Dynasty Financial Partners jobs in Saint Petersburg, FL - 34 jobs

We are seeking a motivated, self-starting individual to join our firm as an Enterprise Operations Coordinator. This role is responsible for managing and optimizing operational processes in Dynasty's Middle Office, focusing on resource partner management, contract governance, risk assessment, and expense policy administration. The ideal candidate will oversee vendor relationships, ensure accurate documentation, and collaborate with business owners and stakeholders to support new and existing services. Extensive engagement with third-party partners and cross-functional teams is required. This is an in-office position located in downtown St. Petersburg, Florida reporting to the Chief Administrative Officer. Key Responsibilities: Run the resource partner onboarding process, facilitating contract review, negotiation, and risk assessment for resource partners and service providers Manage and administer the Tallie expense process, including reviews, reporting, approval workflows, and policy updates in coordination with Financial Controller Develop and maintain process documentation and policy updates for resource partner management and T&E Create and deliver training materials (infographics, PowerPoints) to support company-wide learning and development Collaborate with Finance, Legal, Technology, and Operations to ensure alignment during onboarding of resource partners and service providers Maintain a comprehensive database of third-party risk information Provide key performance indicator reports on operational activities and improvements to senior leadership, key stakeholders, and the Board of Directors as needed Serve as subject matter expert for Dynasty's cloud based VRM system and T&E applications Create recurring and scalable reporting to senior leadership and the Board on operational activities and improvements Drive process improvement and cross-functional initiatives to enhance operational efficiency and compliance Requirements Requirements Minimum 5 years' experience negotiating and managing contract life cycles, with emphasis on technology or service agreements; skilled in contract review, negotiation, risk assessment, and resource partner management Strong interpersonal and communication skills; able to build relationships and collaborate effectively across departments (technology, compliance, finance, legal, operations) and with external partners Solid project and process management abilities; comfortable handling multiple vendors, contracts, and tasks simultaneously, and managing projects under pressure to meet tight deadlines Advanced proficiency in MS Office Suite, Tallie, and third-party risk platforms; strong quantitative and analytical skills to interpret and communicate data insights Knowledge of procurement, vendor management, contract negotiation best practices, and risk mitigation; able to align complex business needs with contractual requirements Customer-focused approach to delivering contract management services to internal stakeholders Excellent verbal and written communication; able to present complex ideas simply and create training materials for staff learning Exceptional critical thinking and problem-solving abilities; entrepreneurial mindset with adaptability and innovation in a fast-paced environment Bachelor's degree preferred in an analytical field (business, economics, computer science, mathematics, statistics, or finance) BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements: QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Chief of Staff (“COS”) is one of the most critical leadership roles at Dynasty Financial Partners. As an extension of the CEO, the COS is responsible for ensuring the CEO's office operates with precision and discipline, while helping drive strategic initiatives across the firm. This position requires exceptional judgment, leadership, and organizational skills, and serves as a trusted advisor and proxy for the CEO. The COS manages the firm's Executive Committee, serves as the CEO's primary liaison with both internal leadership and external partners, oversees board governance deliverables, and directly manages the Executive Assistant to the CEO. The COS also leads key talent initiatives such as the Summer Analyst Program, and plays a central role in strategic planning, budgeting, and talent management processes. This is a senior position with broad scope and visibility, reporting directly to the CEO. CEO Office Leadership Oversee all operations of the CEO's office, ensuring priorities are executed with urgency and discipline. Serve as the first review on all documents, presentations, and materials submitted to the CEO, ensuring accuracy, completeness, and professionalism. Represent the CEO in internal and external meetings when the CEO is unavailable, acting with full authority as needed. Strategically manage the CEO's calendar, travel, and correspondence; serve as first read on all incoming email and draft responses on behalf of the CEO. Directly manage the Executive Assistant to the CEO, ensuring effective support and workload alignment. Executive Committee Management Own the weekly Executive Committee meeting process: set agendas, collect and distribute materials, run the meetings, and track follow-ups. Lead the production of the Weekly Executive Committee Report: gather submissions, draft the CEO's section, write the COS section, and ensure timely distribution to the executive team. Act as liaison between the CEO and department heads, ensuring alignment and accountability across the leadership team. Board of Directors Serve as the primary point of contact for the Board of Directors. Lead the production of quarterly Board meeting materials: gather inputs, validate accuracy, draft the CEO's Executive Summary, and ensure the final deck is polished, complete, and distributed in advance. Partner with the CEO and Chair to shape board agendas and ensure meetings are structured for meaningful discussion and decision-making. Strategic & Firmwide Initiatives Support the CEO in driving execution of strategic priorities across the firm, ensuring initiatives stay on track and aligned with organizational goals. Participate in the firm's annual budget process and talent management cycle (promotion reviews, bonus/compensation proposals). Provide analysis, insights, and recommendations to support CEO decision-making on key business and client initiatives. Talent & Program Management Lead the firm's Summer Analyst Program: oversee recruiting and selection, build program curriculum and events, mentor analysts, and manage the annual program budget. Partner with the HR/Talent team on broader people initiatives and leadership development. External & Partner Engagement Serve as liaison between the CEO and executive offices at strategic partner organizations (custodians, asset managers, banks, service providers). Coordinate CEO participation in client and prospect meetings, industry events, and speaking engagements. Draft speeches, presentations, and thought leadership content for the CEO. Internal Communications & Organizational Alignment (optional new section to pull in) Partner with the CEO and executive leadership team to ensure clear, consistent communication of the firm's strategy, goals, and priorities across all levels of the organization. Draft internal messages, updates, and talking points on behalf of the CEO to ensure the broader team understands firm direction and progress. Support firm-wide meetings and offsites by shaping agendas, preparing content, and ensuring alignment with CEO priorities. Act as a cultural ambassador, helping the CEO reinforce Dynasty's values and operating principles throughout the organization. Other Duties as Assigned Take on additional responsibilities and projects as business needs evolve or as directed by the CEO. Provide support on new strategic initiatives, special projects, or growth opportunities that fall outside the COS's core responsibilities. Adapt quickly to shifting priorities, ensuring the CEO's focus is supported in real time. Step into leadership gaps or areas of need within the firm to ensure continuity and progress. Approach new and unexpected assignments with intellectual curiosity, flexibility, and a solutions-oriented mindset. Recognize that the scope of the COS role will expand and change over time in line with the firm's growth and the CEO's priorities. Requirements 10+ years of progressive leadership experience in financial services, strategy, consulting, or related fields. Prior experience in a Chief of Staff, COO, or senior strategy role strongly preferred. Demonstrated ability to influence, drive alignment, and lead across all levels of an organization. Exceptional written and verbal communication skills; ability to prepare board-level materials. Highly organized, detail-oriented, and able to manage multiple high-priority initiatives simultaneously. Strong analytical and financial acumen; experience supporting budgeting and compensation processes. Impeccable judgment and discretion in handling confidential information; exceptionally trustworthy. Leadership experience managing direct reports and mentoring junior talent. Exceptional Critical thinking and problem solving Strong communication and interpersonal skills Advanced Excel and PowerPoint skills. Extremely detail orientated. Strong intellectual curiosity and drive to continue to take more onto his/her plate. Initiative and ability to complete projects/tasks with minimal supervision, feedback or oversight. Strong individual contributor, who also works well on a team and wants to win as a team. Has both a personal desire to succeed in the role and understands the importance of the role to the organization. Deep desire to grow, learn, stretch, and otherwise be presented with new situations and challenges to solve. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Talent Acquisition Specialist will be an integral part of the Dynasty Financial Partners HR team. This role will be responsible for helping source talent and other aspects of the recruitment process from posting of jobs to scheduling screens and holding feedback calls with Hiring Managers. This individual will be responsible for sourcing and recruiting top talent at all levels of the organization, sourcing passive candidates, building a pipeline for future talent, and establishing relationships with university and other community partners. Ideal candidates will have a passion for providing outstanding customer service to internal stakeholders, and for sourcing top talent from entry level to professional roles. The candidate will need to be extremely organized, schedule/goal driven, self-directed individuals with a history of being a key team member in the sourcing process. Qualified candidates who thrive in a fast-paced environment are encouraged to apply! Requirements Requirements: Responsible for pre-screening, assessing, interviewing, and coaching hiring managers on all areas of Talent Acquisition, while ensuring integrity in the recruitment process Partnering with the HR team to drive the talent acquisition lifecycle for assigned roles, from workforce planning, through to onboarding Develop strong, collaborative relationships with the HR team and Business Leaders to drive effective talent hiring strategies Lead and conduct Intake meetings with hiring managers and the HR team, to discuss talent acquisition strategy and define staffing requirements Strategic delivery of creative sourcing strategies to source for open requisitions and future needs of the organization Partner and coach hiring managers through the hiring process to align expectations, quality hiring decisions, and champion talent acquisition best practices Provide hiring recommendations based on expertise within assigned functional area and other objectives collected throughout the interview process In successfully partnering with operations leaders, the Talent Acquisition Specialist must understand business and staffing requirements, provide market data to assist store leaders in making decisions on recruiting activities, help leaders develop local sourcing strategies, and pilot new recruiting ideas Act as a sourcing and selection process expert for hiring store management by facilitating the hiring process from pre-screen to hire Understand the staffing requirements (permanent and temporary placements) for the organization and work collaboratively with business leaders/hiring managers to successfully action plan Embed continuous improvement mindset in all activities and deliver improvements to processes and programs Leverage expertise in talent attraction skills to develop recommendations to source and attract candidates Proactively communicate with key stakeholders and leadership and provide weekly updates to ensure consistency of communication Identify gaps in recruiting outreach and build tools/training to address Embed the employment brand, vision, and mission into the TA recruitment process Continuously looks for ways to improve and streamline processes while maintaining a dedicated focus on providing a great candidate experience Assist with scheduling interviews for hiring managers Help complete pre-employment background checks and screening processes Requirements Qualifications: 3 or more years of related experience in full life cycle recruiting that includes success in building robust talent pipelines through passive candidate sourcing. Proven organizational skills; ability to multi-task and handle many different responsibilities each day. Flexibility and willingness to embrace change is a must; Talent Acquisition Team members work in a fast-paced deadline driven environment. Excellent written and verbal communication skills; ability to effectively communicate to varying levels of the organization and candidates through email, text, and phone. Must be self-motivated and able to self-direct daily work to meet goals and deadlines. Prefer experience utilizing talent sourcing software, and an ATS to track candidates. Previous experience with social media, and other media and advertising partners to help attract talent. Must have experience with Microsoft 365 including Outlook, Power point, Calendar management, Word, and Excel. Working knowledge of creating and executing projects and working to exceed established hiring target dates. Education/Experience Bachelor's degree in Human Resources, communication, marketing, business, or other related field is strongly preferred. Previous experience establishing relationships with Colleges and Universities. Previous experience attending career fairs in person and virtually. Experience with leading behavioral interviews. Previous staffing agency experience, or experience working in a business talent function sourcing talent is required. 3+ years in agency or corporate recruiting experience hiring across multiple levels of an organization is strongly preferred. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty's network of independent financial advisors. Dynasty's investment platform offering includes robust portfolio management and managed account solutions, access to research, thought leadership, and market commentary, investment consulting services, Outsourced CIO services, broad investment product access, capital markets solutions, and integrated technology for implementation. We are seeking an Assistant Vice President, Investment Solutions Analyst to join our client coverage and Investment Solutions team. In this role, you'll act as a strategic partner and consultant to our network of independent advisors. You'll provide access to a wide range of investment solutions, including proprietary model portfolios and managed account solutions, third-party strategies and SMAs, private market investments, and capital markets offerings. This is a high-impact, relationship-driven role ideal for a self-starter who thrives on delivering value, solving complex investment challenges, and collaborating across teams. This role may require periodic travel to build stronger advisor relationships and to support senior client coverage team members that are more frequently on the road. This individual will play a key role in supporting some of Dynasty's largest client relationships. Key Responsibilities Collaborate with senior Dynasty team members to develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails. Support senior client coverage team as they present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs. Create materials and provide resources on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning. Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs. Contribute to the development of educational content and thought leadership. Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings. Requirements Qualifications 3-5 years of experience in financial services, preferably in investment consulting, product distribution, or advisor support. Bachelor's degree in finance, economics, or a related field. Series 7 and Series 65/66 registrations preferred (or willingness to obtain). Progress toward CFA, CIMA, or CAIA designations a plus, but not required. Excellent communication and presentation skills. Excel and PowerPoint experience required. Client focused with a dedication to delivering high quality service. Detail oriented with strong analytical and problem-solving abilities. Willingness to take initiative and execute with a degree of autonomy. Must be able to partner, collaborate and work effectively in an in-office, team-based environment. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Wealth Management Service Team Associate will be joining a team that supports the Relationship Management and Transition Teams at Dynasty. This will cover Client Management, Event Management, Resource Management and also internal Dynasty processes and procedures. We very much view this role as a great entry level role for Dynasty's Service Team and a perfect way to learn everything about Dynasty. We are excited to see anyone filling this role to evolve with the role to include additional responsibilities.?? JOB REQUIREMENTS: Client Management Develop and maintain templates, playbooks, and onboarding guides Assist with benchmarking and service data analysis Coordinate and prepare client-facing resources such as pitchbooks, VIP decks, and lookbooks. Provides general support to Relationship Managers, assisting with a variety of ad hoc tasks Conducts comprehensive research to support clients Support team by preparing materials, scheduling, and capturing meeting notes. Talent management Assist network partners with job posting and resume screening Create career paths and professional development plans Update internal guides and handbooks Assist with employee surveys and feedback tools Custodian Relationships Coordinate and participate in custodial calls. Collect agenda items from Relationship Managers Help support with custodian onsite Operational Efficiency Work with service team to establish the needs to the team in order to implement processes for operational efficiency (Survey tools, technology due diligence, content repository, how to guides, etc.)? Companywide time tracking system? Assist and project manage time tracking initiative Data management Lead CRM data cleanup and updates to ensure accuracy and adoption. Work with Tech/CRM teams to design processes, procedures, and integrations that improve usability. Report on trends such as digital adoption, NIGO rates, and compensation structures. Build out internal sharing sites to foster cross-functional learning.? Conduct research on vendors, tools, and emerging technologies for service enhancements. Assist in the development of organizational charts, performance review frameworks, and improvement plan resources. Compile service and operational data for KPIs, scorecards, and benchmarking analysis. Project Management Record and tracking items coming out of service team meetings, custodian meetings, and client meetings. Coordinating with internal and external partners Manage key deadlines and important dates Manage cross-departmental projects with task tracking, deadlines, and stakeholder coordination. Streamline and consolidate internal resources including documents, presentations, and templates. Assist with SharePoint site design, migration, and knowledge base organization. Dynasty Institute for Adaptive Leadership Support Assist with the development and distribution of regular Dynasty publications and content. Update and maintain Knowledge Base, a client facing content repository. Help coordinate events and provide in-office support for packing, shipping, and organizing event gifts and materials. Participate in weekly team update meetings Track attendee data and integrate into presentation materials Coordinate quarterly content initiatives, including brainstorming with Relationship Managers, scheduling, filming logistics, compliance review, and publishing to internal platforms. Manage roundtable events, from speaker coordination and webinar setup to marketing communications, attendee engagement, moderation, and post-event follow-up. Requirements QUALIFICATIONS Experience supporting a team where multiple tasks and projects are handled simultaneously Experience with entire MS Office Suite, CRM knowledge, Monday.com College degree preferred BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: At Dynasty, we are developing an integrated platform that consolidates essential tools for customer-facing teams-including CRM, analytics, workflows, content management, service/ticketing, and knowledge-into a unified interface. As a Senior Product Manager, you will be responsible for defining strategy, shaping the roadmap, and overseeing the commercialization of this platform. You will collaborate closely with the Engineering team in an agile environment. In this role, you will work directly with developers, engaging in day-to-day discussions and ensuring clear communication of product requirements. You will actively participate in sprint planning, reviews, and retrospectives, and will be involved throughout the software development lifecycle (SDLC) to drive alignment between business goals and technical execution. Responsibilities Partner daily with engineering leads and developers to clarify requirements, unblock delivery, and ensure technical trade-offs are well understood. Participate in design reviews, backlog grooming, and sprint planning to confirm user stories and acceptance criteria are clear and testable. Validate developed solutions against business objectives and UX standards before release; champion quality through demos, UAT, and regression sign-off. Define the product north star, value proposition, and multi-year strategy; translate them into quarterly OKRs and KPIs. Own the multi-release roadmap, sequencing high-impact capabilities like AI-driven features, workflow automation, data sync, and embedded service experiences. Manage a defined backlog ensuring that all devops are tickets have sufficient requirements and acceptance criteria, and are prioritized based on product and team key results. Establish a prioritization framework balancing user value, business outcomes, risk, and technical feasibility. Foster a culture of shared ownership between product and engineering-where developers understand the “why” and PMs understand the “how.” Adoption, enablement & go-to-market Build enablement (tours, guides, webinars, training plans) and maintain a crisp “what/why/how” release cadence for customers and internal teams. Create structured feedback loops (advisory councils, betas, in-product surveys) and turn insights into roadmap decisions. Requirements: Requirements At least 5 years of experience leading and managing the product function for a large-scale application Proven success driving adoption through sustained user-centered product innovation A strong history of relationship building and collaboration with Engineering organizations Ability to lead projects and establish effective working relationships across a complex startup environment Highly adept at informing product direction through data-driven analysis and direct user study Possesses an intuitive grasp of the small but crucial details that elevate product functionality into compelling and even magical experiences for end users Collaborative orientation and exceptional communication skills A player-coach leadership mentality with proven success at developing product management talent Passion for the wealth industry and the Dynasty Financial Partners experience Advanced degree in relevant field or highly relevant experience in lieu of education Successful candidates will: Demonstrate excellent communication and presentation skills, organization, and attention to detail to effectively collaborate with internal teammates, vendors, and clients Manage cross-departmental initiatives in a structured way while communicating with and obtaining resources from multiple Dynasty departments Act with an entrepreneurial spirit, and a willingness to show initiative Think proactively to create value and stickiness with clients Glean insight and craft actionable strategies from multiple data sources, abstract up from high-detail information and elaborate on abstract requirements or requests Infer action items from user requests and translate complex technical information into digestible instructions Be comfortable working and thriving in a demanding and fast paced environment BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners is seeking a motivated, self-starting individual to join our team and pursue our shared goal of providing exceptional service for our clients. As a Data Engineer, you will serve as a dedicated resource to support our Data Lake and assist on internal and external client solutions/product-based support. You will identify, develop, and implement product and technology-based solutions to increase operational efficiency, improve accuracy, and support platform adoption. Please Note: This job is an IN-OFFICE position located in St. Petersburg, FL. If you are unable or unwilling to fulfill this requirement of the position, please refrain from applying Responsibilities Design, develop, and maintain reliable and efficient data pipelines using Azure Data Factory and Azure Databricks. Construct and maintain complex data processing systems, ensuring they are scalable, repeatable, and secure. Develop data pipelines that answer critical business questions and solve internal and external reporting needs. Develop and maintain data models and data architecture to support data lakehouse architecture. Implement automated data validation, testing, and error handling mechanisms within data pipelines. Stay up to date with the latest Azure services and technologies, as well as industry best practices, to continuously improve the data engineering processes. Document all data engineering processes, systems, and designs to ensure knowledge sharing and business continuity. Requirements Requirements Bachelor's degree in computer science, Engineering, or related field; master's degree is a plus. Minimum of 3 years of experience as a Data Engineer with a focus on Azure cloud services. Strong experience with Azure Databricks for data processing and analytics. Proficient in Azure Data Factory for creating, scheduling, and orchestrating data workflows. Familiarity with data modeling, SQL, and data warehousing principles. Experience with programming languages such as Python, Scala, or SQL for data manipulation and transformation. Solid understanding of CI/CD practices and version control systems (e.g., Git). Excellent problem-solving skills, attention to detail, and the ability to work in a fast-paced environment. Strong communication and collaboration skills to work effectively with both technical and non-technical team members. Relevant Certifications Azure Data Engineer Associate Azure Data Fundamentals Microsoft PowerBI Preferred, but not Required Knowledge of Data Lake and Lakehouse architecture patterns Experience with Databricks Unity Catalog for data governance and metadata management Work history in the Wealth Management industry is a plus BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The independent RIA segment of the wealth management industry is experiencing significant growth. At Dynasty Financial Partners, our investment bank is focused primarily on supporting independent RIAs buy and sell-side M&A support, succession planning and consulting, conducting valuations and underwriting/deploying capital. The Associate joining Dynasty's Investment Bank team will become an integral member of the team. This individual should be familiar with M&A deal execution for buy and sell-side processes, working with and/or managing junior deal team members and have familiarity underwriting lower middle loans and private equity investments. Additionally, the Associate will play a significant role in helping to create new RIA firms that become part of the Dynasty Network by advising on items such as launch P&Ls, capitalization and shareholding structure. The Associate will be expected to learn, understand and collaborate across departments within Dynasty and with resource partners outside of Dynasty to deliver best in class service to our clients. This role is intended to be dynamic and demanding with the potential for advancement. Responsibilities of the candidate will include the following: Investment Banking Experience. At least 3 years of investment banking work experience is a must; however; direct M&A experience in the wealth management industry is preferred but not required. Financial Modeling. The candidate should have strong technical experience in financial modeling and be familiar have direct deal experience in M&A and valuations. The candidate should be familiar using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of client materials. Valuations. The candidate will support the growth of our M&A advisory practice and capital strategies portfolio to conduct valuation of wealth management, asset management and other financial services companies. The candidate should be familiar with using discounted cash flow models as well as other suitable valuation methodologies for financial analysis and converting these models into client ready presentations. Credit Analysis. The candidate should be familiar with credit analysis and key leverage ratios of financial services companies. In particular, the candidate should have experience with underwriting financial services companies and key ratios and performance indicators of wealth management businesses. Corporate Development. Work with other members of the investment bank to periodically evaluate strategic opportunities applicable to Dynasty Financial Partners Monitor Relevant Industry Trends and News. The candidate will be expected to monitor and report on trends and news within the wealth management industry. Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Employee discounts Health insurance Paid time off Training & development Vision insurance Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opportunities Job Summary We are seeking a Medical Assistant to join our team! The Medical Assistant will assist the Physician, Nurse Practitioners and/or Physician Assistants (Providers) with patient care. They are expected to maintain professionalism, courteousness, confidentiality & a positive attitude at all times and especially while interacting with all patients. They need to be capable of accurately and professionally handling patient intakes, evaluating and addressing the patients needs. They must accurately and concisely relay all information from the patient intake to the Providers. This role will include cross training. The Medical Assistant must be a team player and show respect to the patients, Providers & their coworkers. Skills, Abilities & Requirements: Ability to multitask (plan, organize & complete delegated tasks) Ability to work in a fast paced environment Knowledge of medical terminology Familiar with dermatology diagnosis and ICD-10 Knowledge of anatomy Familiar with common dermatologic medications & terms Excellent people skills Team player Familiar with basic cosmetic procedures Responsible Strong computer skills including the efficient use of electronic medical records Ability to maintain all HIPAA & OSHA requirements Ability to communicate, both written and oral, in a positive & professional manner Some Duties & Responsibilities: Assisting the clinical staff with office duties including inventory, equipment sterilization, and paperwork. Assisting patient to and from the exam room, intake of patients & charting, relaying pertinent information to the Provider prior to exam Preparing the room with the necessary equipment and supplies prior to the exam/procedure Responsible for cleaning and sterilizing (for in office surgeries) the room prior to the exam Assisting Providers with exams and procedures. Responsible for transferring and labeling any biopsies, handling sharp instruments, disposing properly of any sharps or hazardous materials in their appropriate containers Maintaining the exam room between patients and ensuring all OSHA guidelines are being followed Keep exam rooms fully stocked and notify the Lead MA in charge of ordering, when supplies are running low Performing suture removal appointments and notifying Provider of any potential infection or issue Giving any written or oral instructions to the patients at the conclusion of exam relating to instructions from doctor, medications, etc Equipment maintenance, cleaning and maintaining accurate logs Assisting with the nurse line when on Admin, work on lab result calls, checking voicemails and returning patient calls, calling for any patient pharmacy needs or authorizations, communicating with other Medical Practices & scheduling or rescheduling of procedures Maintain all samples, properly dispose of out of date items & inform Lead MA and or Drug Rep when supplies are low Knowledge of and total compliance of all HIPAA standards Knowledge of all products and procedures in the office in order to relay information to patients Any and all other assigned job related duties, as needed Qualifications Certified Medical Assistant desired Excellent customer service skills Strong attention to detail

Dynasty Financial Partners is seeking a seasoned and dynamic senior salesperson to serve as Business Development Officer (BDO) in the Central region. This highly visible role will be directly responsible for driving new growth for the organization. The BDO will be responsible for recruiting, developing, and closing new business opportunities, forging strategic partnerships, and cultivating relationships with key stakeholders. The ideal candidate will have a history of relevant business development experience with a proven track record of creating shareholder value and driving revenue growth. Strong awareness of, and experience in, financial services including knowledge of the various wealth management channels and specifically Registered Independent Advisor industry is required. This role requires a strategic thinker who can articulate Dynasty's value proposition to potential clients and act as a trusted advisor. The BDO will collaborate closely with cross-functional teams to achieve revenue and market share targets, aligning with Dynasty Financial Partners' values, offerings, and pricing strategies to successfully close new business. Reporting to a Regional Director, this role will be primarily responsible for recruiting new clients but will also be responsible for supporting existing client relationships as part of the regional team. Frequent travel to support sales activities is expected, including regular visits to company headquarters and other industry and company events. RESPONSIBILITIES: Set Regional Business Development Strategy: Develop and execute business development strategies to achieve the organization's goals and objectives. Identify new market opportunities, assess market trends, and work with Sales Operations to formulate and execute plans to expand the business and drive revenue growth. Meet Production Targets: Annual production targets will be set by Sales Leadership at the start of each year and must be consistently met. Lead Generation and Prospecting: Proactively identify and source new business opportunities by leveraging industry knowledge, market research, and networking. Utilize a variety of channels; COI channels, recruiting, cold calling, industry events, existing industry relationships, and professional social and digital media platforms to generate leads. Develop and implement innovative strategies to attract and engage potential clients. Relationship Building: Build and maintain strong relationships with clients, partners, industry associations, and other stakeholders. Foster long-term partnerships and collaborations that drive business growth, enhance brand reputation, and create value for all parties involved. Proposal Development and Negotiation: Prepare, present, and negotiate compelling proposals, pitches, and presentations to prospective clients. Lead contract negotiations and commercial discussions to secure new business deals and partnerships. Ensure agreements align with the organization's goals and objectives. Be a Dynasty Ambassador: Act as the voice of Dynasty in the local region by attending conferences, networking groups, industry events, and actively engaging on social platforms. Be prepared to effectively serve as a spokesperson for the Company on industry-related topics. Professional Conduct: At all times act with a high degree of professionalism and integrity. Maintain books and records, adhere to internal policies and procedures, deliver high quality work product, and respect, support and foster collaborative relationships with colleagues. Requirements QUALIFICATIONS Bachelor's Degree in Business Administration, Finance, or related field. Master's Degree Preferred. Proven experience in business development, sales, or a related field, with a track record of driving revenue growth and achieving business targets. Strong strategic thinking and analytical skills, with the ability to identify and evaluate new business opportunities. Excellent negotiation skills, with the ability to build rapport, influence decision-makers, and close deals. Strong communication skills (both oral and written) and interpersonal skills. Strong organizational and time management skills are needed to maintain a healthy pipeline, prioritize workload, handle multiple tasks, and meet deadlines. Detail oriented, able to work independently and effective at completing projects/tasks on time and on budget. Work Travel: Members of the Business Development Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located remotely there will be an expectation of travel for a client firm, less travel than normal could be expected. However, travel will still be involved, at the very least to travel back to Dynasty Headquarters in St. Petersburg, Florida. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

We are seeking a motivated, self-starting individual to join our firm as an Associate, Billing Analyst. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to Dynasty's AVP- Assistant Billing Supervisor and is an in-office position in downtown St. Petersburg, Florida. The Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). This role is integral to executing the various duties conducted through the department including client account setup on the Investment Management Account platform, performing tasks as part of the transition operations onboarding process, providing excellent client service related to client accounts, and processing advisor and manager fee billing. This position must work effectively with internal members of the Dynasty team and engage management, independent financial advisors, and technology resource partners. Responsibilities: Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians. Work directly with Dynasty team members and our clients as a subject matter expert to ensure the delivery of Operational advisory fee billing activity Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences Communicates with custodians, resource partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform. Monitors accounts and activities on platform for both professionally managed and advisor managed programs. Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices. Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms. Participates in special projects and cross-trains on other departmental functions. Acts as backup to support while team members are away from the office. Other duties as assigned. Requirements Requirements: Bachelor's degree in Finance, Computer Science, Data Analytics or relevant field. 1 - 3 years of experience in financial services or applicable industry. Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing Wealth Management or Financial Services background helpful but not required Entrepreneurial mindset - Ability to adapt and innovate in a fast-paced environment Client experience - Ability to consult internal and external clients; Strong client-first mentality Culture carrier - Adopt Dynasty's culture of accountability, fairness, teamwork, and transparency Strong quantitative and analytical skills - You can detect and translate a story behind numbers and data Verbal and written communication skills - You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style Critical thinking and problem-solving abilities - Ability to think unconventionally in proposing potential solutions or opportunities to issues Strong learning orientation and lean into new opportunities and are willing to challenge the status quo Strong attention to detail to ensure quality standards are met without impairing workflow. Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines. Successful candidates will: Act with an entrepreneurial spirit and a willingness to show initiative Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs Think proactively to create value and stickiness with clients (both internal and external) Be comfortable working and thriving in a demanding and fast-paced environment Be a culture carrier and adopt Dynasty's culture of accountability, fairness, teamwork, and transparency Show eagerness to learn and grow within the firm BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Dynasty Outsourced Chief Financial Services (OCFO) team is looking for a motivated individual that will contribute to helping our partner firms run their business effectively. This exciting position provides an opportunity to help support existing functions as well as build and enhance processes through expansion. Our OCFO team supports our clients by providing best in class financial analysis and accounting support. Our environment is challenging and fast paced. Strong communication skills, accountability, attention to detail and resourcefulness are essential to effectively respond to client issues that arise through daily interaction as a trusted partner. KEY RESPONSIBILITIES: The associate is responsible for performing various accounting functions to ensure accurate financial reporting and compliance with accounting standards. Managing general ledger activities, including preparing journal entries and reconciliations. Accounts Payable, Accounts Receivable and Payroll Processing. Preparing monthly, quarterly, and annual financial statements. Assisting in the month-end closing process and ensuring adherence to deadlines. Supporting Client Audits by providing documentation and explanations. Assisting with Client budgeting and forecasting efforts. Requirements ESSENTIAL SKILLS AND QUALIFICATIONS Bachelor's degree in accounting, finance, or a related field. Strong knowledge of Generally Accepted Accounting Principles (GAAP). Proficiency in accounting software including Quickbooks Online and Sage Intacct and advanced Microsoft Excel skills (including Vlookups and pivot tables). Excellent analytical and problem-solving skills, with a keen attention to detail and a high level of accuracy.· Strong communication and interpersonal skills, with the ability to collaborate effectively with diverse teams and stakeholders. Experience with account reconciliations and the monthly close process. Minimum of 2-5 years of experience in accounting or finance, with a progression in the complexity of tasks. Detail oriented with strong organizational and time management skills, able to multitask and prioritize mult Iple work streams effectively. Must be able to perform in a fast paced, results oriented culture; ability to build rapport and instill confidence with Dynasty team, Partner Firms and Resource Partners essential. A demonstrated commitment to both partnership and teamwork, and initiative to proactively address issues as they arise. Additional desirable skills and experience Experience in the Independent Financial Advisors space is a plus. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty is building an integrated advisor platform that combines proprietary applications with leading third-party solutions. As the Head of Engineering, you will serve as a strategic, hands-on leader and trusted partner to our product organization, overseeing a multi-disciplinary team across software, data, and cloud engineering. In addition to setting the technical vision, you will be directly involved in architectural decisions, code reviews, and technical problem-solving as needed. You will be responsible for driving the delivery of secure, scalable, and innovative solutions leveraging Microsoft Azure, the .NET Platform, M365, and Data Bricks. This role requires you to lead by example, actively engaging in technical work while aligning technology initiatives with business objectives and ensuring the successful execution of our product roadmap through effective leadership, technical guidance, and close collaboration with stakeholders and executives. Responsibilities Lead, mentor, and retain a high-performing, hands-on engineering team across software, data, and cloud disciplines. Set ambitious goals and OKRs, oversee capacity planning, and champion ongoing improvements in SDLC quality, predictability, and velocity. Ensure all work is aligned with product roadmaps and enterprise priorities, personally engaging in architectural reviews and technical problem-solving when needed. Define and monitor team health and delivery metrics-including throughput, cycle time, escaped defects, and change fail rate-while partnering closely with Product to translate business outcomes into measurable engineering objectives. Actively participate in code reviews and technical guidance to uphold standards. Provide technical leadership in architecting cloud-native services and applications on Azure, directly contributing to solution design and hands-on implementation. Ensure all solutions meet performance, reliability, security, compliance, and cost targets through active involvement in technical decisions. Develop and maintain technical specifications, solution diagrams, and reference architectures. Advocate for and implement modern design patterns such as SOLID principles, event-driven architectures, and microservices where appropriate, with direct, hands-on contributions to technical deliverables. Translate business objectives into actionable roadmaps and technical frameworks, managing trade-offs across scope, time, and risk. Communicate progress, challenges, and dependencies to executives and stakeholders, while remaining directly involved in technical execution and troubleshooting. Requirements Requirements Experience: Minimum 7+ years in software/data engineering, with at least 3 years directly leading engineering teams as both a strategic and hands-on leader. Demonstrated success delivering cloud-native systems at scale and engaging with stakeholders and executives on both technical and business matters. Platform expertise: Deep, hands-on experience with Azure services (App Services/Container Apps, Functions, Storage, Data Factory/Data Bricks), M365, and direct involvement in building, deploying, and optimizing solutions in these environments. Identity & data: Strong working knowledge of Entra ID/Azure AD fundamentals, environment strategy, and Dataverse schema design. Proven ability to design and implement data pipelines, ensure data quality, and enforce governance practices through hands-on technical work. SDLC & DevOps: Expertise in CI/CD (Azure DevOps/GitHub), automated testing, and observability (Azure Monitor/App Insights). Capable of setting, enforcing, and personally upholding engineering standards through direct participation in the development lifecycle. Security/Compliance: Solid understanding of SOC 2 Type 2 controls, secure coding practices, and access management, with a track record of implementing these requirements in hands-on engineering work. Communication & leadership: Exceptional executive-ready communication skills, with the ability to craft and share technical roadmaps and stories. Demonstrated success in coaching and developing engineers, setting clear expectations, and actively engaging in team development through technical leadership and example. Preferred, but not required: Certifications: AZ-900, AZ-104, AZ-400, PL-200/PL-400, SC-100. (Baseline AZ-900 is preferred.) Experience in Wealth Management / WealthTech (billing, performance reporting, custodial data, CRM). BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: We are seeking a motivated, self-starting individual to join our firm as a Senior Associate, Overlay Trading Manager. This role will be responsible for overseeing the overlay trading desk operations team that executes with accuracy in accordance with firm mandated investment guidelines, client directed requests, and external money managers. The ideal candidate will possess advanced knowledge and skills obtained through experience executing trades with money managers based on product models and guidelines. The Overlay Desk Manager will establish policies and procedures that adhere to industry standard trading practices. The manager will have extensive contact with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and such as technology platforms, custodians, and asset managers. This role is an in-office position in downtown St. Petersburg, Florida. Responsibilities: Assist the trading team in an in-person, trade style setting. Support the daily supervision requirements of Overlay Trading operations. Track and optimize appropriate trade error information across multiple custodians and block trading accounts. Develop and drive key metrics across the Investment Platform to measure volumes and trends. Partner internally with other Dynasty departments including Investments, Operations, Relationship Management and Technology, as well as others to ensure ongoing support and integration. Individual will be responsible for monitoring workloads, ensuring operational groups have optimal controls in place to mitigate risk and ensuring all policies and procedures are adhered to and properly documented Individual must be familiar with a variety of equity, fixed income and alternative investment products including experience in operationally supporting post trade processing for trade matching, confirmation, trade settlement. Monitor daily trading activity to ensure collaboration with other internal operational teams. Communicate daily with external counterparties to address any breaks to workflow. Train and develop APM users to research and resolve complex trade sessions. Assist in the development and implementation of departmental policies and procedures guides. New client onboarding - includes reviewing trade guidelines, custodian requirements, client reporting needs and system readiness and ability to present, educate and explain tools to new and existing clients. Requirements: Bachelor's Degree in Accounting/Finance or equivalent required Minimum of 2-3 years of experience, preferably at a RIA, Financial Services company, or applicable wealth management firm. Proficient with various Trading tools and custodians such as Schwab, Fidelity, and Pershing. Intermediate to advanced knowledge of equity and fixed income post trade handling. Intermediate to advanced knowledge of MS Word and Excel. Entrepreneurial mindset - Ability to adapt and innovate in a fast-paced environment Strong quantitative and analytical skills - You can detect and translate a story behind numbers and data. Excellent verbal and written communication skills - ability to translate and present complicated ideas in a simple, easy to understand style. Exceptional critical thinking and problem-solving abilities; ability to think unconventionally in proposing potential solutions or opportunities to issues. Proven ability to multi-task and manage multiple projects effectively and work well under pressure to deliver high-quality work within tight deadlines. Successful candidates will: Act with an entrepreneurial spirit and a willingness to show initiative. Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs. Think proactively to create value and stickiness with clients (both internal and external). Be comfortable working and thriving in a demanding and fast-paced environment. Be a culture carrier and adopt Dynasty's culture of accountability, fairness, teamwork, and transparency. Show eagerness to learn and grow within the firm. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Dynasty Investment team is responsible for the delivery and servicing of the investment platform to the Dynasty network of independent financial advisors. Services include Outsourced CIO, portfolio consulting, support, investment product access, technology access, market commentary, capital market transactions, investment committee participation, and more. The Client Portfolio Manager AVP role will be integral to the Investment Management and Research team. We are seeking a knowledgeable and dynamic person to join our team, focused on supporting the portfolio management process and client coverage. The ideal candidate will have an interest in financial markets and portfolio management and will want to develop a deep understanding and ownership of our products, operational policies, and investment process. KEY RESPONSIBILITIES: Support client deliverables by preparing detailed proposals for new assets, compiling monthly market and portfolio updates, and handling ad-hoc requests with precision and timeliness to ensure advisors have accurate, actionable information. Collaborate with senior team members on investment research and capital market analytics, contributing data-driven insights and supporting the development of portfolio positioning strategies that align with Dynasty's investment philosophy. Communicate Dynasty's House View and portfolio positioning, providing context on market outlook and strategic tilts to help advisors articulate the firm's investment philosophy. Deliver timely updates on portfolio changes and asset allocation shifts, explaining the rationale behind adjustments and their impact on client portfolios. Maintain competitive landscape awareness and articulate product differentiation. Support RIA relationships by addressing inquiries and helping ensure adoption of model portfolios. Prepare performance reports and contribute to quarterly reviews with return and attribution analysis. Provide marketing materials and commentary to support RIA business development and client presentations. Requirements QUALIFICATIONS 3-5 years of experience in investments, portfolio analytics, or client service. Bachelor's degree in finance, economics, or a related field. Series 7 registration preferred but not mandatory. Progress toward MBA, CFA, CIMA , or CAIA designations a plus, but not required. Strong interest in financial markets, investment strategies, capital markets, and portfolio management. Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred. Excellent communication and presentation skills. Excel and PowerPoint experience required. Client focused with a dedication to delivering high quality service. Detailed Oriented with strong analytical and problem-solving abilities. Possess the ability to complete tasks with minimal supervision and willingness to take initiatives. Must be able to partner, collaborate and work in a team environment. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty's network of independent financial advisors. Dynasty's investment platform offering includes robust portfolio management and managed account solutions, access to research, thought leadership, and market commentary, investment consulting services, Outsourced CIO services, broad investment product access, capital markets solutions, and integrated technology for implementation. We are seeking a Vice President, Investment Solutions Specialist to join our client coverage and Investment Solutions team. In this role, you'll act as a strategic partner and consultant to our network of independent advisors. You'll provide access to a wide range of investment solutions, including proprietary model portfolios and managed account solutions, third-party strategies and SMAs, private market investments, and capital markets offerings. This is a high-impact, relationship-driven role ideal for a self-starter who thrives on delivering value, solving complex investment challenges, and collaborating across teams. Regular travel is required to build strong advisor relationships and drive platform adoption. This role will be the key point of contact between the Investment team and some of Dynasty's largest advisor relationships. Key Responsibilities * Develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails. * Prioritize in-person engagement, requiring routine travel to strengthen advisor connections. * Use a consultative approach to present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs. * Provide expert insights on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning. * Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs. * Host or lead educational initiatives in partnership with Dynasty team members and/or third-party asset managers. * Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings. Requirements Qualifications * Proven track record of building and maintaining relationships with financial advisors and institutional clients. * Experience presenting investment solutions and market insights to sophisticated audiences. * 5-10 years of industry experience including background in investment product distribution and consulting. * Bachelor's degree in finance, economics, or a related field. * Series 7 and Series 65/66 registrations preferred (or ability to obtain within 90 days of hire). * Progress toward CFA, CIMA, or CAIA designations a plus, but not required. * Excellent communication and presentation skills. * Excel and PowerPoint experience required. * Client focused with a dedication to delivering high quality service. * Detail oriented with strong analytical and problem-solving abilities. * Willingness to take initiative and execute with a degree of autonomy. * Must be able to partner, collaborate and work effectively in an in-office, team-based environment. BENEFITS * Health Insurance * Dental Insurance * Vision Insurance * Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability benefits * Voluntary Life Insurance * Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program Duration of program: June 1st - August 7th Exact responsibilities will vary based on business unit assignment Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.