Solutions 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.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters. 

We are looking for a Solutions Engineer to join our growing go-to-market team. In this role, you’ll partner with Account Executives to help prospective clients understand how the Advisor360° platform solves their challenges, supports their workflows, and drives business outcomes. You’ll play a critical role throughout the sales process—from discovery and technical consultation to product demonstrations and RFP support.

This is a great opportunity for a technically-minded professional with a background in SaaS and a passion for translating complex solutions into clear business value. A background in financial services or fintech is a plus.

Here’s What You’ll Do:

• Partner with the sales team to support discovery conversations, identify customer needs, and shape solution strategies.
• Deliver compelling and tailored product demonstrations to technical and non-technical stakeholders.
• Translate client requirements into solution configurations using the Advisor360° platform.
• Collaborate with Product, Engineering, and Client Services teams to ensure technical feasibility and alignment.
• Contribute to RFP responses, solution documentation, and demo environment setup.
• Serve as a subject matter expert on platform capabilities, integrations, APIs, and security protocols.
• Maintain strong understanding of industry trends, client workflows, and the competitive landscape.

What You Bring to the Table:

• 3–5 years of experience in Sales Engineering, Solution Consulting, or a technical client-facing role within a B2B SaaS environment.
• Strong communication and presentation skills with the ability to convey technical concepts to business users and executives.
• Experience supporting enterprise sales cycles, ideally with complex stakeholder groups.
• Understanding of SaaS architectures, APIs, and data integration principles.
• Ability to manage multiple priorities in a fast-paced environment with cross-functional collaboration.
• Familiarity with CRM tools like Salesforce and collaboration tools like Slack, Zoom, or Notion.
• Knowledge of reporting systems, compliance workflows, or advisor platforms is a plus.
• Experience in financial services, wealth management, or fintech 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. 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.

The estimated base salary range for this position is $135,000 – $164,000

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.