Solutions Architect (Wealthtech)

About the role

This role can be remote or hybrid working onsite 3 days a week in our Needham, MA location. We are seeking a Solutions Architect with 5+ years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology to join Advisor360’s Onboarding Team.

Responsibilities

• Serve as the primary senior technical and business authority during onboarding, collaborating with executive-level client stakeholders.
• Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements.
• Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
• Act as a trusted change management consultant, advising clients on implementation strategies and organizational change management practices.
• Establish deep, trusted relationships with senior stakeholders, positioning Advisor360 as a strategic partner in their long-term success.
• Represent Advisor360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients.
• Lead solution architecture for large-scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency.
• Validate solution scope in partnership with Sales, Onboarding, and Product teams.
• Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third-party ecosystem integrations.
• Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management.
• Provide executive-level oversight and thought leadership on technical delivery across multiple onboarding programs.
• Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities.
• Cross-functional leadership: Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre-sales through post-sales onboarding.
• Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients.
• Mentor and coach onboarding architects, implementation managers, and client technical teams.
• Shape Advisor360’s onboarding methodology to scale effectively across enterprise clients.
• Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption.
• Drive enterprise client adoption and early measurable value realization during onboarding.
• Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
• Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
• Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

Requirements

• 5-8 years of experience in external customer facing solution architecture, enterprise onboarding, or implementation consulting in financial services technology, preferably Wealthtech.
• Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks).
• Strong foundation in business/systems analysis, fostering curiosity and a balanced mix of technical and business skills.
• Experience collaborating with developers and performing QA testing is highly valuable.
• In-depth knowledge of broker-dealer and RIA back-office operations and workflows.
• Background in financial services, insurance, or wealth advisory technology.
• Familiarity with financial services data aggregators and industry standards.
• Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level.
• Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments.

Qualifications

• BS/BA degree in Computer Science, Information Systems, or related field.
• CISSP, CISA, or similar certifications preferred.

Skills

• Strong understanding of financial services technology, particularly in wealth management and broker-dealer/RIA operations.
• Expertise in enterprise system integrations, including APIs, SSO, CRM, data management, and security frameworks.
• Strong business/systems analysis skills, able to translate business needs into technical solutions.
• Experience with financial services data aggregation and industry standards.
• Excellent client-facing communication and influencing skills, with the ability to work at the executive and C-suite levels.
• Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments.

Benefits

Not specified.

Pay

The estimated base salary range for this position is $145,000-174,000+ bonus and 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.

Schedule

This role can be remote or hybrid working onsite 3 days a week in our Needham, MA location.