Principal Solutions Specialist (SME) – Advisor & Client Experience (RIA)

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

This role is remote or hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

We are seeking a Principal Solutions Specialist (SME) – Advisor & Client Experience (RIA) to bring deep expertise in advisor workflows, client engagement, and digital client experience within the RIA ecosystem.

This role is ideal for someone who has worked closely with financial advisors, client service teams, and CRM platforms, and understands how advisors manage relationships, deliver advice, and engage clients across the full lifecycle.

As a subject matter expert, you will help shape how Advisor360° enables advisors to build stronger relationships, deliver personalized advice, and create a seamless client experience—while reducing the operational and technological burden that often gets in the way.

Here’s What You’ll Do:   

• Serve as a subject matter expert on advisor workflows and client experience within RIAs, including client onboarding, relationship management, and ongoing client engagement.
• Partner with the Field CTO and client-facing teams to support strategic client conversations focused on advisor productivity, client experience, and workflow optimization.
• Bring real-world experience working with financial advisors and client service teams to inform how Advisor360° evolves its advisor and client experience capabilities.
• Help translate advisor needs and workflows into platform capabilities and solution designs that enhance productivity and client outcomes.
• Provide expertise on CRM systems, advisor workflows, and client lifecycle management, including onboarding, service, and ongoing engagement.
• Contribute to the design and evolution of client portals, digital experiences, and advisor tools that improve how advisors interact with clients.
• Collaborate with product and engineering teams to shape features that support advisor efficiency, personalization, and client communication.
• Help define and promote best practices for advisor workflows, client engagement, and service models across RIAs.
• Participate in client workshops and discovery sessions to understand how firms structure advisor teams, client service models, and engagement strategies.
• Provide thought leadership on how advisor roles are evolving, including the increasing importance of relationship management, holistic advice, and client experience.

What You Bring to the Table:  

• 7–12+ years of experience in the RIA, wealth management, or advisor platform ecosystem, with a focus on advisor workflows, client service, or client experience.
• Hands-on experience working with financial advisors and client service teams, with a deep understanding of how advisors manage client relationships.
• Experience with CRM platforms and advisor workflow tools, and how they support client lifecycle management.
• Strong understanding of client onboarding, service workflows, and ongoing advisor-client engagement models.
• Familiarity with client portals, digital experiences, and advisor-facing tools used to support client relationships.
• Understanding of how RIAs deliver holistic advice and personalized client experiences across planning, investing, and reporting.
• Ability to translate advisor workflows and client experi