Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction.
With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect - and the operational independence that modern advisors demand.
Join us at a pivotal moment: we're a team of builders and innovators rearchitecting what a wealth management platform can be, and looking for people who want to help lead that next chapter.
Here’s What You’ll Do:
- Serve as a hands-on analyst supporting the Total Rewards portfolio: compensation, benefits, equity, and rewards programs, often juggling several workstreams in the same week.
- Support the annual compensation cycle: build merit, bonus, and equity models, prepare manager materials, and validate data before and after changes load, with review from the Senior Manager, Total Rewards.
- Assist with market pricing and job leveling using survey data, and help maintain job architecture, salary ranges, and band placement as roles evolve.
- Prepare analysis for offers, promotions, and internal equity requests, giving the Senior Manager, People Partners, and Talent Acquisition clear, data-backed recommendations for review.
- Partner with the Senior Manager, Total Rewards on benefits administration, including open enrollment, vendor and carrier coordination, eligibility, billing reconciliation, and employee questions.
- Maintain compensation and benefits data integrity in HRIS (Rippling), including plan setup, comp changes, and audits that keep records accurate and compliant.
- Partner with Payroll on accuracy for every cycle: audit comp, bonus, and equity-related changes before each run, and reconcile benefit deductions and employer contributions against carrier invoices.
- Keep Rippling and the payroll system in sync for new hires, terminations, comp changes, and off-cycle or one-time payments, resolving discrepancies and employee pay questions quickly.
- Build and refine reports, dashboards, and analyses (pay equity, compa-ratios, bonus and equity utilization, benefits cost and participation) that help leaders make informed decisions.
- Support core compliance work, including pay transparency, ACA, ERISA and 5500 filings, leave and wage-and-hour requirements, and state-specific rules across our multi-state workforce, partnering with the Senior Manager and outside advisors.
- Coordinate compensation survey participation and submissions, and work with equity administration and payroll partners on grants, vesting, and exercises.
- Help plan and deliver total rewards communications, such as program guides and manager toolkits, so employees understand the full value of their package.
- Help build and refine repeatable processes and playbooks, turning ad hoc practices into scalable ones as the company matures.
- Partner with Talent Acquisition, HRBPs, Finance, and Payroll to ensure a consistent, equitable rewards experience across functions.
- Jump into whatever’s needed. This role is built for someone who enjoys variety and isn’t afraid to figure things out.
What You Bring to the Table:
- 2–3 years of progressive experience in total rewards, compensation, benefits, or HR analytics, ideally in a growth-stage or technology environment.
- Strong analytical skills: advanced Excel or Google Sheets (lookups, pivots, modeling); experience with HR analytics or BI tools is a plus.
- Hands-on HRIS experience required; Rippling experience strongly preferred.
- Familiarity with payroll processes and multi-state payroll considerations (deductions, withholding, off-cycle payments), and comfort reconciling payroll and benefits data.
- Familiarity with compensation practices (market pricing, job leveling, salary structures, merit and bonus cycles) and exposure to equity compensation.
- Familiarity with benefits administration and relevant regulations (ACA, ERISA, pay transparency, multi-state requirements).
- A roll-up-your-sleeves mindset and eagerness to learn, comfortable in a small team where processes are still being built.
- Sound judgment and discretion when handling confidential compensation and employee data.
- Strong process orientation, comfortable following established processes and suggesting improvements.
- Excellent communication skills, with the ability to explain complex pay and benefits concepts clearly and build trust across all levels of the organization.
- Fluent with AI tools and comfortable using them to move faster on analysis, reporting, and administrative work, with the judgment to know what still needs a human.
- Bachelor’s degree in HR, Finance, Business, Economics, or a related field, or equivalent practical experience.
- Nice to have: interest in pursuing CCP, CEBS, or similar certification, and experience in financial services or wealthtech.
Why You’ll Love Working Here:
It’s not just about work, it’s about building a career and enjoying the ride! 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 $ 76,000 – $90,000 + 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. Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.
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 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.
As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking. Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.