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 will be hybrid out of our Needham, MA headquarters.
As the VP, Sales, you are a growth-minded sales leader with a strong background in SaaS and fintech. You’re passionate about helping clients solve real business challenges through innovative technology. You thrive in high-impact environments and know how to lead complex sales cycles with enterprise clients. You bring a collaborative mindset and work closely with Product, Marketing, and Customer Success to drive results.
Here's What You’ll Do:
- Develop & Execute Enterprise Sales Strategy: Own and execute the sales plan for acquiring and growing enterprise accounts across the wealth management space.
- Lead Complex Sales Cycles: Drive full-cycle enterprise sales from sourcing through close, with a focus on new logo acquisition.
- Build and Nurture Client Relationships: Develop deep, strategic relationships with key decision-makers at financial services firms.
- Collaborate Across Teams: Partner with Product, Marketing, and Customer Success to deliver an exceptional client experience from first conversation to onboarding.
- Identify Market Opportunities: Stay informed on industry trends and competitor moves to shape messaging and GTM strategies.
- Represent the Brand: Attend conferences, events, and networking engagements to grow Advisor360°’s presence and pipeline.
What You Bring to the Table:
- 10–15+ years of enterprise sales experience with a track record of driving revenue growth in wealth management / financial services technology (SaaS/fintech background strongly preferred).
- Deep knowledge of the wealth management ecosystem-RIAs, broker-dealers, custodians-and experience selling into these complex organizations.
- Demonstrated success leading long, complex sales cycles and closing high-value enterprise deals.
- Ability to communicate value and educate/influence C-level stakeholders and decision-makers (CIOs, CTOs, COOs).
- Cross-functional experience collaborating with Product, Marketing, and Customer Success.
- Excellent verbal and written communication skills, with the ability to “read the room” and adapt messaging to diverse audiences.
Why You’ll Love Working With Us:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:
The estimated base salary range for this position is $225,000-$256,000 + 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.
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.
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.
