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.

We’re looking for a highly experienced and strategically minded Executive Assistant to support our Chief Operating and Financial Officer (COO/CFO). This isn’t your typical administrative role: it’s a critical, high-visibility position that requires proactive judgment, strategic thinking, and operational excellence. You’ll work closely with our COO/CFO to help manage priorities, drive business outcomes, and ensure they are operating at peak effectiveness.

Here’s What You’ll Do:

• Executive Support: Manage complex calendars, travel, meetings, and communications with precision and discretion. Anticipate needs and stay several steps ahead.
• Operational Coordination: Monitor and align the COO/CFO’s schedule with shifting business priorities. Serve as a gatekeeper and trusted liaison both internally and externally.
• Strategic Support: Act as an extension of the COO/CFO by preparing executive briefings, coordinating high-impact projects, and tracking key deliverables.
• Internal Communications: Draft correspondence, presentations, and reports on behalf of the COO/CFO. Maintain strong, professional communication with internal stakeholders.
• Meeting & Event Management: Plan and manage leadership meetings, offsites, and cross-functional touchpoints. Own agendas, logistics, and follow-ups.
• Whereabouts & Visibility Management: Maintain awareness of and communicate the whereabouts and availability of the COO/CFO to relevant internal teams.
• Cross-Functional Partnership: Collaborate across departments (Finance, HR, Legal, Operations, and Product) to help drive operational efficiency and clarity.
• Confidentiality & Judgment: Handle sensitive information with the utmost discretion, demonstrating sound judgment at all times.

What You Bring to the Table:

• 7+ years of executive support experience, preferably in a tech-forward or high-growth organization
• Experience supporting C-level executives; exposure to both finance and operations functions is a strong plus
• Strong business acumen and ability to understand company priorities and act accordingly
• Excellent project management and organizational skills; you're comfortable navigating ambiguity
• Outstanding communication—both written and verbal
• Highly proactive, resourceful, and adept at anticipating needs
• Professional maturity, discretion, and strong interpersonal presence
• Comfortable in a hybrid environment and able to be in our Needham office regularly

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:

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.