What are the responsibilities and job description for the Software Automation Engineer II 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 is hybrid, requiring three days per week onsite in our Needham, MA
headquarters.
Advisor360° is hiring a Software Automation Engineer III to build and test shared services and tools, drive operational excellence, and automate systems in our hybrid-cloud environment. This role requires balancing tactical automation solutions with strategic implementation, from developing scripts to resolve customer-impacting issues to creating sustainable automation frameworks for long-term initiatives.
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:
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 $86000-$98000 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.
To all recruitment agencies: We do not accept unsolicited resumes and are not responsible for related fees.
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.
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 is hybrid, requiring three days per week onsite in our Needham, MA
headquarters.
Advisor360° is hiring a Software Automation Engineer III to build and test shared services and tools, drive operational excellence, and automate systems in our hybrid-cloud environment. This role requires balancing tactical automation solutions with strategic implementation, from developing scripts to resolve customer-impacting issues to creating sustainable automation frameworks for long-term initiatives.
Here’s What You’ll Do
- Work collaboratively with cross functional stakeholders employing a “shift left” mentality.
- Interpret requirements documentation to create comprehensive test plans
- Ensure adequate test coverage within product areas
- Perform investigative and negative testing to find application limits
- Develop solid understanding of team's domain area and assist with requirement refinement
- Automate manual test cases
- Work within software engineering teams to ensure product quality
- Lead troubleshooting and issue resolution activities
- Document discrepancies using defect tracking tools
- Engage in software release activities
- Create and maintain regression test suites
- Debug issues from failed daily automation executions
- Analyze business requirements to create effective test plans
- Collaborate with engineers to develop reliable, efficient automation tests
- 4 years of software quality assurance experience
- Knowledge of software engineering testing best practices
- Analytical approach to troubleshooting
- Ability to work and communicate effectively across disciplines and teams
- Strong programming experience in Python, JavaScript with Selenium and Playwright.
- Understanding code architecture best practices such as reusability, maintainability, scalability, and abstraction
- Experience and understanding of source control (BitBucket/GitHub)
- Experience working with REST APIs and usage of tools like Swagger and Postman
- Experience with Azure
- Experience with SQL and relational databases with capability to dig into and understand data.
- Knowledge of the fundamental concepts of Continuous Integration/Continuous Delivery
- Thrives in fast-paced, dynamic environments and is comfortable prioritizing and delivering results.
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 $86000-$98000 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.
To all recruitment agencies: We do not accept unsolicited resumes and are not responsible for related fees.
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.
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