Corporate Development 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.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

The Corporate Development Analyst will play a key role in supporting Advisor360°’s growth strategy through acquisitions, partnerships, and strategic investments. Sitting at the intersection of strategy and finance, you will help evaluate new opportunities, build financial models, analyze industry trends, and support deal execution and integration efforts.

This is an exciting opportunity for someone with strong analytical skills, a passion for fintech, and an interest in learning how strategic growth decisions are made in a high‑growth SaaS company. You will work directly with leaders across the organization, including Finance, Strategy, and Product, and gain exposure to senior executives as part of a small, high‑impact team.

Here’s What You’ll Do:

• Support the evaluation and execution of mergers, acquisitions, partnerships, and other strategic initiatives.
• Conduct market and company research to assess industry trends, competitive dynamics, and potential growth opportunities.
• Build and maintain financial models to analyze valuation, synergies, and deal scenarios.
• Assist in the preparation of presentation materials for executive leadership, board discussions, and external partners.
• Help coordinate due diligence processes by gathering and analyzing key financial, operational, and market data.
• Track and report on strategic investments, acquisitions, and partnership performance.
• Monitor fintech and wealthtech industry developments to inform Advisor360°’s corporate strategy.

What You Bring to the Table:

• 2–5 years of experience in investment banking, management consulting, corporate development, venture capital, or a finance/strategy role within a SaaS or fintech company.
• Strong financial modeling, analytical, and quantitative skills.
• Excellent written and verbal communication, with the ability to synthesize complex data into clear insights.
• High attention to detail, strong organizational skills, and the ability to manage multiple projects simultaneously.
• Curiosity and a proactive mindset. You’re eager to learn, take initiative, and grow within a dynamic environment.
• Experience with Excel, PowerPoint, and/or data visualization tools (e.g., Tableau) a plus.
• Bachelor’s degree in Finance, Economics, Business, or a related field.

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:

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 $120,000-134,500 + equity and bonus.

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.