Sr. Technical Writer​/Instructional Designer

Sr. Technical Writer/Instructional Designer

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, purpose, and 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.

Advisor
360°’s Product Adoption and Enablement team is looking for a Technical Writer to manage our Product In‑App help documentation and advise on other user‑facing content. This writer will create and maintain help content in our CMS Paligo.

We’d love to hear from you if you have strong documentation skills, consideration for your audience, and the ability to reflect the Advisor
360° voice, tone, and style while still letting your own character shine through. Our ideal candidate is clever, collaborative, and driven by curiosity to solve problems and celebrate solutions.

We are very good at supporting each other and working across teams, and this role has a special place at the center of that network.

We’ll ask you for a couple of relevant writing samples with explanations of your content decisions.

We’ll also talk more about this during the interview.

• Create and maintain clear, friendly, accessible help content, including screen captures and videos.
• Create videos for user workflow simulations with Storylane.
• Strive to understand user needs and be an advocate for their success.
• Evaluate questions and responses using metrics to gauge success and identify gaps in our AI First Documentation.
• Contribute to the optimization of help content to increase accuracy and scope of AI chatbot’s responses.
• Track In‑App Help usage and engagement, with a goal to improve usefulness of chatbot Help responses.
• Consult website data and our customer‑facing teams to inform content decisions.
• Work with our product management, development, and QA teams to understand and author content for new and existing features.
• Be an editorial resource for our developer documentation, UX copy, and other projects.
• Create reports and internal announcements for content updates and performance enhancements.

• You have 5+ years of experience authoring documentation in fintech for enterprise‑level SaaS products with Paligo or similar XML or markdown‑based content management systems such as Oxygen and Read Me.
• You have experience with tools like Jira, Confluence, Slack, Google Analytics, and Storylane.
• You’ve scripted, story boarded, and produced videos with tools like Storylane, Camtasia, or the Adobe suite.
• You’ve explored site traffic data as an indicator for user behavior and content needs.
• A collaborative communicator with a willingness to learn and grow, as well as guide others.
• You’re annoyed by mistakes in job postings and can’t wait to provide editorial feedback in your cover letter.
• Extra points if you’re familiar with Storylane, Figma, User Pilot, basic HTML and CSS, and technical concepts like branching, APIs, SSO, and webhooks.
• Your portfolio of work or website with writing samples must be provided.

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 a competitive base salary, annual performance‑based bonuses, and the chance…