Technology Sales Consultant

Dynasty Financial Partners • St Petersburg, FL

3d

About The Position

Dynasty Financial Partners is hiring a Technology Sales Consultant for its Technology Education & Enablement team. The role serves as a translator between the company's technology platform and the advisors who use it. The consultant collaborates with the technology team and prospective advisors to understand business needs and demonstrate how Dynasty's products and services can address them. The role also helps Network Partners understand new platform features and capabilities through webinars, product tours, training, and ongoing communication.

Requirements

• Experience delivering software demonstrations or client-facing presentations; experience in Wealth Management Technology or Financial Services is strongly preferred.
• Excellent presentation skills, including the ability to translate technical product knowledge into engaging sessions for advisor audiences.
• Three to five years of work experience, preferably at a Financial Technology, Wealth Management, or Financial Services firm.
• Bachelor's degree or equivalent experience.
• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel and SharePoint.
• Strong command of presentation and demonstration tools, such as PowerPoint, screen-recording tools, or webinar platforms.
• Excellent communication and presentation skills, organization, and attention to detail.
• Strong time-management skills and the ability to assess priority and urgency while handling multiple concurrent tasks and projects.
• Willingness and flexibility to travel onsite to client offices nationwide for training and implementation support, approximately 40% of the time.

Nice To Haves

• Experience with CRM platforms such as Salesforce, performance reporting systems, or financial planning software is strongly preferred.
• Experience as a Solutions Consultant, Sales Engineer, or Sales Enablement professional at a Financial Services or Financial Technology firm is preferred.

Responsibilities

• Lead demonstrations of Dynasty's technology stack for prospects and Network Partners, supporting a growing volume of prospective Network Partner conversations.
• Deliver polished, high-energy webinars and presentations that build excitement and momentum around new features and platform capabilities.
• Understand clients' business needs and identify opportunities to adopt new software features or additional training resources.
• Organize and host training and implementation calls, webinars, and onsite sessions, independently or in coordination with vendors.
• Create training materials, visualizations, and documentation on software best practices and internal processes.
• Coordinate and host strategic calls to discuss technology use cases and share best practices with Network Partners, documenting and executing on takeaways.
• Adjust presentation tone and depth for different audiences, including prospects and Network Partners.
• Manage demo and client-request priorities, multiple concurrent tasks, and cross-departmental initiatives while coordinating with stakeholders and obtaining resources.
• Translate complex technical information and client requests into clear instructions and actionable items.
• Travel to client offices nationwide for training and implementation support, approximately 40% of the time.
• Expand knowledge of the technology stack, including best practices for additional platforms and their integrations.
• Proactively create value and positive rapport with prospects and clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level