Principal Solutions Specialist – Advisor & Client

Principal Solutions Specialist (SME) – Advisor & Client Experience (RIA)

At Advisor
360°, 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 remote or hybrid, requiring three days per week onsite in our Needham, MA headquarters.

If you’ve spent years as the person financial advisors rely on — managing the client onboarding process, navigating custodians, keeping the CRM current, and making sure nothing falls through the cracks — you already understand the operational reality of running an RIA better than almost anyone. That experience is exactly what Advisor
360° is looking for.

This role is designed for someone who has worked in the trenches of an RIA client service team and is ready to take that knowledge to a broader stage. As a Principal Solutions Specialist – Advisor & Client Experience
, you will use your firsthand expertise to engage with RIA prospects, represent Advisor
360° in the market, and help firms understand how our platform can eliminate the friction that makes your former job harder than it needs to be.

This is a market-facing, external relationship oriented role. You will spend your time building relationships with RIA decision-makers, participating in industry conversations, supporting the sales process as a credible domain expert, and contributing directly to pipeline development. If you’ve ever thought “there has to be a better way” while wrangling a client onboarding workflow or reconciling a custodian discrepancy — now you can be part of building it.

• Engage with Advisors and RIA prospects as a subject matter expert on advisor workflows, client service operations, and digital client experience — speaking credibly from your own experience in the seat.
• Participate in prospect discovery sessions and demos, helping firms connect their day-to-day operational challenges to Advisor
  360°’s platform capabilities.
• Represent Advisor
  360° at industry conferences, events, and round tables, building brand recognition and relationships across the RIA community.
• Partner with the Field CTO, marketing, and sales teams on strategic prospect conversations, bringing authentic authority on topics like client onboarding, CRM workflows, advisor meeting prep, and custodian operations.
• Develop and maintain a network of relationships with RIA operations leaders, client service managers, and firm decision-makers to generate awareness and referral pipeline.
• Contribute to thought leadership content — written pieces, webinars, speaking engagements — that speaks directly to the people doing the work at RIAs.
• Help articulate Advisor
  360°’s differentiated value proposition in the language of the advisor operations community: less time on admin, fewer custodian errors, smoother onboarding, better client visibility.
• Bring market intelligence back to internal teams, sharing what you’re hearing from prospects about platform gaps, workflow pain points, and competitive dynamics.
• Help define best practices and use cases that resonate with operations-oriented audiences at RIAs of varying size and complexity.

• 5–8+ years of hands‑on…