Financial Services Enterprise Architect

At Advisor360°, 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.
We are seeking a
Financial Services Enterprise Architect *
to join Advisor360's Onboarding Team. In this post-sales leadership role, you will act as the strategic and technical authority for new enterprise clients, ensuring seamless implementation of Advisor360's wealth management solutions. You will bridge the gap between client business needs and Advisor360's technology, guiding executives, operations leaders, and IT stakeholders through onboarding, integration, and adoption to deliver measurable business outcomes.

As a senior leader, you will not only design and deliver complex onboarding solutions but also shape enterprise onboarding methodologies, mentor team members, influence product strategy, and represent Advisor360 in presales and executive engagements. This role is ideal for someone who thrives at the intersection of technology, financial services, and client transformation.

Here's What You'll Do

• 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 Advisor360 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, positioning Advisor360 as a strategic partner in their long-term success.

• Represent Advisor360 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