Advisor360° is a leading SaaS platform in the fintech space that transforms how wealth management firms operate. They are seeking an analytical and tech-savvy Business Analyst to bridge the gap between customer needs, marketing insights, and product strategy, collaborating closely with Product Managers, Sales, and Marketing teams to drive product direction and organizational growth.
Responsibilities
- Support customers and prospects and partner with Product Managers to transform business and customer insights into product requirements and roadmap inputs
- Create clear, structured business and functional documentation that informs product and go-to-market decisions
- Gather, analyze, and synthesize data from customers, sales teams, and marketing to identify emerging trends and business opportunities
- Support Sales with product-related insights, competitive analysis, and data-driven materials that strengthen customer engagement
- Work cross-functionally to streamline workflows between Product Management, Marketing, and Sales
- Leverage AI and analytics tools to visualize trends, measure adoption, and quantify business impact
- Coordinate across internal teams to ensure consistent messaging, efficient communication, and alignment with company strategy
Skills
- Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field (double-major or minor in Business and a technical discipline strongly preferred)
- Strong analytical mindset with the ability to interpret and communicate complex data clearly
- Familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, data visualization tools) and how they can be applied to business analysis and product management
- Excellent verbal and written communication skills with an ability to collaborate across technical and non-technical teams
- Exposure to CRM systems, data analysis tools, and Agile environments (e.g., Jira, Confluence) is a plus
- Self-starter with a strong desire to learn, grow, and advance into a Product Management career path
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- The chance to share in the equity value you and your colleagues create during your time with the company
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
Company Overview
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth. It was founded in 2019, and is headquartered in Weston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.advisor360.com/.
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