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Full-Time

Senior Software Engineer

Confirmed live in the last 24 hours

Advisor360°

Advisor360°

501-1,000 employees

SaaS platform for wealth management efficiency

Fintech
Financial Services

Senior, Expert

Waltham, MA, USA

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, 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

17%

1 year growth

17%

2 year growth

17%
Simplify Jobs

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.