Full-Time

Senior Software Engineer

Posted on 6/27/2024

Advisor360°

Advisor360°

501-1,000 employees

SaaS platform for wealth management efficiency

No salary listed

Senior, Expert

Waltham, MA, USA

Hybrid position requiring both remote and in-person work.

Category
Backend Engineering
Software Engineering
Required Skills
Microsoft Azure
Agile
Python
SQL
Apache Kafka
REST APIs
Data Analysis
Requirements
  • 7+ years of software engineering experience building enterprise applications using Python, .Net
  • Proficiency in SQL/relational databases and TFS including building and release definitions within a CI and CD environment
  • Experience with building infrastructure using Microsoft Azure technology / Hands on expertise using and automating capabilities on Azure
  • Good generalist who can learn new technologies and apply the same to problems facing our organizations
  • Experience implementing business critical database applications, REST micro-services and/or long-running backend data processing applications using technologies such as Orkes, Kafka and Databricks
  • Experience serving as technical expert throughout the full SDLC using Agile methodologies, from conception, architecture definition, detailed design, scoping, planning, implementation, testing to documentation, delivery and maintenance
  • A leader in coding standards, code reviews, source control management, build processes, testing, and operations
  • Ability to work in our Weston, MA office three days a week
Responsibilities
  • Acts as a technical leader by making significant technical contributions to the planning and implementation of mid- to large-scale projects from conception to completion
  • Demonstrates versatility of knowledge and applies strong technical skill base to contribute to meet strategic objectives
  • Validates requirements, performs analysis, design, programming, testing, documentation and support for assigned projects to drive application changes
  • Ensures compliance with coding standards and development procedures and suggests opportunities for improvement
  • Acquires and utilizes strong technical and application knowledge to introduce and forecast the impact of new software design patterns, code concepts, and emerging technologies
  • Shares information and expertise to improve the productivity of team and empower individuals
  • Acts as a subject matter expert within the organization while resolving complex technical issues or challenges
  • Acts as a mentor to develop and support team members
  • Leads multiple projects inside of the team and delegate tasks to team members

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, giving advisors more time to focus on helping clients achieve their financial goals. The user-friendly interface offers clients a comprehensive view of their financial situation, enabling 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's goal is to enhance the wealth management experience for both advisors and their clients through a subscription-based model that ensures continuous updates and improvements.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Waltham, Massachusetts

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Advisor360°'s acquisition of Parrot AI enhances its platform with advanced AI capabilities.
  • The launch of Tandem CRM solution indicates a shift towards scalable client management tools.
  • GWN Securities' selection of Advisor360° highlights its technology as a key differentiator.

What critics are saying

  • Integration of Parrot AI may face challenges with existing systems.
  • Tandem CRM solution may struggle against established CRM providers in the market.
  • Pressure from GWN Securities' selection could impact reputation if integration fails.

What makes Advisor360° unique

  • Advisor360°'s Unified Data Fabric™ integrates seamlessly with existing technology stacks.
  • The platform offers a holistic view, enhancing productivity and reducing compliance risks.
  • Advisor360°'s SaaS model ensures continuous updates and improvements for wealth management firms.

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Company News

Finance Director Europe
Apr 3rd, 2025
Advisor360° launches Parrot AI to automate client meeting workflows in wealth management

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On Wednesday, Advisor360 announced the launch of Tandem, its cloud-based CRM solution built specifically for independent RIAs.

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Business Wire
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INACTIVE