Technical Account Manager (CSM)

Job Description

Overview 

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. 

Job Brief 

You are a client-facing technical expert with a deep understanding of the financial services industry. You thrive on solving complex integration challenges and are motivated by the opportunity to become a strategic advisor to leading wealth management firms. With a unique blend of technical knowledge and business acumen, you enjoy partnering with clients to help them realize the full value of Advisor360°’s platform—ensuring their solutions are scalable, compliant, and aligned with strategic goals. You bring experience working in regulated environments, understand how to navigate data integrations, and are comfortable collaborating across engineering, product, support and client success 

Here’s What You’ll Do: 

Strategic Technical Partnership 

• Act as the lead technical advisor for assigned enterprise and mid-market clients, guiding them on solution architecture, integration strategies, and platform optimization 

• Build deep relationships with client technology and operations teams to understand their strategic initiatives and align technical roadmaps accordingly 

Technical Planning, Implementation & Onboarding 

• Help lead technical onboarding efforts in collaboration with implementation and product teams, ensuring scalable architecture, data integrations, and compliance with financial regulations 

• Translate client workflows and regulatory requirements into best-practice configurations using Advisor360°’s platform 

Release Readiness & Change Management 

• Prepare clients for upcoming releases through testing plans, impact analysis, and coordination of rollout strategies 

• Partner with CSMs to ensure clients are informed, ready, and equipped to adopt new capabilities 

Issue Resolution & Escalation Management 

• Own technical escalations, working cross-functionally with Support, Product, and Engineering to resolve issues while improving long-term system resilience 

• Manage complex client requests, ensuring clear documentation and efficient routing to internal subject matter experts 

Platform Health Monitoring & Optimization 

• Proactively review technical performance, usage trends, and system configurations to identify risks and recommend improvements 

• Provide insights and technical best practices that help clients scale usage, reduce friction, and increase platform ROI 

Voice of the Customer 

• Represent the technical needs of your clients in roadmap planning, product feedback cycles, and postmortems 

What You Bring to the Table: 

• 5+ years in a Technical Account Manager, Solutions Engineer, or Technical Consultant role, ideally in SaaS or FinTech 

• Ability to simplify complex technical concepts for clients by using clear language, storytelling, visuals, and active listening—empowering them to understand and embrace the technology without feeling overwhelmed. 

• Experience supporting or implementing technology for wealth management, asset management, or financial services firms 

• Strong understanding of financial data flows, compliance-driven system design, and integration best practices 

• Proven ability to build strategic relationships with technical and business stakeholders at all levels 

• Experience managing complex product configurations, integrations (APIs, SSO, custodians), and regulatory constraints 

• Exceptional problem-solving and communication skills with the ability to translate technical details into business value 

• Comfortable navigating fast-paced environments, managing multiple accounts, and leading cross-functional initiatives 

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.