Leverage our SaaS WealthTech platform to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk.

Industry: Financial Services
Company Size: 501-1,000 employees

Advisor360°

Savvy Admin PROD

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 remote or hybrid, which would require three days per week onsite in our Needham, MA headquarters.**

The Implementation Project Manager is a critical role responsible for the successful execution of client onboarding and implementation projects. This individual will manage the full project lifecycle, from initiation through go-live, ensuring projects are delivered on time, within scope, and on budget. They will serve as the primary project representative, coordinating activities across internal teams and maintaining clear communication with client stakeholders. This role is ideal for a highly organized, detail-oriented professional with a strong background in project management, ideally within the financial services or FinTech sector.

**Here’s What You’ll Do**

Project Leadership & Management

- Manage the scope, schedule, and budget for multiple active implementation projects within the Implementation Team's portfolio.

- Serve as the primary project lead, coordinating all activities, resources, and tasks pursuant to the project plan.

- Develop and maintain comprehensive project documentation, including project plans, status reports, risk logs, and issue trackers.

- Facilitate regular project steering committee meetings, team stand-ups, and client-facing update sessions.

- Stakeholder Coordination & Communication

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- Act as the main point of contact for client project management teams, providing timely updates and managing expectations.

- Liaise closely with internal teams, including Services, Product, Data, Engineering, Solutions Architecture, and Forward-Deployed Engineering, to align resources and resolve roadblocks.

- Proactively identify, track, and mitigate project risks and dependencies, escalating issues to leadership when necessary.

- Delivery & Quality Assurance

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- Ensure all project deliverables meet defined quality standards and align with the agreed-upon Statement of Work (SOW).

- Oversee the transition from implementation to post-live client support, ensuring a smooth handoff.

- Contribute to the continuous improvement of the implementation methodology and project management best practices.

**What You Bring To The Table**

- 5+ years of experience managing complex software implementation or enterprise integration projects, preferably in a SaaS environment.

- Proven ability to manage scope, schedule, and budget for multiple concurrent projects.

- Exceptional client-facing communication and presentation skills with experience managing client expectations at various organizational levels.

- Strong knowledge of project management methodologies (e.g., Agile, Waterfall, Hybrid).

- Demonstrated experience coordinating cross-functional technical teams (e.g., Engineering, Architecture, Data).

- Familiarity with the wealth management industry, broker-dealer, or RIA operations is highly preferred.

- Preferred Qualifications

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- PMP, PRINCE2, or equivalent project management certification.

- Experience in the financial services or FinTech industry.

- Proficiency with project management tools (MS Projects, Monday.com, SmartSheets).

- Familiarity with Google suite of office applications, Confluence, Jira.

**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.

~~The estimated base salary range for this position is $136,500-$157,500 + 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

Implementation Project Manager

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