Technology & Operations Specialist

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