Job Description

Overview 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. Job Brief/Here's What You'll Product-Data Science Collaboration Objective: Bridge the gap between product management and data science to identify high-value AI applications in wealth management. Tasks: Partner with product managers to translate business requirements into data science opportunities; document use cases where AI can enhance advisor workflows, client service, or operational efficiency; create product requirement documents (PRDs) for data science initiatives with clear success metrics; facilitate communication between product and data science teams to ensure alignment on priorities. Market Intelligence & Competitive Analysis Objective: Research how competitors are applying data science to wealth management challenges. Tasks: Analyze competitor platforms to identify implemented AI/ML features and their effectiveness; create structured assessments using consistent evaluation frameworks for comparison; present findings to product management to inform roadmap planning; maintain a knowledge base of industry AI/ML applications for ongoing reference. User Research & Problem Validation Objective: Verify that proposed data science initiatives address real user problems across customer segments. Tasks: Support product managers in conducting research with financial advisors, operations staff, and executives; document pain points that can be addressed through predictive analytics or machine learning; translate user feedback into specific data requirements for the data science team; create user journeys highlighting where AI interventions would deliver maximum value. Business Case Development Objective: Build compelling business cases for data science investments in wealth management. Tasks: Develop ROI models for proposed data science initiatives showing impact on efficiency, revenue, or compliance; estimate implementation costs and resource requirements in partnership with data science leads; create executive-ready presentations for prioritization discussions; track industry benchmarks to support business case assumptions. Product Experimentation Support Objective: Assist product management in designing and analyzing experiments for data science initiatives. Tasks: Help define success metrics for data science features before development begins; design A/B test frameworks for validating the impact of AI-powered features; support the analysis of experiment results and synthesize findings for product decisions; document learnings to inform future product development cycles. What You Bring to the Table: MBA or undergraduate students with background or interest in product management and data science applications. Strong analytical skills with ability to translate business problems into structured opportunities for data science. Excellent communication skills for bridging technical and business conversations. Experience with product management tools (JIRA, Confluence, etc.) and data visualization tools (Tableau, PowerBI). Basic understanding of data science concepts and terminology to effectively collaborate with technical teams. Familiarity with financial services concepts or wealth management is a plus. Research skills for gathering competitive intelligence and market insights. Comfort with ambiguity and ability to drive clarity through structured thinking. 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: 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. Advisor360 LLC

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