Field CTO

Advisor360•Needham, MA

90d•$217,000 - $241,000

About The Position

We are seeking a Field CTO to serve as a senior technical advisor to our enterprise clients and prospects. This highly visible role blends technology strategy with business partnership, helping wealth management firms unlock the full value of the Advisor360° platform. As a Field CTO, you’ll partner closely with our sales and relationship management teams, engage directly with client CIOs/CTOs/COOs, and act as a trusted advisor to align technology decisions with business outcomes. This is a high-impact role at the intersection of technology, sales, and client success. You’ll directly shape the technology strategies of some of the most influential firms in wealth management while influencing Advisor360°’s platform evolution. If you thrive at the crossroads of business strategy and technology innovation, this role offers a unique opportunity to make an industry-wide impact. 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.

Requirements

12+ years of experience in technology leadership roles, ideally within SaaS, enterprise platforms, and fintech/wealth management technology.
Demonstrated success in a client-facing technical advisory role (Field CTO, Solutions Leader, Enterprise Architect, or equivalent).
Strong understanding of wealthtech enterprise IT environments, integration architectures, data strategies, and security considerations in financial services.
Ability to engage credibly with C-level executives, translating complex technical concepts into strategic business value.
Consultative mindset with the ability to influence high-stakes decisions in complex sales cycles.
Experience collaborating with sales, product, and delivery teams in high-growth, fast-paced environments.

Responsibilities

Build trusted relationships with executives at wealth management firms, serving as a senior technical advisor on digital transformation, platform strategy, and enterprise architecture.
Partner with the sales and Customer Success during the sales cycle to shape technology narratives, influence decision-making, and drive adoption of Advisor360°.
Lead client workshops, roadmap discussions, and technical deep-dives to align Advisor360°’s solutions with client business and technology strategies.
Provide thought leadership on trends in wealth management technology, regulatory requirements, and enterprise data strategies.
Translate client feedback into actionable insights for Advisor360° product and engineering teams, influencing roadmap and innovation.
Support smooth handoff from pre-sales to delivery, ensuring continuity of strategy and technical alignment throughout the client journey.
Represent Advisor360° at industry events, conferences, and client forums as a subject-matter expert and technology evangelist.