Partner Success Manager

Dynasty Financial Partners, LLC•St. Petersburg, FL

About The Position

Dynasty Financial Partners seeks a Partner Success Manager (PSM) to own technology relationships for a portfolio of Network Partners—independent RIA firms that use Dynasty’s technology ecosystem to run and grow their practices. The PSM is a subject-matter expert on Dynasty’s proprietary platforms and oversees the work of integrating proprietary and third-party tools into a cohesive experience for each partner. 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. It also involves strategic technology reviews, identifying adoption gaps and opportunities, developing training and adoption plans, sharing best practices, and contributing to knowledge-base and training materials. The position includes approximately 4–6 onsite visits to partner offices 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.
Ability to manage competing priorities across a book of partners without dropping delivery.
Ability to earn credibility with sophisticated advisory firms, Product, Engineering, and vendors.
Clear written and presentation communication skills.

Nice To Haves

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

Responsibilities

Become the subject-matter expert on Dynasty’s proprietary platforms, including their features, workflows, release changes, and roadmap.
Understand how proprietary tools connect to partner CRM, performance reporting, and financial planning systems, and identify 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, rollouts, and other cross-functional initiatives from scoping through delivery, with clear plans, owners, timelines, and status reporting.
Coordinate Dynasty internal teams and Resource Partners to deliver technology 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.
Run recurring strategic technology reviews to assess utilization, benchmark against best practices, and connect technology decisions to each firm’s growth goals.
Proactively identify adoption gaps, risks, and expansion opportunities.
Translate complex technical topics into clear, actionable guidance for advisors and operations teams.
Travel onsite to partner offices approximately 4–6 times annually.
Assess partner training needs and develop adoption plans 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.
Own outcomes including adoption, partner satisfaction, and on-time delivery of initiatives.