Dynasty Financial Partners jobs in Saint Petersburg, FL

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.

We are seeking a highly organized, analytical, and execution-oriented Project & Business Operations Manager to drive cross-functional initiatives focused on operational workflow improvement, platform integration, and data management within our Turnkey Asset Management Platform (TAMP) ecosystem. This individual will play a dual role: managing projects that support data and system connectivity while also identifying and implementing scalable process improvements across business functions. Success in this role requires deep collaboration with stakeholders across Operations, Technology, Investments, and third-party partners including custodians, asset managers, data vendors, and TAMPs. Ideal candidates will have experience in investment operations or fintech platforms, demonstrated strength in project execution, and a process-minded approach to problem-solving. Project Management & Strategic Execution Lead the planning and execution of projects tied to operational data, system integration, and TAMP platform enhancements. Manage timelines, milestones, risks, and stakeholder coordination to ensure deliverables are on time and aligned with business goals. Provide regular project updates, performance metrics, and progress reports to senior leadership. Data Integration & Platform Connectivity Oversee ingestion, reconciliation, and validation of custodial, transactional, and pricing data from platforms such as Schwab, Fidelity, Pershing, Envestnet, Vestmark, 55ip, iCapital, and CAIS. Resolve data quality issues by partnering with internal and external stakeholders to ensure consistency and accuracy across systems. Lead efforts to onboard or enhance API, SFTP, or FIX-based data feeds across investment platforms. Business Process Optimization Assess and improve existing operational workflows across investments, finance, and client service. Conduct current-state and future-state process mapping using SOPs, flowcharts, or documentation tools. Identify gaps, inefficiencies, or root causes and implement structured solutions that drive scale and reduce risk. Monitor the impact of changes and drive adoption of new processes or systems across teams. Operational Enablement & Documentation Maintain accurate and accessible process documentation, including SOPs and workflows, across operational functions. Ensure that process changes are clearly communicated and integrated into team training and support resources. Serve as a go-to resource for operational questions and cross-functional enablement. Cross-Functional Collaboration Act as a liaison between Operations, Technology, Investments, and external vendors to translate business requirements into technical solutions. Support rollout of new tools, workflows, and platform capabilities with proper testing, feedback collection, and change management. Foster collaboration between teams by leading regular project syncs, workflow reviews, and KPI tracking. Requirements Relevant BA/BS degree in Data Analytics, Business, or Computer Science (preferred) 3-5 years of experience in investment operations, project management, or process improvement within an RIA, TAMP, fintech platform, or custodial environment. Familiarity with investment data types (positions, trades, pricing, corporate actions) and multi-custodial platforms. Experience working with platforms such as Vestmark, Envestnet, 55ip, iCapital, or CAIS. Strong command of project management tools (e.g., Monday.com, Smartsheet, JIRA) and documentation platforms (Lucidchart, Visio). Proficiency in Microsoft Office, particularly Excel. Demonstrated ability to manage complex projects, improve workflows, and communicate across diverse stakeholder groups. Preferred Attributes- Highly organized with a strong attention to detail and structured thinking. Thrives in high-growth, fast-paced environments with shifting priorities. Passionate about improving the advisor and client experience through better data, integration, and operations. Adaptable team player with strong communication and change management skills. Motivated by problem-solving and operational excellence, not afraid to roll up sleeves and lead from the front. U.S. military experience (active duty or reserve) a plus, particularly in operations, planning, logistics, or team leadership.

Dynasty Financial Partners is actively seeking a proactive and forward-thinking Cybersecurity Specialist to become an integral part of our expanding technology team. The successful candidate will play a pivotal role within our security operations team, contributing to the strengthening our services and safeguarding of our internal systems and infrastructure. In this role, you will be providing training, expert advice, deploying effective security measures, and managing comprehensive security solutions, all to ensure the highest level of protection for both our operations and our exclusive Network Partner firms. This dynamic role, based in our St. Petersburg, Florida office, provides a unique opportunity to make a significant impact on our cybersecurity efforts and will report directly to Dynasty's SVP, IT. We invite you to join us in our mission to maintain and enhance the security of our digital landscape. Responsibilities: Manage security training programs and email phishing campaigns. Stay up to date with relevant statutory, regulatory, and legal related to Dynasty, the financial services industry, and the network. Stay up to date of the latest cybersecurity threats, vulnerabilities, and industry best practices, providing guidance to enhance the organization's security posture. Create and deliver comprehensive reports and presentations on cybersecurity metrics, incidents, and risk assessments to management and stakeholders. Monitor and analyze alerts from security tools, logs, networks, and systems to identify and investigate suspicious or malicious activity. Conduct internal risk assessments and vulnerability analyses to identify and prioritize security vulnerabilities. Provide incident response support, including managing and resolving security incidents. Coordinate, and manage security tools/controls, ensuring the effective detection and prevention of cyber threats. Write and maintain documentation and detailed diagrams outlining security systems capabilities and processes. Mentor and guide other members of the Technology team and company, fostering a culture of continuous learning, open feedback loop, and skill development. Ability to work through a ticketing system. Requirements Bachelor's degree in Cybersecurity, Information Technology, or a related field. Minimum of 3-5 years of experience in cybersecurity roles, with a focus on training and phishing, Proficiency with phishing simulation platforms. Experience with leading cybersecurity tools and technologies, including SIEM, IDS/IPS, firewalls, and endpoint protection. Strong presentation skills. Excellent communication and interpersonal skills, with the ability to convey complex technical concepts to non-technical stakeholders. Experience as a member of a team to leading incident response efforts effectively. Solid understanding of common cybersecurity frameworks, such as NIST, ISO 27001, and CIS Critical Security Controls. Certifications such as CISSP, CISM, CEH, or other relevant certifications are highly desirable. Hands-on experience with conducting penetration testing and vulnerability assessments. Proficiency in relevant scripting, querying, and programming languages (e.g., Python, PowerShell, KQL) for automation and analysis. Able to excel in a collaborative team environment with open communications. Additional experience with incident response, threat detection, and vulnerability management is a plus. Experience with ITIL standards and general helpdesking is a plus. Experience and understanding of standard employee productivity suites-Microsoft Office/Outlook, mobile device configurations and support is a plus. Experience and understanding of networking principles is a plus. Experience within a Financial Services institution is a plus. Successful candidates will: Demonstrate excellent communication skills, organization, and attention to detail to effectively collaborate with internal teammates. Act with an entrepreneurial spirit, and a willingness to show initiative. General willingness to learn 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.

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 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.

We're looking for a Business Analyst to help drive the development of new Wealth Technology products and enhance existing Products. You will act as a bridge between business needs and technology solutions, working closely with stakeholders, product managers, and engineering teams to deliver high-impact projects. A Business Analyst provides strategic management consulting to companies and businesses, advises on ways to improve operations, increase efficiency, optimize processes, reduce costs and increase revenues; may recommend systems or organizational change. Key responsibilities: Gather, analyze, and document business requirements for financial products and systems. Collaborate with cross-functional teams to design and improve product features and workflows. Translate business needs into detailed functional specifications and user stories. Conduct market and competitor analysis to support strategic initiatives. Map current-state and future-state processes, identify inefficiencies, and recommend actionable improvementsto business processes and systems. Support QA and UAT processes by reviewing test cases and validating outcomes. Leverage data analysis to identify trends, measure process performance, and uncover opportunities for automation or enhancement. Generate insightful reports and dashboards to monitor performance and support decision-making. Requirements Essential skills and qualifications: Bachelor's degree in Business, Finance, Information Systems, or related field. 3 years of experience as a Business Analyst, ideally within the fintech or financial services sector. Strong understanding of financial products, services, and industry regulations. Demonstrated experience in process mapping, process improvement, and operational optimization. Experience with Agile/Scrum methodologies. Proficient in business analysis tools (e.g., JIRA, Confluence, Excel, SQL). Strong analytical, problem-solving, and communication skills. Ability to work independently and manage multiple priorities in a fast-paced environment. Additional desirable skills and experience Experience working with APIs, digital wallets, payment platforms, or blockchain solutions. Familiarity with data visualization tools like Tableau or Power BI. Certification in Business Analysis (e.g., CBAP, CCBA) 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 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.

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 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 Wearing proper items, such as gloves, gowns, masks, safety glasses, etc Making any necessary patient, pharmacy or insurance phone calls as delegated by the Clinical Coordinator Documenting all interactions with patients, pharmacies or insurance in the EMR including exams, phone calls or other interactions Ensuring all necessary consent paperwork is explained to and signed by the patients and properly delivered to the Front Office Staff to place in EMR Giving any written or oral instructions to the patients at the conclusion of exam relating to instructions from doctor, medications, etc Upon departure, letting the patient know to sign up for the patient portal for all biopsy results, refill requests, appointment requests, medical questions and general communication with the practice Accurate and precise pathology labeling, processing, paperwork including identifying which pathology lab participates in the patients insurance. Documentation is crucial in all biopsies and results. Double and triple check your work. Being familiar with all OSHA standards including Blood-borne Pathogen standards. This training will take place upon each new hire and will be conducted annually by the Practice 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

Overview:?This position is for a Salesforce solutions architect to take on the role of Senior Implementation Manager who will oversee the Implementation Specialists team. They will serve in a player/coach compacity where they will both manage the team and the architecture of multiple customized instances of Salesforce with a Practifi overlay. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the SVP to ensure quality customization and administration work on the Dynasty CRM Platform. A successful candidate must be able to work and communicate effectively with Client Success Managers and Support Desk teammates, in addition to being adept at collaborating with 3rd-party technology vendors. Responsibilities: Leadership and Management: Supervise and mentor the Junior Implementation Specialist, providing guidance and support to ensure successful project execution. Manage work between multiple resources for weekly sprints, ensuring efficient allocation and utilization of team members. Oversee complex system conversion projects and new integration implementation ensuring timely and accurate completion/delivery. Coordinate with 3rd-party developers, dividing project effort between internal and external resources, and managing project timeframes and budget. Technical Expertise: Daily customization of multiple instances of Salesforce with a Practifi overlay, balancing tactical and strategic project workload. Create and manage complex workflows utilizing mainly declarative tools in Salesforce. Develop and deploy customized reports and dashboards to CSM specifications. Setup integrations to other platforms. Export, transform, and import data between systems. Ensure all technical deliverables are comprehensive and align to the scope of the project Manage a QA process for all work done by the Implementation Specialists Team. Craft work item descriptions and document changes to instances. Keep abreast of Salesforce releases and new features and provide recommendations for new features to incorporate into the system. Collaboration and Communication: Work and communicate successfully with Client Success Managers and Support Desk teammates. Collaborate with 3rd-party technology vendors to ensure seamless integration and project execution. Track and estimate resources spent on projects, providing regular updates to stakeholders. Strategic Planning: Ability to successfully navigate a fast-paced environment with rapidly changing priorities and complex challenges. Translate business requirements into implementation work, ensuring alignment with organizational goals. Provide strategic recommendations for system improvements and new features. Requirements Requirements: 5+ years of Salesforce administrator experience. 3+ years of Salesforce solutions architect experience. 1+ years of managerial experience. Ability to translate business requirements into technical implementation work in Salesforce platform. Experience as an administrator or developer within a Practifi (or other financial services ISV Salesforce platform partners) environment. Proficient with Microsoft Office, specifically Excel. Knowledge of Salesforce custom objects, triggers, flows, and lightning components/pages. Knowledge of SOQL/SQL. Experience in Wealth Management/Financial Services space. Diligent and detail-oriented. This role is ideal for a candidate who is looking to step into a leadership position, manage a growing team, and leverage their expertise in Salesforce and Practifi to drive successful implementation projects for the Dynasty Network Partners. 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.

Job DescriptionDescription: 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.

Job DescriptionDescription: Dynasty Financial Partners is seeking a motivated, self-starting individual to join our team and pursue our shared goal of providing exceptional service to our clients. As a Senior Software Engineer, you will serve as a dedicated resource for various software projects and assist with internal and external client solutions/product-based support. This role will be reporting to our Director of Engineering and working with a highly skilled team of developers, architects, analysts, data engineers, and product owners in an agile development environment. 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 scalable, high-availability applications using Azure services. • Implement containerized applications using Azure Container Apps and orchestration tools such as Kubernetes. • Utilize Azure Redis Cache for high-performance data retrieval and caching strategies. • Develop and optimize SQL Server databases for performance and scalability. • Design and implement RESTful APIs and integrate microservices to support application functionality. • Develop front-end interfaces using React, ensuring a seamless and responsive user experience. • Develop GenAI solutions and architecture • Collaborate with cross-functional teams to define, design, and ship new features. • Ensure the best possible performance, quality, and responsiveness of applications. • Maintain code quality, organization, and automatization. • Stay current with new technology trends and evaluate new technologies to enhance existing systems. • Serve as a technical lead on projects, providing guidance and mentoring to other Requirements: Requirements • Bachelor's or Master's degree in Computer Science, Engineering, or a related field. • Minimum of 5 years of software development experience with a proven track record of successful development efforts. • Strong experience with Azure cloud services, Azure DevOps, and CI/CD pipelines. • Expert knowledge of Container Apps and Docker. • Proficient with Redis and SQL Server, as well as database design and management. • In-depth experience with building and consuming APIs in microservices architecture. • Solid understanding of React and modern front-end development practices. • Excellent problem-solving and communication skills. • Ability to work independently and as part of a team in a fast-paced environment. Relevant Certifications • Microsoft Certified: Azure Developer Associate • Microsoft Certified: Azure Solutions Architect Expert • Certified Kubernetes Application Developer (CKAD) or Certified Kubernetes Administrator (CKA) • Microsoft Certified: Azure Data Engineer Associate • Microsoft Certified: Azure Database Administrator Associate • React certification from a recognized provider (if available) 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.

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.

Overview: This position is for a Salesforce solutions architect to take on the role of Senior Implementation Manager who will oversee the Implementation Specialists team. They will serve in a player/coach compacity where they will both manage the team and the architecture of multiple customized instances of Salesforce with a Practifi overlay. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the SVP to ensure quality customization and administration work on the Dynasty CRM Platform. A successful candidate must be able to work and communicate effectively with Client Success Managers and Support Desk teammates, in addition to being adept at collaborating with 3rd-party technology vendors. Responsibilities:Leadership and Management: * Supervise and mentor the Junior Implementation Specialist, providing guidance and support to ensure successful project execution. * Manage work between multiple resources for weekly sprints, ensuring efficient allocation and utilization of team members. * Oversee complex system conversion projects and new integration implementation ensuring timely and accurate completion/delivery. * Coordinate with 3rd-party developers, dividing project effort between internal and external resources, and managing project timeframes and budget. Technical Expertise: * Daily customization of multiple instances of Salesforce with a Practifi overlay, balancing tactical and strategic project workload. * Create and manage complex workflows utilizing mainly declarative tools in Salesforce. * Develop and deploy customized reports and dashboards to CSM specifications. * Setup integrations to other platforms. * Export, transform, and import data between systems. * Ensure all technical deliverables are comprehensive and align to the scope of the project * Manage a QA process for all work done by the Implementation Specialists Team. * Craft work item descriptions and document changes to instances. * Keep abreast of Salesforce releases and new features and provide recommendations for new features to incorporate into the system. Collaboration and Communication: * Work and communicate successfully with Client Success Managers and Support Desk teammates. * Collaborate with 3rd-party technology vendors to ensure seamless integration and project execution. * Track and estimate resources spent on projects, providing regular updates to stakeholders. Strategic Planning: * Ability to successfully navigate a fast-paced environment with rapidly changing priorities and complex challenges. * Translate business requirements into implementation work, ensuring alignment with organizational goals. * Provide strategic recommendations for system improvements and new features.

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.

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.

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.

Job DescriptionDescription: 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.

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.