What are the responsibilities and job description for the Business Development Representative position at Advisor360°?
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 can be remote or hybrid onsite 3 days a week in our Needham, MA location.
As our go-to-market team continues to grow, we’re looking for ambitious, high-energy Business Development Representatives (BDRs) to help introduce Advisor360°’s platform to new prospects and build pipeline across our suite of offerings.
Here’s What You’ll Do
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.
The estimated base salary range for this position is $60,000 commission & equity.
Advisor 360 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.
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
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.
As our go-to-market team continues to grow, we’re looking for ambitious, high-energy Business Development Representatives (BDRs) to help introduce Advisor360°’s platform to new prospects and build pipeline across our suite of offerings.
Here’s What You’ll Do
- Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Advisor360°’s platform.
- Educate prospects on the value of modern wealth management technology, including advisor efficiency, operational scalability, and improved client experiences.
- Qualify inbound and outbound leads and schedule meetings for the Account Executive team.
- Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms.
- Use a consultative approach to uncover pain points related to advisor workflows, data fragmentation, compliance, reporting, and firm growth.
- Partner closely with sales, product, and marketing teams to refine messaging and target ideal customer profiles.
- Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (e.g., HubSpot).
- Serve as an ambassador for Advisor360°, representing our mission, values, and innovation in every interaction.
- 1 years of experience in sales, business development, or lead generation (SaaS, FinTech, or AI experience preferred).
- Strong interest in AI, emerging technology, and how it can transform advisor and client experiences.
- Excellent communication and interpersonal skills with the ability to clearly articulate value.
- A highly motivated, self-starter mindset with a desire to exceed goals in a fast-paced environment.
- Comfort handling objections and engaging senior-level stakeholders.
- Experience with sales tools such as Salesforce, Outreach, ZoomInfo, or similar platforms is a plus.
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.
The estimated base salary range for this position is $60,000 commission & equity.
Advisor 360 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.
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