VP, Corporate Development

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 hybrid, requiring three days per week onsite in our Needham, MA headquarters.

The VP of Corporate Development will be a key strategic leader at Advisor
360°, responsible for driving inorganic growth through acquisitions, partnerships, and strategic investments. This role will sit at the intersection of strategy, finance, and execution - shaping how we expand our platform, enter new markets, and accelerate innovation in the wealth tech space.

You’ll work closely with the CEO, COO/CFO, and executive team to evaluate opportunities, structure deals, and integrate new businesses and technologies into Advisor
360°. The ideal candidate combines deep transaction experience with strategic thinking and the ability to execute in a high-growth, fast-paced environment.

• Lead Advisor
  360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments.
• Partner with the executive team to define long‑term growth priorities and assess external opportunities that align with our vision and financial goals.
• Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment.
• Drive end‑to‑end transaction execution, including due diligence, deal structuring, negotiation, and integration planning.
• Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealth tech ecosystem.
• Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships.
• Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions.
• Represent Advisor
  360° at industry events and in external discussions with potential partners, investors, and acquisition targets.

• 12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting, with significant exposure to SaaS, fintech, or wealth management.
• Proven track record of leading and executing M&A transactions and strategic partnerships from sourcing to integration.
• Strong financial modeling, valuation, and deal‑structuring skills.
• Exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies.
• Executive presence and credibility, with strong influencing and negotiation skills.
• Excellent collaboration skills with experience working cross‑functionally with executive teams and boards.
• A strategic thinker who is also hands‑on and able to dive into details to drive outcomes.
• Experience in high‑growth or private equity‑backed companies is strongly preferred.

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…