Advisor360
Offices at Advisor360
Advisor360 is headquartered in Needham.
Hybrid Workplace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
U.S. Office Locations
Needham
400 1st Avenue, Needham, MA, United States, 02494
Recently posted jobs
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Manage and mentor the Sales Engineering team, develop processes and technology enhancements, support Account Executives, and drive sales strategies to meet client needs.
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
Seeking a Principal Solutions Specialist with deep expertise in RIA data management and client reporting, focusing on performance reporting workflows. The role includes collaborating with teams to enhance data capabilities and ensure accurate reporting across platforms.
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Principal Solutions Specialist will enhance advisor-client interactions by leveraging expertise in workflows and client services within the RIA ecosystem, focusing on technology solutions and best practices.
