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Advisor360° · 2 weeks ago

Field CTO

Needham, MA

Full-time

Hybrid

Director/Executive

$217K/yr - $241K/yr

12+ years exp

Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate and serve their clients. They are seeking a Field CTO to act as a senior technical advisor, helping clients unlock the full value of the Advisor360° platform through technology strategy and business partnership. The role involves building relationships with executives, influencing decision-making, and providing thought leadership in wealth management technology.

Information TechnologySaaSSoftwareTrading PlatformWealth Management

No H1B

Responsibilities

Build trusted relationships with executives at wealth management firms, serving as a senior technical advisor on digital transformation, platform strategy, and enterprise architecture

Partner with the sales and Customer Success during the sales cycle to shape technology narratives, influence decision-making, and drive adoption of Advisor360°

Lead client workshops, roadmap discussions, and technical deep-dives to align Advisor360°’s solutions with client business and technology strategies

Provide thought leadership on trends in wealth management technology, regulatory requirements, and enterprise data strategies

Translate client feedback into actionable insights for Advisor360° product and engineering teams, influencing roadmap and innovation

Support smooth handoff from pre-sales to delivery, ensuring continuity of strategy and technical alignment throughout the client journey

Represent Advisor360° at industry events, conferences, and client forums as a subject-matter expert and technology evangelist

Qualification

Technology leadershipClient-facing advisoryWealthtech IT environmentsIntegration architecturesData strategiesSecurity considerationsC-level engagementConsultative mindsetSales collaborationProduct collaborationDelivery collaboration

Required

12+ years of experience in technology leadership roles, ideally within SaaS, enterprise platforms, and fintech/wealth management technology

Demonstrated success in a client-facing technical advisory role (Field CTO, Solutions Leader, Enterprise Architect, or equivalent)

Strong understanding of wealthtech enterprise IT environments, integration architectures, data strategies, and security considerations in financial services

Ability to engage credibly with C-level executives, translating complex technical concepts into strategic business value

Consultative mindset with the ability to influence high-stakes decisions in complex sales cycles

Experience collaborating with sales, product, and delivery teams in high-growth, fast-paced environments