Partner Success Manager

Dynasty Financial Partners•St Petersburg, FL

About The Position

Dynasty Financial Partners seeks a Partner Success Manager (PSM) to serve as the technology owner for a book of Dynasty Network Partners: independent RIA firms that run and grow their practices on Dynasty’s technology ecosystem. PSMs are experts in Dynasty’s proprietary platforms and oversee the work needed to provide each partner with an integrated experience across proprietary and third-party tools. The role combines relationship management, program and project management, and technology enablement. The PSM owns each partner’s technology roadmap across proprietary platforms, CRM, reporting, financial planning, and vendor solutions. The role leads technology initiatives from scoping through delivery, coordinates internal teams and vendors, manages vendor performance, and serves as the primary technology contact for assigned partners. PSMs also lead strategic technology reviews, identify adoption needs and risks, and develop partner training and adoption plans. Onsite travel to partner offices is approximately 4–6 times annually.

Requirements

5–7 years of experience in fintech, wealth management, or financial services in client success, technology consulting, business analysis, or project/program management.
Demonstrated experience leading multi-stakeholder technology projects end to end.
Working knowledge of CRM, performance reporting, or financial planning platforms.
Strong Microsoft 365 skills, including Excel and SharePoint.
Bachelor’s degree or equivalent experience.

Nice To Haves

Salesforce experience.
Experience with Black Diamond or Addepar performance reporting platforms.
Experience with eMoney or MoneyGuide financial planning platforms.
Experience with Power Automate and Power Apps.

Responsibilities

Become the subject-matter expert on Dynasty’s proprietary platforms, including features, workflows, releases, and roadmap.
Understand how proprietary tools connect with partner CRM, performance reporting, and financial planning systems, including integration gaps.
Represent Product and Engineering to partners during releases and rollouts, and relay partner feedback as structured product insight.
Own each partner’s technology roadmap across proprietary platforms, CRM, reporting, planning, and Resource Partner vendor solutions.
Lead implementations, migrations, integrations, and rollouts from scoping through delivery, with plans, owners, timelines, and status reporting.
Coordinate Dynasty internal teams and Resource Partners to deliver against project plans.
Manage vendor performance on partner work, including escalations, data audits, permissions, and support coordination.
Serve as the primary technology point of contact for assigned Network Partners.
Conduct recurring strategic technology reviews to assess utilization, benchmark against best practices, and connect technology decisions to firms’ growth goals.
Identify adoption gaps, risks, and expansion opportunities proactively.
Translate complex technical topics into actionable guidance for advisors and operations teams.
Travel onsite to partner offices approximately 4–6 times annually.
Assess each partner’s training needs and build an adoption plan in partnership with Tech Education & Enablement.
Lead best-practice sharing across Network Partners and document outcomes.
Contribute to the shared knowledge base, guides, and training content using the Tech Education & Enablement team’s standard templates and tools.