United States onlyAt 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 can be remote or hybrid onsite 3 days a week in our Needham, MA location.
The VP of Corporate Development will be a key strategic leader at Advisor360°, responsible for driving inorganic growth through acquisitions, partnerships, and strategic investments. This role will sit at the intersection of strategy, finance, and execution - shaping how we expand our platform, enter new markets, and accelerate innovation in the wealthtech space.
You’ll work closely with the CEO, COO/CFO, and executive team to evaluate opportunities, structure deals, and integrate new businesses and technologies into Advisor360°. The ideal candidate combines deep transaction experience with strategic thinking and the ability to execute in a high-growth, fast-paced environment.
Here’s What You’ll Do:
- Lead Advisor360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments.
- Partner with the executive team to define long-term growth priorities and assess external opportunities that align with our vision and financial goals.
- Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment.
- Drive end-to-end transaction execution, including due diligence, deal structuring, negotiation, and integration planning.
- Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealthtech ecosystem.
- Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships.
- Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions.
- Represent Advisor360° at industry events and in external discussions with potential partners, investors, and acquisition targets.
What You Bring to the Table:
- 12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting, with significant exposure to SaaS, fintech, or wealth management.
- Proven track record of leading and executing M&A transactions and strategic partnerships from sourcing to integration.
- Strong financial modeling, valuation, and deal-structuring skills.
- Exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies.
- Executive presence and credibility, with strong influencing and negotiation skills.
- Excellent collaboration skills with experience working cross-functionally with executive teams and boards.
- A strategic thinker who is also hands-on and able to dive into details to drive outcomes.
- Experience in high-growth or private equity-backed companies is strongly preferred.
Why You’ll Love Working Here:
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.
The estimated base salary range for this position is $249,153 - $300,000 + bonus & equity.
Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.
Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.
Should you have any questions regarding the application process, please contact Advisor360 at hr@advisor360.com
