Technology Sales Consultant

Dynasty Financial Partners, LLC • St. Petersburg, FL

4d

About The Position

Dynasty Financial Partners is hiring a Technology Sales Consultant to join 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 works with the technology team and prospective advisors to understand business needs and demonstrate how Dynasty’s products and services can address them. The position also keeps Network Partners informed about new features and capabilities through webinars, product tours, presentations, training, and implementation support.

Requirements

• 3–5 years of work experience, preferably at a financial technology, wealth management, or financial services firm.
• Bachelor’s degree or equivalent experience.
• Strong presentation skills and the ability to explain technical product knowledge in engaging sessions for advisor audiences.
• Proficiency in Microsoft 365, including intermediate or advanced Excel and SharePoint skills, and command of presentation and demonstration tools such as PowerPoint, screen-recording tools, or webinar platforms.
• Excellent time management, prioritization, organization, communication, and attention to detail, with the ability to manage concurrent tasks and projects.
• Flexibility to travel nationwide to client offices for training and implementation support, approximately 40% of the time.
• Ability to collaborate with internal teams, vendors, clients, and multiple stakeholders; manage cross-departmental initiatives; and translate client requests and complex technical information into actionable, understandable guidance.
• Ability to adapt presentation tone and depth to different audiences and proactively build rapport with prospects and clients.

Nice To Haves

• Experience delivering software demonstrations or client-facing presentations, ideally in wealth management technology or financial services.
• Experience with CRM platforms such as Salesforce, performance reporting systems, or financial planning software.
• Experience as a Solutions Consultant, Sales Engineer, or Sales Enablement professional at a financial services or financial technology firm.
• Knowledge of additional technology platforms and their integrations.

Responsibilities

• Lead demonstrations of Dynasty’s technology stack for prospects and Network Partners.
• Deliver webinars and presentations about new features and platform capabilities.
• Understand clients’ business needs and identify opportunities to adopt software features or use additional training resources.
• Organize and host training and implementation calls, webinars, and onsite sessions, independently or with vendors.
• Create training materials, visualizations, and documentation covering software best practices and internal processes.
• Coordinate and host strategic calls on technology use cases and best practices with Network Partners, documenting and following through on takeaways.

What This Job Offers

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