Sales Engineer-Financial Services
Confirmed live in the last 24 hours
Advisor360°

501-1,000 employees

SaaS platform for streamlined wealth management operations
Company Overview
Advisor360° is a leading company in the WealthTech industry, offering a SaaS platform that enhances productivity and revenue while minimizing operational costs and regulatory risks. The company's proprietary approach to data unification and simplification enables quick market entry and informed decision-making. With a focus on creating a superior digital wealth experience, Advisor360° has positioned itself as a competitive player in the financial technology sector.
Fintech

Company Stage

N/A

Total Funding

N/A

Founded

2019

Headquarters

Weston, Massachusetts

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

6%

2 year growth

46%
Locations
Waltham, MA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Market Research
Sales
Communications
CategoriesNew
Sales & Account Management
Field Sales
Strategic Account Management
Requirements
  • Bachelor’s degree in business, Finance, or a related field.
  • Proven experience in a Sales Engineer or similar role within the financial services industry.
  • Strong technical aptitude with the ability to understand and communicate complex concepts.
  • Excellent verbal and written communication skills.
  • Ability to adapt and thrive in a fast-paced, dynamic environment.
  • Familiarity with wealth management firms and their decision-making processes.
  • Awareness of the regulatory environment, compliance requirements, and industry best practices.
  • Experience working within the financial services sector, specifically focusing on broker dealer and RIA business models.
  • An understanding of financial products and the unique challenges faced by broker dealers and RIAs.
  • Understanding of day-to-day operations of broker dealer and RIA entities.
  • Proven commitment to staying abreast of industry changes, available technology solutions and emerging trends, and regulatory updates affecting broker dealer and RIA operations.
Responsibilities
  • Platform Expertise & Customer Engagement
  • Deep Market Knowledge
  • Sales Support
  • Conduct Market Research