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 hybrid, requiring three days per week onsite in our Needham, MA headquarters.

We’re looking for a motivated, high-energy Sales Development Representative (SDR) to join our growing Go-To-Market team. In this role, you’ll play a key part in generating new business by identifying, contacting, and qualifying prospective enterprise clients.

You’ll be on the front lines of our sales motion—sparking interest with senior leaders at wealth management firms and helping them understand how Advisor360°’s platform can power their digital transformation. With direct exposure to leadership, product, and marketing, you’ll have a chance to influence not just pipeline growth, but how we engage and educate the market.

This is an exciting opportunity for someone who’s eager to grow their sales career in a fast-moving, client-obsessed technology company serving some of the largest financial institutions in the U.S.

Here’s What You’ll Do:

• Pipeline Generation & Qualification - Conduct outbound prospecting to identify and connect with executives and decision-makers at enterprise wealth management firms.
• Build and maintain a robust pipeline of qualified opportunities through cold calls, emails, and LinkedIn outreach.
• Articulate Advisor360°’s value proposition in a clear, compelling way that aligns with client challenges and strategic goals.
• Schedule discovery calls and support early-stage sales motions with thoughtful, well-researched engagement.
• Collaboration & Execution - Partner closely with Account Executives to coordinate outreach, build account strategies, and ensure smooth hand-offs.
• Provide feedback to Marketing and Product teams based on conversations in the field—helping shape messaging and identify key themes.
• Leverage leading CRM and AI-enabled sales tech tools to manage activity, track performance, and continuously improve execution.
• Contribute to a culture of curiosity, teamwork, and high performance.
• Market & Client Orientation - Develop a deep understanding of the wealth management ecosystem—including key players, workflows, and emerging trends.
• Serve as an early point of contact for enterprise prospects, offering insight and credibility from the first conversation.
• Continuously learn about our platform’s capabilities and the problems we solve for clients.

What You Bring to the Table:

• 1–2 years of experience in sales, lead generation, or a client-facing role—or a demonstrated interest in starting a career in B2B technology sales.
• Strong verbal and written communication skills; comfortable speaking with executives and tailoring messaging to different personas.
• Self-starter with a growth mindset—open to feedback, eager to improve, and motivated by goals.
• Resourceful and resilient; you’re energized by challenges and undeterred by rejection.
• Proficiency with modern sales tools and CRMs (Hubspot experience a plus).
• Interest in financial services, SaaS, or enterprise technology.

As an SDR, you’ll play a foundational role in expanding our reach and shaping the first impression we make with future clients. You’ll also be joining a team that’s deeply collaborative, intellectually curious, and committed to helping you grow.

Advisor360° is at a unique moment in its growth story. Our enterprise SaaS platform powers the advisor and client experiences for some of the largest broker-dealers in the country—and we’re investing heavily in next-generation capabilities, go-to-market strategy, and team development.

Why You’ll Love Working With Us:

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.