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This role is based in Dynasty’s Headquarters in St. Petersburg, FL. Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Dynasty offers integrated and differentiated solutions and services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago. The Dynasty Operations team is responsible for the overall administration of the firm’s turnkey asset management program (TAMP). The Asset Management Operations Associate will report directly to the Head of Account Management and is integral to executing the various duties conducted through the department to include: facilitate trade related requests and inquiries from clients, third party managers, custodians and Resource Partners; execute on client account and manager set up on the Investment Management Account platform; perform tasks as part of the trading operations onboarding process like conducting live and prerecorded training sessions for new advisors; provide excellent client service and support related to all aspects of the operations investments and trading platform. This position must work effectively with internal members of the Dynasty team to include engaging management, independent financial advisors, and resource partners.
