Customer Success Senior Manager

Dynasty Financial Partners•St Petersburg, FL

18d

About The Position

Dynasty Financial Partners is seeking an experienced, strategic Partner Success Manager to join 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 Partner Success Manager owns strategic relationships across Dynasty's full technology stack, including proprietary platforms and integrated third-party solutions. The position leads executive-level business reviews, drives platform adoption and return on investment, identifies opportunities to deepen platform utilization, and ensures partners receive maximum value from their technology investment. The role operates independently at a senior level, builds trust with advisory firms and their principals, translates complex technology into business outcomes, and helps shape the Partner Success practice, including by informally mentoring junior Partner Success Managers. The role also supports partner training, implementation, platform configurations, and best-practice sharing. It works with Product and Engineering leadership to inform platform roadmaps using partner feedback, coordinates with vendors and internal departments, and manages cross-functional 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.
Prior experience in Relationship Management, Product Management, Client Success, or Technology Consulting at a financial services or fintech firm is strongly preferred.
Demonstrated experience leading executive-level business reviews and managing strategic, high-value client or partner relationships.
Experience administering or consulting on CRM platforms, performance reporting tools, or financial planning platforms is strongly preferred.
Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel, Power Automate, Power Apps, and SharePoint.
Excellent time management and ability to prioritize competing partner needs and manage 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 operate as a strategic advisor to firm leadership and build credibility at the principal and executive level.
Ability to manage cross-departmental initiatives in a structured way and communicate with and obtain resources from multiple stakeholders.
Proactive approach to creating value, building rapport with partners, and identifying opportunities before they become issues.
Willingness and flexibility to travel onsite to partner offices nationwide approximately 4–6 times annually.

Nice To Haves

MBA.
Experience with Salesforce.
Experience with performance reporting tools such as Black Diamond or Addepar.
Experience with financial planning platforms such as eMoney or MoneyGuide.

Responsibilities

Serve as the senior technology point of contact for a portfolio of Dynasty Network Partners, owning relationships 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 firm growth objectives.
Understand each partner's business model, workflows, and growth objectives to identify opportunities for deeper platform adoption, new feature use, or additional training.
Translate complex technical information into clear, executive-ready guidance that firm leadership can act on.
Organize and host training and implementation calls independently and in coordination with vendor partners.
Create training materials, visual guides, and documentation covering software best practices and internal processes.
Coordinate and facilitate best-practice sharing sessions with Network Partner firms, documenting and executing on takeaways.
Support platform configurations across the Dynasty technology stack, including performance reporting, financial planning, CRM, and proprietary Dynasty tools.
Partner with Product and Engineering leadership to inform platform roadmap decisions using direct and aggregated partner feedback.
Informally mentor and guide junior Partner Success Managers on partner strategy, technology consulting, and executive communication.
Liaise with Dynasty's Resource Partners (vendors) 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 to drive operational efficiencies and complete cross-departmental initiatives.
Manage a portfolio of strategic partners independently, prioritize competing needs, and ensure delivery on team goals and partner satisfaction.
Travel onsite to partner offices nationwide approximately 4–6 times annually.