Investment Solutions Analyst

Dynasty Financial Partners • Saint Petersburg, FL

126d

About The Position

The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty's network of independent financial advisors. Dynasty's investment platform offering includes robust portfolio management and managed account solutions, access to research, thought leadership, and market commentary, investment consulting services, Outsourced CIO services, broad investment product access, capital markets solutions, and integrated technology for implementation. We are seeking an Assistant Vice President, Investment Solutions Analyst to join our client coverage and Investment Solutions team. In this role, you'll act as a strategic partner and consultant to our network of independent advisors. You'll provide access to a wide range of investment solutions, including proprietary model portfolios and managed account solutions, third-party strategies and SMAs, private market investments, and capital markets offerings. This is a high-impact, relationship-driven role ideal for a self-starter who thrives on delivering value, solving complex investment challenges, and collaborating across teams. This role may require periodic travel to build stronger advisor relationships and to support senior client coverage team members that are more frequently on the road. This individual will play a key role in supporting some of Dynasty's largest client relationships.

Requirements

• 3-5 years of experience in financial services, preferably in investment consulting, product distribution, or advisor support.
• Bachelor's degree in finance, economics, or a related field.
• Series 7 and Series 65/66 registrations preferred (or willingness to obtain).
• Progress toward CFA, CIMA, or CAIA designations a plus, but not required.
• Excellent communication and presentation skills.
• Excel and PowerPoint experience required.
• Client focused with a dedication to delivering high quality service.
• Detail oriented with strong analytical and problem-solving abilities.
• Willingness to take initiative and execute with a degree of autonomy.
• Must be able to partner, collaborate and work effectively in an in-office, team-based environment.

Nice To Haves

• Progress toward CFA, CIMA, or CAIA designations a plus, but not required.

Responsibilities

• Collaborate with senior Dynasty team members to develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails.
• Support senior client coverage team as they present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs.
• Create materials and provide resources on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning.
• Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs.
• Contribute to the development of educational content and thought leadership.
• Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings.

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree