Technical Account Manager

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 

Join us, and be part of a company that's not only moving fast—but making it count. 

This role is remote or hybrid, working three days per week onsite in our Needham, MA headquarters.  

Advisor360°'s TAMs are the technical backbone of our client relationships. You'll own the technical success of a portfolio of enterprise and mid-market wealth management firms — serving as their primary advisor on platform architecture, integrations, and long-term technical strategy. When clients have complex problems, you're the person who figures it out. When Advisor360° ships something new, you're the one who makes sure clients can actually use it.

This role sits at the intersection of technical depth and client partnership. You'll work closely with CSMs, Product, and Engineering — but you own the technical relationship. Success here means clients that are stable, well-integrated, and getting measurable value from the platform.

Here’s What You’ll Do:   

• Strategic Technical Partnership
• • Act as the lead technical advisor for assigned enterprise and mid-market clients, guiding them on solution architecture, integration strategies, and platform optimization
  • Build deep relationships with client technology and operations teams to understand their strategic initiatives and align technical roadmaps accordingly
• Technical Planning, Implementation & Onboarding
• • Help lead technical onboarding efforts in collaboration with implementation and product teams, ensuring scalable architecture, data integrations, and compliance with financial regulations
  • Translate client workflows and regulatory requirements into best-practice configurations using Advisor360°’s platform
  • Lead pilots, betas and controlled research studies for new capabilities scoped to a subset of users
• Release Readiness & Change Management
• • Prepare clients for upcoming releases through testing plans, impact analysis, and coordination of rollout strategies
  • Partner with CSMs to ensure clients are informed, ready, and equipped to adopt new and underutilized capabilities
  • Identify and address adoption gaps across the platform — proactively surfacing underutilized capabilities, diagnosing barriers, and working with clients to drive meaningful usage
• Issue Resolution & Escalation Management
• • Own technical escalations, working cross-functionally with Support, Product, and Engineering to resolve issues while improving long-term system resilience
  • Manage complex client requests, ensuring clear documentation and efficient routing to internal subject matter experts
• Platform Health Monitoring & Optimization
• • Proactively review technical performance, usage trends, and system configurations to identify risks and recommend improvements
  • Provide insights and technical best practices that help clients scale usage, reduce friction, and increase platform ROI
• Voice of the Customer
• • Represent the technical needs of your clients in roadmap planning, product feedback cycles, and postmortems

What You Bring to the Table:  

• 5+ years in a Technical Account Manager, Solutions Engineer, or Technical Consultant role, ideally in SaaS or FinTech
• Ability to simplify complex technical concepts for clients by using clear language, storytelling, visuals, and active listening—empowering them to understand and embrace the technology without feeling overwhelmed.
• Experience supporting or implementing technology for wealth management, asset management, or financial services firms
• Strong understanding of financial data flows, compliance-driven system design, and integration best practices
• Hands-on experience with API integrations, SSO configuration, and data feed management — you've built or troubleshot these connections in a client-facing context, not just overseen them
• Proven ability to build strategic relationships with technical and business stakeholders at all levels
• Experience managing complex product configurations, integrations (APIs, SSO, custodians), and regulatory constraints
• Exceptional problem-solving and communication skills with the ability to translate technical details into business value
• Comfortable navigating fast-paced environments, managing multiple accounts, and leading cross-functional initiatives

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.    

The estimated base salary range for this position is $124,000–$143,000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.