Solutions Consultant

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. 

We are seeking a Solutions Consultant to join Advisor360’s Implementation Team. In this post-sales role, you will act as part of the strategic and technical team for new clients, ensuring seamless implementation of Advisor360’s wealth management solutions. You will bridge the gap between client business needs and Advisor360’s technology, guiding our clients through onboarding, integration, and adoption to deliver measurable business outcomes.

You will not only deliver complex onboarding solutions but also shape onboarding methodologies and influence implementation strategy. 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 a technical and business contact during onboarding, collaborating internally and with client stakeholders.
  • Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements.
  • Guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
• Solution Design & Delivery
• • Help develop solution architecture for onboarding clients, balancing business objectives, compliance standards, and operational efficiency.
  • Ensure solutions follow best practices in security, scalability, performance, and risk management.
• Cross-Functional Collaboration
• • Partner with peers to validate solution feasibility and set realistic expectations with clients.
  • Shape Advisor360’s onboarding methodology to scale effectively across clients.
• Post-Sales Management
• • Drive client adoption and early measurable value realization during onboarding.
  • Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
  • Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
  • Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

What You Bring to the Table:  

• 3+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology.
• Experience in enterprise system integrations (APIs, SSO, Basic SQL, CRM, data management, security frameworks).
• Foundation in business/systems analysis, fostering curiosity and a balanced mix of technical and business skills. Experience collaborating with developers and performing QA testing is valuable.
• Background in financial services, insurance, or wealth advisory technology.
• Demonstrated experience across key financial services workflows, such as Account Opening, Trading, Compliance, Portfolio Performance, or Reporting is a plus.
• Knowledge of broker-dealer and RIA back-office operations and workflows or other financial service industries is a plus.
• Familiarity with financial services data aggregators and industry standards is a plus.
• Preferred Qualifications

• Direct experience with enterprise wealth management platforms.
• Demonstrated commitment to continuous learning in both financial services and technology
• Familiarity with financial data migration best practices and industry-standard data models. 

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 

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. 

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