Relationship Manager (Pre-Sales)
At Advisor360°, you will focus on building, nurturing, and expanding senior-level relationships within large broker-dealer organizations ahead of formal sales cycles. This role is centered on influence, access, and credibility, helping Advisor360° earn a seat at the table with home office leaders and positioning the platform as a strategic partner to the broker-dealer business. Responsibilities
Broker-Dealer Relationship Development
Build and maintain trusted relationships with broker-dealer home office leaders across: Technology & Platform Strategy, Operations, Compliance & Supervision, and Advisor Experience & Growth Leverage existing broker-dealer network to open doors, create warm introductions, and expand Advisor360°’s footprint within target firms Develop long-term relationship strategies aligned to broker-dealer platform modernization initiatives
Pre-Sales Partnership with Enterprise Sales
Partner with Enterprise Account Executives on account planning, stakeholder mapping, and pursuit strategy Engage early in broker-dealer buying journeys to influence requirements, success criteria, and platform positioning Support executive meetings, onsite visits, and strategic working sessions with BD leadership Provide insight into broker-dealer priorities, regulatory considerations, and organizational dynamics
Industry Presence & Thought Leadership
Represent Advisor360° within the broker-dealer community at industry conferences, executive forums, and client events Serve as a knowledgeable industry voice on broker-dealer technology transformation
Internal Collaboration
Share market and relationship intelligence with Sales, Marketing, Product, and Leadership Provide feedback from broker-dealer conversations to inform go-to-market and product strategy
Qualifications
5+ years of experience in wealth technology, fintech, or capital markets technology Direct experience working with enterprise broker-dealers and home office stakeholders Proven success in pre-sales relationship development, enterprise sales support, or strategic partnerships Strong understanding of broker-dealer operating models, including advisor platforms, compliance, and supervision Existing network within the broker-dealer ecosystem strongly preferred Exceptional executive presence, communication, and stakeholder management skills Benefits & Compensation
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. EEO Statement
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. 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.
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At Advisor360°, you will focus on building, nurturing, and expanding senior-level relationships within large broker-dealer organizations ahead of formal sales cycles. This role is centered on influence, access, and credibility, helping Advisor360° earn a seat at the table with home office leaders and positioning the platform as a strategic partner to the broker-dealer business. Responsibilities
Broker-Dealer Relationship Development
Build and maintain trusted relationships with broker-dealer home office leaders across: Technology & Platform Strategy, Operations, Compliance & Supervision, and Advisor Experience & Growth Leverage existing broker-dealer network to open doors, create warm introductions, and expand Advisor360°’s footprint within target firms Develop long-term relationship strategies aligned to broker-dealer platform modernization initiatives
Pre-Sales Partnership with Enterprise Sales
Partner with Enterprise Account Executives on account planning, stakeholder mapping, and pursuit strategy Engage early in broker-dealer buying journeys to influence requirements, success criteria, and platform positioning Support executive meetings, onsite visits, and strategic working sessions with BD leadership Provide insight into broker-dealer priorities, regulatory considerations, and organizational dynamics
Industry Presence & Thought Leadership
Represent Advisor360° within the broker-dealer community at industry conferences, executive forums, and client events Serve as a knowledgeable industry voice on broker-dealer technology transformation
Internal Collaboration
Share market and relationship intelligence with Sales, Marketing, Product, and Leadership Provide feedback from broker-dealer conversations to inform go-to-market and product strategy
Qualifications
5+ years of experience in wealth technology, fintech, or capital markets technology Direct experience working with enterprise broker-dealers and home office stakeholders Proven success in pre-sales relationship development, enterprise sales support, or strategic partnerships Strong understanding of broker-dealer operating models, including advisor platforms, compliance, and supervision Existing network within the broker-dealer ecosystem strongly preferred Exceptional executive presence, communication, and stakeholder management skills Benefits & Compensation
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. EEO Statement
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. 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.
#J-18808-Ljbffr