Business Development Representative

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.

At Advisor
360°, we are revolutionizing the wealth management industry with cutting-edge technology. One of our newest innovations, Parrot AI, helps financial advisors unlock insights from client conversations by securely capturing, summarizing, and surfacing actionable intelligence from meetings. As our Product Team continues to grow, we are looking for ambitious, high-energy Business Development Representatives to help introduce Parrot AI to new clients and build pipeline for this emerging product line.

• Conduct outbound prospecting through email, Linked In, and cold calling to generate qualified opportunities for Parrot AI.
• Educate prospects on the value of AI-driven meeting insights, advisor efficiency, and improved client engagement.
• Qualify inbound and outbound leads and schedule meetings for the Account Executive team.
• Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms.
• Use a consultative approach to uncover pain points related to advisor workflows, documentation, follow-ups, and scalability.
• Partner closely with sales, product, and marketing teams to refine Parrot AI messaging and target ideal customer profiles.
• Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (Hub Spot/Salesforce).
• Serve as an ambassador for Advisor
  360° and Parrot AI, representing our mission, values, and innovation in every interaction.

• 1+ years of experience in sales, business development, or lead generation (SaaS, Fin Tech, or AI experience preferred).
• Strong interest in AI, emerging technology, and how it can transform advisor and client experiences.
• Excellent communication and interpersonal skills with the ability to clearly articulate value.
• A highly motivated, self-starter mindset with a desire to exceed goals in a fast-paced environment.
• Comfort handling objections and engaging senior-level stakeholders.
• Experience with sales tools such as Salesforce, Outreach, Zoom Info, or similar platforms is a plus.

Why You’ll Love Working Here:

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. Advisor
360° 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…