Solution Architect

We are seeking a Solution Architect to play a critical role in our sales organization. Acting as the technical partner to our Sales team, you will help prospective clients understand the power of the Advisor360° platform and design solutions that meet their business needs. You’ll combine deep product expertise, strong communication skills, and financial services knowledge to influence buying decisions and ensure successful solution design during the sales cycle.

This is a highly visible, client-facing role where you’ll be trusted as both a technical expert and a strategic advisor.

Here’s What You’ll Do:   

• Partner with Sales Directors to understand prospect business goals and tailor Advisor360° solutions to address them.
• Lead technical discovery sessions with executives, advisors, and IT teams to uncover requirements and map them to platform capabilities.
• Design solution architectures, integration strategies, and workflows that demonstrate the value of Advisor360°.
• Deliver product demonstrations and presentations that clearly communicate business impact and ROI.
• Act as the “voice of the client” to Product and Engineering, providing feedback on market trends and prospect needs.
• Support RFP/RFI responses with technical expertise and solution narratives.
• Build trusted relationships with prospects and serve as their go-to expert during the evaluation process.
• Partner with Customer Success and Implementation teams to ensure smooth transition from pre-sales to onboarding.
  
  
  

What You Bring to the Table:  

• 7+ years of experience in solution architecture, sales engineering, or technical consulting (preferably in SaaS or fintech).
• Strong background in wealth management, broker-dealer, or financial services technology.
• Proven ability to lead technical discovery, design tailored solutions, and influence senior decision makers.
• Excellent presentation, communication, and storytelling skills — able to make complex technology simple and compelling.
• Experience with system integration, data flows, and API-driven architectures.
• Strong collaboration skills; comfortable working with Sales, Product, and Technical teams.

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 $179,000-207,000.

Advisor 360 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. 

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.