Financial Services Enterprise Architect

Advisor
360 is a leading SaaS platform helping wealth‑management firms transform how they operate and serve their clients.

This role can be remote or hybrid, working onsite 3 days a week in Needham, MA.

We are seeking a Solutions Architect (5+ years of experience) to join our Onboarding Team. In this post‑sales leadership role you will serve as the technical and business authority for new enterprise clients, guiding them through onboarding, integration, and adoption to deliver measurable business outcomes.

• Client Engagement & Advisory:
  Serve as the primary senior technical and business authority during onboarding, collaborating with executive‑level client stakeholders.
• Translate strategic client goals into scalable Advisor
  360 platform solutions aligned with regulatory, operational, and performance requirements.
• Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
• Act as a trusted change‑management consultant, advising clients on implementation strategies and organizational change management practices.
• Establish deep, trusted relationships with senior stakeholders.
• Represent Advisor
  360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients.
• Solution Design & Delivery
• Lead solution architecture for large‑scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency.
• Validate solution scope in partnership with Sales, Onboarding, and Product teams.
• Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third‑party ecosystem integrations.
• Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management.
• Provide executive‑level oversight and thought leadership on technical delivery across multiple onboarding programs.
• Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities.
• Cross‑Functional Leadership
• Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre‑sales through post‑sales onboarding.
• Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients.
• Mentor and coach onboarding architects, implementation managers, and client technical teams.
• Shape Advisor
  360’s onboarding methodology to scale effectively across enterprise clients.
• Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption.
• Drive enterprise client adoption and early measurable value realization during onboarding.
• Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
• Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
• Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

• 5–8 years of experience in external customer‑facing solution architecture, enterprise onboarding, or implementation consulting in financial‑services technology.
• Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks).
• Strong foundation in business/systems analysis, fostering curiosity, and a balanced mix of technical and business skills. Experience with developers and QA testing is valuable.
• Demonstrated expertise across key financial‑services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting.
• In‑depth knowledge of broker‑dealer and RIA back‑office operations and workflows.
• Background in financial services, insurance, or wealth advisory technology.
• Familiarity with financial‑services data aggregators and industry standards.
• Exceptional client‑facing communication skills with the ability to influence at the executive and C‑suite level.
• Proven ability to lead large, complex onboarding programs in fast‑paced, client‑driven environments.

Competitive base salary of $145,000–174,000, with annual performance‑based bonuses and equity opportunities.

Comprehensive health benefits, including dental, life, and disability insurance.

Unlimited paid time off to help employees perform at their best.

Advisor
360 is an equal‑opportunity employer committed to a diverse workforce. Everyone is encouraged to bring their unique, authentic selves to work each and every day.