical advisory role (Field CTO, Solutions Leader, Enterprise Architect, or equivalent). Strong understanding of wealthtech enterprise IT environments, integration architectures, data strategies, and security considerations in financial services. Ability to engage credibly with C-level executives, translating complex technical concepts into strategic business value. Consultative mindset with the ability to influence high-stakes decisions in complex sales cycles. Experience collaborating with sales, product, and delivery teams in high-growth, fast-paced environments. This is a high-impact role at the intersection of technology, sales, and client success. You’ll directly shape the technology strategies of some of the most influential firms in wealth management while influencing Advisor360°’s platform evolution. If you thrive at the crossroads of business strategy and technology innovation, this role offers a unique opportunity to make an industry-wide impact. 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 $217,000 - $241,000 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.
#J-18808-Ljbffr