Wealth Technology Specialist

Dynasty Financial Partners, LLC•St. Petersburg, FL

1d•Onsite

About The Position

Dynasty Financial Partners seeks a motivated, self-starting individual to join our firm as a Wealth Technology Specialist. This individual would serve as a training and adoption consultant specializing in our Dynasty’s Technology ecosystem performance reporting and financial planning tools (Black Diamond, Addepar, eMoney, and MoneyGuide), extending to our broader technology stack, to ensure our Network Partners’ (our client RIA businesses’) success on those platforms.

Requirements

Experience administrating Salesforce, Performance Reporting platforms (i.e. Black Diamond, Addepar) or Financial Planning tools (i.e. eMoney, MoneyGuide) is strongly preferred
3-5 years’ 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, Power Automate, Power Apps, and SharePoint
Experience as a Client Success Manager/Business Analyst/Project Manager at Financial Services firm is preferred
Demonstrate excellent time management skills, ability to gauge priority and urgency of client requests, and ability to work on multiple concurrent tasks and projects
Take ownership of tasks and work independently to ensure delivery on department goals and client satisfaction.
Exercise outstanding communication and presentation skills, organization, and attention to detail to effectively collaborate with internal teammates, vendors, and clients
Be willing and flexible to travel onsite to client offices nationwide, approximately 6-8 times annually
Expand knowledge of tech stack to include the best practices of additional technology platforms and their integrations with the performance reporting and planning tools
Manage cross-departmental initiatives in a structured way while communicating with and obtaining resources from multiple stakeholders
Infer action items from client requests and translate complex technical information into digestible instructions
Think proactively to create value and positive rapport with clients

Responsibilities

Point of contact our Dynasty Network Partners on the implementation, administration and adoption of our technology stack, with a focus on Wealth Management Technology: Reporting and Financial Planning Tools.
Understand clients’ business needs and identify opportunities for adoption of new software features or additional training resources.
Organize and host training and implementation calls both alone and in coordination with vendors.
Translate complex system capabilities and technical concepts into simple, practical guidance for non-technical users and internal processes.
Serve as the Level 2 escalation point for technical issues across the Wealth Technology stack, triaging, diagnosing, and resolving platform issues before escalating to vendor support when appropriate
Own wealth platform configuration and setup, including integration settings, data mappings, and platform-specific configurations to support Network Partner onboarding and ongoing operations
Coordinate and host strategic calls to discuss technology use cases and share best practices with Network Partner constituents while documenting and executing on takeaways.
Leverage performance reporting tools to monitor performance data and ensure proper integration with custodial platforms.
Liaise with Dynasty’s resource partners to support existing partnerships, perform data audits/updates, manage user permissions, and coordinate technical support.
Collaborate with our Product & Engineering team on product releases and product feedback from clients.
Coordinate with internal Dynasty teams to find operational efficiencies internally and complete interdepartmental projects.