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Full-Time

Manager – Development

Posted on 7/24/2024

Advisor360°

Advisor360°

501-1,000 employees

SaaS platform for wealth management efficiency

Fintech

Senior, Expert

Waltham, MA, USA

Hybrid environment requiring 2-3 days per week in office.

Category
Engineering Management
Software Development Management
Required Skills
Communications
Management
Requirements
  • Possess a comprehensive understanding and knowledge of the complexities and needs of managing a software development team
  • A strong track record in successfully leading a software development/SaaS team
  • Inherent knowledge of development processes and best practices to manage multiple software development projects on time
  • Proven track record of success leading a development team in a dynamic, entrepreneurial environment where management of complex product requirements is a driver of success
  • Demonstrated track record of delivering software both on premise and SaaS including the transformation of product development processes to shorten release cycles
  • Proven leadership experience setting the vision and building, leading, and motivating development teams
  • The ability to build and foster a culture where the best ideas win, even when they are not yours
  • Available to work in a Hybrid environment- 2-3 days per week in office.
Responsibilities
  • Assure the team is fully engaged and productive at all times by knowing the status of each project and assisting employees with prioritization
  • Possess thorough visibility into projects and drive progress considering cross-functional requirements
  • Effectively create and communicate the status of key initiatives across the organization
  • Grow employees and build a strong team by hiring, coaching, guiding, and holding the team accountable to deliver on the business need
  • Lead from the front through hands-on management practices working alongside employees, embedding coaching and feedback consistently
  • Empower team members to listen, think, and then execute on day-to-day objectives considering priorities
  • Perform annual performance cycle management for team members including recommending merit and bonus for employees based on goals and performance
  • Implement and promote the use of standards and best practices within the area of expertise
  • Help team members practice autonomy and accountability
  • Consistently deliver ongoing feedback through 1:1 cycles and other mechanisms of communication
  • Collaborate with other development managers to ensure best practices and strategies are being communicated consistently across functional areas
  • Take initiative to drive product development forward with minimal oversight
  • Drive activity from initiation to completion and take responsibility for ensuring the progress of the team
  • Consider the entire ecosystem broadly and not just individual team responsibilities
  • Ask questions as an excited and motivated member of the Advisor360° team
  • Drive to deliver a great product to Advisor360°’s customers and users
  • Operate at a granular level to understand the technical details of his/her team in order to resolve obstacles and communicate status
  • Possess a team-oriented mindset

Advisor360 provides a Software-as-a-Service (SaaS) platform aimed at improving the efficiency and productivity of wealth management firms. The platform is designed for financial advisors and wealth managers, allowing them to manage their business and client relationships from a single system. It streamlines operations, reduces costs, and helps mitigate regulatory risks, enabling advisors to focus on assisting clients with their financial goals. The user-friendly interface offers clients a comprehensive view of their financial situation, facilitating personalized advice from advisors. Unlike many competitors, Advisor360 consolidates various aspects of wealth management into one integrated solution, which helps firms increase revenue and lower compliance risks. The company operates on a subscription-based model, providing clients with continuous updates and improvements to the platform.

Company Stage

N/A

Total Funding

N/A

Headquarters

Waltham, Massachusetts

Founded

2019

Growth & Insights
Headcount

6 month growth

13%

1 year growth

13%

2 year growth

13%
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Simplify's Take

What believers are saying

  • Advisor360°'s recent leadership changes, including the appointment of Mike Fanning as CEO, bring experienced leadership to drive future growth.
  • The selection by GWN Securities to fuel their new technology platform highlights Advisor360°'s strong market position and potential for further client acquisitions.
  • Winning the 2023 ThinkAdvisor LUMINARIES Award for Thought Leadership underscores the company's industry influence and innovative capabilities.

What critics are saying

  • The wealth management technology sector is highly competitive, requiring Advisor360° to continuously innovate to maintain its edge.
  • Regulatory concerns around AI and other advanced technologies could limit the adoption of new features, impacting the platform's attractiveness.

What makes Advisor360° unique

  • Advisor360° offers a unified, multi-custodial platform that integrates seamlessly with existing technologies, unlike many competitors who offer fragmented solutions.
  • Their focus on reducing regulatory risks and enhancing compliance through features like Gifts and Entertainment Disclosure sets them apart in the WealthTech sector.
  • The subscription-based model ensures continuous updates and improvements, providing clients with a consistently evolving platform.

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