Workplace Experience Specialist

Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.

With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect—and the operational independence that modern advisors demand.

Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.

As the Workplace Experience lead for Advisor360, you will be a core part of our People Experience team, shaping everything about our office experiences and in-office events in our Boston and NYC hubs. You will partner across the People team, Marketing, Finance, Facilities, and with people across the company to create an engaging, welcoming and well-organized workplace that enables our people to feel connected to each other and to do their best work.

This role requires 5 days a week on site in our Needham, MA office and occasional travel to our NYC office in lower Manhattan (once a month for the first 3 months then once every 4-6 weeks after that).

Here’s What You’ll Do:   

•  Office Operations Leadership
• • Lead day-to-day office operations for the Boston and NYC offices, ensuring a seamless, welcoming, and productive workplace experience.
  • Partner with leadership on space planning and capacity needs.
  • Support office expansions, relocations, or renovations.
  • Ensure compliance with safety and regulatory standards.
  • Plan and coordinate company-sponsored employee meals, including vendor management, catering logistics, and accommodating dietary needs.
  • Partner with front desk personnel to maintain accurate visitor logs, coordinate guest access, and ensure a professional and welcoming experience for office visitors.
  • Coordinate logistics for visiting employees, clients, and external guests, ensuring a seamless experience from arrival through departure.
  • Oversee office inventory, including supplies, kitchen amenities, snacks, and workplace materials, ensuring appropriate stock levels across both locations.
  • Proactively identify and address workplace needs to ensure employees have the resources, tools, and amenities necessary to work effectively.
  • Serve as a primary point of contact for employee office-related inquiries, requests, and concerns, providing timely and effective solutions.
• Vendor & Budget Management
• • Manage vendor relationships and negotiate service agreements.
  • Track and manage office services budget.
• Workplace Experience & Culture
• • Create and execute memorable people experiences through thoughtful events and workplace initiatives for our in office and remote employees.
  • There is also an opportunity to play a role in defining and planning remote events for our remote and global employees. 
     

What You Bring to the Table:  

• Passionate about making life at work more meaningful and better for employees
• 3–7+ years of experience in office operations, workplace experience, or facilities management.
• Demonstrated ability to own and improve operational processes with a high level of autonomy
• Executive presence: Ability to work directly with senior leadership. 
• Experience managing vendor contracts and budgets.
• Strong cross-functional collaboration skills.
• Ability to anticipate needs and operate with a high degree of autonomy.

Why You’ll Love Working Here: 

• The opportunity to work with an experienced and passionate team only interested in achieving success together
• The opportunity to collaborate and innovate as we build out our People team and support A360’s growth 
• Grow your People operations career and capabilities at an innovative SaaS company with a work hard and have fun culture

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

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 $ 90,000-$100,000 + 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.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

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.

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.

Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.