Overview
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. 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.
Relationship Manager (Pre-Sales) – What You’ll Do As a
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. Working in close partnership with Enterprise Account Executives, you will engage early with broker-dealer stakeholders to shape platform vision, uncover opportunity, and support complex, multi-year sales pursuits. This is not a post-sales role; success is measured by relationship depth, pipeline influence, and enterprise engagement.
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
What You Bring to the Table
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
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: Why You’ll Love Working With Us:
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 $114,000- $131,000 + 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.
Note: 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.
Note: 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.
#J-18808-Ljbffr
Relationship Manager (Pre-Sales) – What You’ll Do As a
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. Working in close partnership with Enterprise Account Executives, you will engage early with broker-dealer stakeholders to shape platform vision, uncover opportunity, and support complex, multi-year sales pursuits. This is not a post-sales role; success is measured by relationship depth, pipeline influence, and enterprise engagement.
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
What You Bring to the Table
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
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: Why You’ll Love Working With Us:
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 $114,000- $131,000 + 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.
Note: 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.
Note: 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.
#J-18808-Ljbffr