Customer Success Senior Manager

Dynasty Financial Partners, LLC•St. Petersburg, FL

19d

About The Position

Dynasty Financial Partners is seeking an experienced, strategic Partner Success Manager (PSM) for its Technology Partner Success team. The role serves as a senior technology consultant and strategic point of contact for a portfolio of Dynasty Network Partners, independent RIA firms that use Dynasty’s technology ecosystem to operate and grow their practices. The PSM owns strategic partner relationships across Dynasty’s technology stack, including proprietary platforms and integrated third-party solutions. The role leads executive-level business reviews, drives platform adoption and return on investment, identifies opportunities to deepen platform utilization, and helps partners maximize the value of their technology investment. It requires independent senior-level work, building trust with sophisticated advisory firms and their principals, translating complex technology into business outcomes, and helping shape the Partner Success practice, including informally mentoring junior PSMs. The position also supports partner training, implementation, platform configuration, product feedback, vendor coordination, and cross-departmental initiatives. Travel to partner offices nationwide is expected approximately 4–6 times annually.

Requirements

7–10+ years of work experience, preferably at a financial technology, wealth management, or financial services firm.
Bachelor’s degree or equivalent experience.
Demonstrated experience leading executive-level business reviews and managing strategic, high-value client or partner relationships.
Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint.
Excellent time management and prioritization skills, including the ability to manage competing partner needs and multiple concurrent strategic initiatives.
Outstanding communication and executive presentation skills, with the ability to collaborate across internal teams, vendor partners, and client stakeholders.
Ability to manage cross-departmental initiatives in a structured way and communicate with and obtain resources from multiple stakeholders.
Ability to work independently, take ownership of strategic partner relationships, and proactively identify opportunities and potential issues.
Willingness and flexibility to travel onsite to partner offices nationwide approximately 4–6 times annually.

Nice To Haves

MBA.
Prior experience in Relationship Management, Product Management, Client Success, or Technology Consulting at a financial services or fintech firm.
Experience administering or consulting on CRM platforms, preferably Salesforce; performance reporting tools such as Black Diamond or Addepar; or financial planning platforms such as eMoney or MoneyGuide.
Knowledge of performance reporting, financial planning, CRM, proprietary platforms, and integrations between them.

Responsibilities

Own relationships with a portfolio of Dynasty Network Partners across implementation, administration, and ongoing adoption of Dynasty’s technology stack.
Lead quarterly and executive business reviews with partner firm leadership and principals, presenting utilization insights, ROI, and a forward-looking technology roadmap aligned with firms’ growth objectives.
Understand partner business models, workflows, and growth objectives to identify opportunities for greater platform adoption, feature utilization, or training.
Translate complex technical information into clear, executive-ready guidance.
Organize and host training and implementation calls independently and in coordination with vendor partners.
Create training materials, visual guides, and documentation on software best practices and internal processes.
Coordinate and facilitate best-practice sharing sessions with Network Partner firms, documenting and executing on takeaways.
Support configurations across the Dynasty technology stack, including performance reporting, financial planning, CRM, and proprietary tools.
Partner with Product and Engineering leadership to inform platform roadmap decisions using direct and aggregated partner feedback.
Informally mentor junior Partner Success Managers and share best practices in partner strategy, technology consulting, and executive communication.
Liaise with vendor Resource Partners to support existing partnerships, perform data audits and updates, manage user permissions, and coordinate technical support.
Coordinate with Finance, Legal, Compliance, Relationship Management, and Marketing on operational efficiencies and cross-departmental initiatives.
Travel onsite to partner offices nationwide approximately 4–6 times annually.
Manage a portfolio of strategic partners independently and deliver on team goals and partner satisfaction.