Traveling Transition Support Specialist

Dynasty Financial Partners, LLC•St. Petersburg, FL

2d•Remote

About The Position

The Traveling Transition Support Specialist is a critical member of the Transition Services Team at Dynasty Financial Partners. This full-time role involves extensive travel (up to 50%) within the U.S. to provide on-the-ground assistance and supplemental support to Transition Managers during advisor onboarding and transitions. Some onboarding projects may require consecutive weeks onsite, with commitments of 4-6 weeks at the same location for larger engagements. Occasional weekend work may also be required. As a key representative of Dynasty, professionalism is essential, as this role will serve as the face of the company to advisors, resource partners, and other stakeholders. When not traveling, the role will assist with administrative, operational, and project-related tasks to ensure the team's efficiency and success.

Requirements

Bachelor’s degree preferred but not required.
1-2 years of experience in finance, customer service, or a related field.
Exposure to project coordination or support roles is advantageous.
Willingness to travel up to 75% within the U.S., including extended onsite commitments of 4-6 weeks when needed.
Availability for occasional weekend work to support the transition launch.
Exceptional interpersonal, verbal, and written communication skills.
Strong organizational and time management skills with a detail-oriented approach.
Ability to work in a fast-paced, results-driven environment while balancing multiple priorities.
Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint) and CRM platforms like Salesforce.com.
Adaptability to learn new technology tools and systems quickly.
High degree of professionalism, with the ability to confidently represent Dynasty to advisors, resource partners, and stakeholders.

Responsibilities

Provide in-person assistance during advisor transitions, ensuring seamless onboarding and resolution of issues as they arise.
Exhibit a high degree of professionalism while acting as the face of Dynasty, building trust and confidence with advisors, resource partners, and internal teams.
Develop strong working relationships with advisors, resource partners, and internal teams to facilitate communication and collaboration.
Assist Transition Managers with meeting scheduling, travel logistics, and preparation for client and vendor engagements.
Support the set-up and training of platforms used in the RIA space, including Salesforce.com, Microsoft Excel, and other industry tools.
Gather, analyze, and summarize data for reports and special projects to aid decision-making.
Assist with refining workflows and administrative processes to enhance team efficiency.
Act as a resource for first-level technical and procedural questions from advisors and resource partners, escalating issues as needed.
Participate in training to stay informed about industry trends, technology updates, and best practices.