Advisor360° · 4 months ago
Financial Services Enterprise Architect
Needham, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$179K/yr - $207K/yr
15+ years expAdvisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking a Financial Services Enterprise Architect to act as the strategic and technical authority for new enterprise clients, ensuring seamless implementation of their wealth management solutions while guiding clients through onboarding, integration, and adoption.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Serve as the primary senior technical and business authority during onboarding, collaborating with executive-level client stakeholders
Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements
Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems
Act as a trusted change management consultant, advising clients on implementation strategies and organizational change management practices
Establish deep, trusted relationships with senior stakeholders, positioning Advisor360 as a strategic partner in their long-term success
Represent Advisor360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients
Lead solution architecture for large-scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency
Validate solution scope in partnership with Sales, Onboarding, and Product teams
Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third-party ecosystem integrations
Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management
Provide executive-level oversight and thought leadership on technical delivery across multiple onboarding programs
Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities
Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre-sales through post-sales onboarding
Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients
Mentor and coach onboarding architects, implementation managers, and client technical teams
Shape Advisor360’s onboarding methodology to scale effectively across enterprise clients
Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption
Drive enterprise 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
Qualification
Required
15+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology
Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks)
Strong 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 highly valuable
Demonstrated expertise across key financial services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting
In-depth knowledge of broker-dealer and RIA back-office operations and workflows
Background in financial services, insurance, or wealth advisory technology
Familiarity with financial services data aggregators and industry standards
Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level
Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments
Preferred
Previous or current financial license holder (i.e. Series 7, 63, 65)
PMP and/or project management background
Direct experience with enterprise wealth management platforms
Track record of leading large-scale enterprise onboarding projects from strategy through go-live
Demonstrated commitment to continuous learning in both financial services and technology
Familiarity with financial data migration best practices and industry-standard data models
Benefits
Annual performance-based bonuses
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
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