Head of Advisor Technology Success

Dynasty Financial Partners, LLC•St. Petersburg, FL

just now

About The Position

The Head of Advisor Technology Success is a senior technology leadership role responsible for the strategic delivery, adoption, and ongoing optimization of Dynasty’s technology solutions across its Network of independent RIAs. This leader serves as the primary technology relationship owner for Network RIAs—translating Dynasty’s platform capabilities into measurable business outcomes through consultative engagement, proactive servicing, and disciplined execution. The Head of Technology Advisor Success operates as a strategic consulting leader who ensures that Dynasty’s proprietary and integrated third-party technologies are implemented with precision, adopted deeply, and continuously aligned to each partner’s evolving practice. The role demands executive presence, commercial instinct, and the ability to lead cross-functional teams that span technology delivery, enablement, and partner engagement.

Requirements

10+ years of experience in Partner/Client Success, Technology Consulting, Solutions Delivery, or related senior leadership roles
Demonstrated experience managing multiple teams across delivery, consulting, and enablement functions
Deep understanding of financial services technology, wealth management platforms, and the RIA business model
Proven ability to design and scale proactive servicing, adoption, and consulting programs
Strong executive presence with the ability to own relationships and influence stakeholders at the firm principal level
Exceptional communication, organizational, and strategic thinking skills
Experience working in close partnership with product, engineering, and vendor organizations

Nice To Haves

Think holistically about partner experience across the full technology lifecycle—not just support tickets
Balance strategic vision with hands-on operational leadership and accountability
Build deep trust with partners, vendors, and internal teams through consistent delivery and transparency
Translate complex, multi-platform technology ecosystems into clear success outcomes and actionable plans
Lead with ownership, empathy, and a strong bias toward action
Operate as an extension of the CTO’s office—representing technology strategy in every partner interaction

Responsibilities

Own the end-to-end technology delivery experience for Network Partners, from implementation through ongoing optimization
Serve as the senior technology relationship owner for Dynasty’s most strategic client engagements
Operate as a consultative leader who connects platform capabilities to advisor workflows, practice growth, and operational efficiency
Drive measurable adoption, satisfaction, and retention outcomes across the Dynasty technology stack
Translate partner insights into strategic recommendations that influence product roadmaps, vendor strategy, and go-to-market decisions
Own the vision and operating model for how Dynasty delivers, implements, and sustains technology solutions within Network Partner firms
Define what “success” looks like at each partner lifecycle stage: onboarding, stabilization, growth, and optimization
Establish engagement frameworks, strategic review cadences, and measurable KPIs tied to adoption depth, partner satisfaction, and retention based on deep fluency in Dynasty’s tech stack
Ensure consistent, high-quality delivery regardless of partner size, complexity, or lifecycle phase
Partnering with Engineering and Product on roadmap input grounded in partner usage patterns
Serve as the executive-level technology relationship owner for Dynasty’s Network Partners, building trust and credibility with firm principals and operations leaders
Lead consultative engagements that connect Dynasty’s platform capabilities to each partner’s specific workflows, growth objectives, and operational challenges
Identify adoption gaps, emerging risks, and whitespace opportunities early—driving corrective and enabling actions before issues escalate
Translate complex technology ecosystems into clear, actionable recommendations that partners can execute against
Lead, mentor, and scale high-performing teams across Partner Success Management and Success Enablement
Set clear expectations, career paths, and performance standards aligned to Dynasty’s partner-first culture
Ensure proper staffing models, role clarity, and capacity planning to support a growing Network
Foster a collaborative, accountable, and outcomes-driven team environment
Own Dynasty’s technology learning and enablement infrastructure: knowledge base, documentation, training programs, webinars, and release communications
Ensure all learning content is accurate, timely, and aligned to product updates, platform changes, and partner needs
Maintain a cohesive technology learning calendar that spans product releases, vendor updates, and best-practice sharing
Provide executive oversight of vendor (Resource Partner) relationships as they relate to partner success, enablement, and adoption outcomes
Ensure vendors meet Dynasty’s servicing standards and support ongoing partner needs
Serve as a strategic internal resource for vendor performance insights, escalation support, and partnership optimization, including ability to triage and escalate technical issues, not just relationship issues
Partner closely with Product, Engineering, Platform SMEs, Relationship Management, Finance, Legal, Compliance, and Marketing
Ensure partner insights directly influence product roadmaps, release readiness, and go-to-market strategies
Champion operational efficiency, documentation standards, and scalable processes across the technology organization