Enterprise Solutions Architect
Advisor360 Llc
About this role
Advisor360° is seeking an Enterprise Solutions Architect to lead the technical and strategic onboarding of new enterprise clients for their wealth management SaaS platform. The role involves designing complex solutions, guiding clients through integrations, and shaping onboarding methodologies.
Skills
About Advisor360 Llc
advisor360.comAdvisor360° provides connected digital wealth management software designed for financial advisors and wealth management firms. Its platform delivers tailored solutions that centralize client and account data, automate workflows, and streamline advisor operations to save time and increase efficiency. Advisor360° emphasizes integrated digital client experiences, reporting, and portfolio- and relationship-management tools to help advisors scale and modernize their practices. The product targets advisory firms looking to improve operational efficiency and client engagement across the client lifecycle.
About Advisor360 Llc
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$145k – $174k
per year