Job Description

Overview 

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 hybrid, requiring three days per week onsite in our Needham, MA headquarters. This opportunity is intended for students graduating in 2026 (i.e., rising seniors entering their final year in Fall 2025).

Job Brief 

As a Software Engineer Intern, you will have the opportunity to gain hands-on experience, develop technical skills, and contribute to key projects that enhance our operations. You will not only contribute to the success of the engineering team but also gain valuable industry experience that will support your professional growth. 

Here's What You'll Do:

1. Exploring AI Tools for Productivity Enhancement

• Research and experiment with AI-based tools to improve workflow and team efficiency.
• Provide insights and recommendations on how AI solutions can automate repetitive tasks.
• Assist in the integration and testing of AI tools within the engineering team's workflow.

2. Contributing to Major Projects

• Participate in vendor integrations, working closely with the team to ensure smooth implementation.
• Support engineering improvements via refactoring and rewriting of existing applications.

3. Learning Through Scrum Team Involvement

• Perform small but impactful engineering tasks as part of a scrum team, gaining exposure to agile methodologies.
• Attend daily stand-ups, sprint planning, and retrospectives to understand the development lifecycle.

4. Skill Development and Professional Growth

• Engage in mentorship opportunities with experienced engineers to develop industry-relevant skills.
• Take advantage of training sessions and resources to expand knowledge in engineering and technology.
• Reflect on learning experiences and seek feedback for continuous improvement.
• Present your experiences to the organization at the completion of the internship.

What You Bring to the Table:

• Currently pursuing a degree in Computer Science, Engineering, or a related technical field or have had relevant practical experience.
• Students on track to graduate in 2026 who will be entering their final year (senior year) in Fall 2025.
• Foundational knowledge of programming, software development, or systems engineering concepts.
• Strong interest in emerging technologies, especially AI and automation tools.
• Willingness to learn, adapt, and apply new skills in a fast-paced environment.
• Good communication and collaboration skills, with the ability to work effectively in a team setting.
• Work outside of the formal curriculum is a plus but not required.

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.

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