Advisor 360
Support Engineer
Job Description
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.
As a Support Engineer, you will be responsible for responding to customer incidents and issues in complex software applications within our SaaS environment. You will leverage your deep expertise in modern software technologies to act as a liaison between support and our clients to triage and resolve issues found across the platform. This is a customer-facing support position that will require supporting customers via phone and on-call responsibilities.
Here’s What You’ll Do:
- Provide advanced technical support of the Advisor360 SaaS platform using advanced monitoring, complex issue diagnosis, break/fix, and service restoration
- Optimization of insights and analysis from our backlog of customer cases, questions, and requests, to recommend improvements to our platform
- Build deep domain expertise on global infrastructure deployment technology and processes and utilize best-in-class AI-driven software to support our clients
- Mentor and support team members with technical expertise and guidance
- Ensures compliance with coding standards and development procedures
- Respond to questions, research issues, and coordinate resolution of issues
- Participation in on-call rotations
What You Bring to the Table:
- Bachelor’s degree in Computer Science or related field
- 5+ years of experience in customer service support, with a focus on SaaS applications.
- Experience in .NET, Python or Angular is a huge plus
- Excellent verbal and written communication skills.
- Strong problem-solving abilities.
- Ability to respond directly to clients with professionalism and empathy
- Some understanding of full stack architectures, RESTful APIs, and database design.
- Excellent problem-solving skills and the ability to work independently and collaboratively.
- Familiarity with cloud platforms like AWS, Azure, or Google Cloud.
- Must be self-motivated and detail-oriented
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:
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. Advisor360° 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 included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.