Technology & Operations Specialist

Dynasty Financial Partners • Atlanta, GA

99d • Hybrid

About The Position

We are seeking a highly skilled Technology and Operations Specialist with expertise in teaching financial advisors how to operate their business using core technology solutions. This role will serve within one of our Network Partner offices and ideally bring experience working within a Registered Investment Advisor (RIA) environment. This person will be responsible for clearly communicating and educating on technological connectivity and supporting Financial Advisors and their teams across 7 office locations. This person will work to optimize operational workflows powered by Dynasty technology to enhance efficiency and service delivery. The ideal candidate will have familiarity with custodians, performance reporting, financial planning and CRM technologies and will understand how these systems integrate within a proprietary tech stack. Specific experience with Fidelity, Black Diamond and Salesforce are preferred.

Requirements

• 3+ years of experience in financial operations or related fields
• Experience training users on technology solutions
• Strong proficiency with Fidelity Wealthscape, Black Diamond, Salesforce, Moneyguide Pro or similar tools
• Detail-oriented with strong analytical and problem-solving skills
• Excellent communication and organizational skills
• Must be located in Nashville, TN and willing to travel to Network Partner branch offices
• Proficiency with Microsoft office
• Ability to translate business requirements into implementation work
• Desire to learn and grow with the team and client firm
• Ability to learn new skills and help onboard new technology

Nice To Haves

• Experience within Wealth Management previously as a CSA or other operations-oriented staff
• Background in RIA operations
• Experience working with custodians is a plus
• Ability to manage multiple projects and deadlines in a fast-paced environment

Responsibilities

• Excellent client service as a central point of contact for the network partner on questions and support related to Dynasty operations and technology stack (Account enrollment, TAMP, Financial Planning, Custodial, and Performance Reporting programs)
• Train advisors and their teams to optimize key workflows using technology
• Work closely with advisors, operations teams, and client service associates to ensure seamless communication
• Stay abreast of new releases & features from various vendors and proprietary tech stack
• Proactively communicate client feedback and project manage solutions with multiple internal groups within Dynasty
• Proactively communicate process changes & enhancements to financial advisors and support staff across 7 offices
• Understand how Investment TAMP (Turnkey Asset Management Platform) is integrated within the proprietary tech stack
• Troubleshoot transfer-related issues and proactively address discrepancies in order to successfully onboard asset managers for reinvestment
• Assist/train in the account lifecycle from account opening to termination within various systems and the Dynasty TAMP and applicable required paperwork
• Assist in refining internal procedures to enhance efficiency and compliance
• Being the internal expert and go-to resource on the Network Partner's CRM platform
• Collaborate with internal teams to optimize CRM workflows and reporting
• Leverage Black Diamond to monitor performance data and ensure proper integration with custodial platforms
• Train employees on how to best utilize tools and capabilities within the reporting system
• Build reports & templates for advisors to leverage within their day-to-day wealth management practice

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