Business Analyst

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. All of our roles are hybrid, requiring 4 days onsite in our Needham, MA headquarters. We're looking for a Business Analyst who thinks like a consultant and operates like a strategist. This isn't just a role focused on data—it's about driving high-impact business decisions and building the operational backbone for scale. You'll work closely with senior leadership to solve complex challenges, lead cross-functional initiatives, and shape how the company grows. If you're energized by strategic problem-solving and thrive in a dynamic, collaborative environment, this is your opportunity to make a meaningful impact from day one. Here's What You'll Do: Work on cross-cutting company strategy projects and partner with senior leaders to accelerate progress and solve complex scaling challenges. Contribute to company-wide initiatives that improve how teams operate, collaborate, and deliver value Focus on top company metrics to surface, design, and implement initiatives that significantly influence business outcomes. Build and refine business and operational systems, workflows, and processes that enhance efficiency, clarity, and team collaboration. Perform analysis and research that inform high-impact decisions and help leaders focus on what matters most Support company-wide planning by contributing to strategy, goal-setting, and operational alignment What You Bring to the Table: Bachelor's degree in Business Administration, Finance, Economics, or a related field. Master's degree is a plus. 5-7 years of experience in business analysis, market research, or strategy development, preferably in a SaaS or technology-driven environment. Strong financial modeling and analytical skills, with experience in forecasting, budgeting, and financial reporting. Proven ability to assess and interpret market trends, customer needs, and industry shifts. Excellent proficiency with data analysis tools (e.g., Excel, Power BI, Tableau) and experience in data visualization. Strong understanding of SaaS business models, key metrics, and industry trends. Ability to work collaboratively in a fast-paced, dynamic environment, managing multiple projects simultaneously. Strong written and verbal communication skills, with the ability to present complex findings clearly to both technical and non-technical stakeholders. Critical thinking, problem-solving, and strategic planning skills. Nice to haves: Familiarity with financial services or wealth management industry trends and technologies. Experience in investment banking or venture capital Experience with AI technologies and trends

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.