Technology & Operations Specialist
@ Dynasty Financial Partners, LLC

St. Petersburg, Florida, United States
On Site
Posted 18 days ago

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XXXXXXXXXX XXXXXXXXXXXXX XXXXXXX******* @dynastyfinancialpartners.com
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Job Details

Overview

Dynasty Financial Partners, LLC is seeking a Technology & Operations Specialist to educate financial advisors on operating their business using core technology solutions. This role supports a Network Partner office and requires experience in a Registered Investment Advisor (RIA) environment.

Key Responsibilities

  • Train advisors and teams to optimize workflows using Dynasty technology.
  • Serve as the central point of contact for client support regarding Dynasty operations and technology stack.
  • Communicate updates, feedback, and process changes across 7 office locations.
  • Troubleshoot operational issues and manage system integrations including Fidelity, Black Diamond, and Salesforce.
  • Collaborate with internal teams on CRM workflows, reporting, and performance monitoring.

Requirements

  • 3+ years experience in financial operations or similar roles.
  • Proficiency in technology training and client support.
  • Working knowledge of Fidelity Wealthscape, Black Diamond, Salesforce, and related tools.
  • Strong communication, analytical, and organizational skills.
  • Located in Nashville, TN with willingness to travel to partner offices.

Preferred Qualifications

  • Experience in Wealth Management as CSA or in operations.
  • Background in RIA operations and working with custodians.
  • Ability to manage multiple projects in a fast-paced environment.

Benefits

  • Health, Dental, and Vision Insurance
  • 401(k) with matching and Retirement plan
  • Paid Time Off, FSA/HSA, Disability, and Life Insurance

Key skills/competency

Technology, Operations, Training, RIA, CRM, Integration, Financial Operations, Communication, Performance Reporting, Client Support

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How to Get Hired at Dynasty Financial Partners, LLC

🎯 Tips for Getting Hired

  • Research Dynasty Financial Partners' culture: Read about their mission and news.
  • Customize your resume: Highlight RIA and tech training experience.
  • Showcase relevant skills: Emphasize CRM, reporting, and operations.
  • Prepare for interviews: Practice explaining technology integrations.

📝 Interview Preparation Advice

Technical Preparation

Review core financial tech tools.
Practice system troubleshooting techniques.
Study CRM and reporting software.
Understand tech stack integrations.

Behavioral Questions

Describe a past training experience.
Explain managing multiple tasks effectively.
How do you simplify complex tech ideas?
Discuss your approach to client feedback.

Frequently Asked Questions