- We bring deep industry expertise, collaborative spirit, commitment to innovation as we reshape what's possible in wealth management.
- You'll partner closely with sales relationship management teams engage directly with client CIOs/CTOs/COOs act as trusted advisor aligning technology decisions business outcomes providing thought leadership on trends in wealthtech regulatory requirements enterprise data strategies.
Field CTO - Needham - Advisor360 LLC
Description
At Advisor360°, we build technology that transforms how wealth management firms operate, scale and serve their clients. We're a SaaS platform in fintech trusted by largest independent broker-dealers and RIAs to power full advisor and client experience-from portfolio construction and reporting to compliance and client engagement.
About this Role
This is hybrid role requiring three days per week onsite in our Needham headquarters. We seek Field CTO to serve as senior technical advisor to enterprise clients prospects blending technology strategy with business partnership helping wealth management firms unlock value of Advisor360° platform.