Advisor360° · 1 day ago
Relationship Manager
Needham, MA
Full-time
Onsite
Mid, Senior Level
$114K/yr - $131K/yr
5+ years expAdvisor360° is a leading SaaS platform in the fintech space, focused on transforming how wealth management firms operate and serve their clients. As a Relationship Manager (Pre-Sales), you will build and nurture relationships within large broker-dealer organizations, supporting complex sales pursuits and positioning Advisor360° as a strategic partner.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Broker-Dealer Relationship Development
Build and maintain trusted relationships with broker-dealer home office leaders across: Technology & Platform Strategy, Operations, Compliance & Supervision, and Advisor Experience & Growth
Leverage existing broker-dealer network to open doors, create warm introductions, and expand Advisor360°’s footprint within target firms
Develop long-term relationship strategies aligned to broker-dealer platform modernization initiatives
Pre-Sales Partnership with Enterprise Sales
Partner with Enterprise Account Executives on account planning, stakeholder mapping, and pursuit strategy
Engage early in broker-dealer buying journeys to influence requirements, success criteria, and platform positioning
Support executive meetings, onsite visits, and strategic working sessions with BD leadership
Provide insight into broker-dealer priorities, regulatory considerations, and organizational dynamics
Industry Presence & Thought Leadership
Represent Advisor360° within the broker-dealer community at industry conferences, executive forums, and client events
Serve as a knowledgeable industry voice on broker-dealer technology transformation
Internal Collaboration
Share market and relationship intelligence with Sales, Marketing, Product, and Leadership
Provide feedback from broker-dealer conversations to inform go-to-market and product strategy
Qualification
Required
5+ years of experience in wealth technology, fintech, or capital markets technology
Direct experience working with enterprise broker-dealers and home office stakeholders
Proven success in pre-sales relationship development, enterprise sales support, or strategic partnerships
Strong understanding of broker-dealer operating models, including advisor platforms, compliance, and supervision
Exceptional executive presence, communication, and stakeholder management skills
Preferred
Existing network within the broker-dealer ecosystem strongly preferred
Benefits
Competitive base salaries
Annual performance-based bonuses
The chance to share in the equity value you and your colleagues create during your time with the company
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
Company data provided by crunchbase