Dynasty Financial Partners · 5 hours ago
Enterprise Operations Coordinator
St Petersburg,FL,US
Full-time
Onsite
Mid, Senior Level
5+ years expDynasty Financial Partners is seeking a motivated Enterprise Operations Coordinator to manage and optimize operational processes in their Middle Office. The role involves overseeing vendor relationships, contract governance, and collaborating with various stakeholders to support services.
AdviceConsultingFinanceFinancial ServicesWealth Management
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
Qualification
Required
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
Preferred
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
Company
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
51-200 employees
H1B Sponsorship
Dynasty Financial Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity
Leadership Team
Frank Coates
Executive in Residence
Recent News
2025-12-12
Morningstar.com
2025-12-11
Company data provided by crunchbase