ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Advisor360
The Technical Account Manager at Advisor360° serves as the primary technical advisor for enterprise and mid‑market wealth management clients, guiding solution architecture, integrations, and platform optimization while ensuring successful onboarding, adoption, and issue resolution. The role collaborates closely with Customer Success, Product, and Engineering teams to drive client value, platform health, and strategic roadmap input.
Headquarters
Needham Heights, Massachusetts, United States
Company Size
501-1000 employees
Advisor360° is the Autonomous Financial Platform™ for advisors at RIAs, independent broker-dealers, and insurance broker-dealers serving mass affluent and high-net-worth clients. Its AI-native platform connects CRM, planning, portfolio management, trading, reporting, billing, compliance, and client experience into one unified advisor workday, built on a Unified Data Fabric® with embedded AI agents that extend advisor and staff capacity. Advisor360° serves over 22,000 users managing more than $1 trillion in assets, helping firms of all sizes scale without operational complexity or technology fragmentation.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Advisor360.
3% above the average for this role