Dynasty Financial Partners · 2 days ago
Transitions Technology Specialist
St Petersburg,FL,US
Full-time
Onsite
Senior Level
5+ years expDynasty Financial Partners seeks a motivated individual to join as a Transitions Technology Specialist, a role focused on supporting RIA client businesses during their transition onto the Dynasty platform. This position involves ensuring technology is properly configured and workflows are documented, while maintaining relationships with Network Partners throughout the transition lifecycle.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Ensure all technology used during the transition process is configured, tested, and documented—including workflows, recommended processes, and best practices
Serve as the primary technology point of contact for incoming Network Partners throughout the transition lifecycle
Coordinate with internal Product, Engineering, and Technology teams to validate system readiness
Own the Network Partner technology relationship for ~3 months pre-launch through ~3 months post-launch
Understand partner business needs and identify opportunities to streamline workflows through technology
Advise partners on best practices for adoption of Dynasty platforms and integrated third-party tools
Assist partners in understanding and implementing recommended transition workflows and processes
Host implementation and training calls independently and jointly with vendors
Create transition-specific documentation, workflow guides, training materials, and best-practice recommendations
Maintain clear and timely communication with partners, internal teams, and resource partners
Collaborate with Dynasty Product & Engineering to communicate transition-driven feedback and support product readiness
Partner with Finance, Legal, Compliance, Relationship Management, and Marketing to support operational efficiencies and transition deliverables
Coordinate technical support needs—including data audits, updates, user permissions, and issue escalation
Travel onsite for all transitions to:
Set up Dynasty and partner-facing technologies
Train the partner’s team on system usage and workflows
Provide real-time troubleshooting and transition-day support
Document onsite observations, partner needs, risks, and follow-up items
Qualification
Required
Experience administrating Salesforce, performance reporting platforms (e.g., Black Diamond, Addepar), or financial planning tools (eMoney, MoneyGuide) strongly preferred
5–7 years of experience in Financial Services or Wealth Management
Bachelor's degree or equivalent experience
Proficiency with Microsoft 365, including Excel, Power Automate, Power Apps, and SharePoint
Ability and willingness to travel extensively for onsite transitions
Ad-hoc domestic travel required based on the timing of launches, including onsite support during and after go-live; quarterly travel may total between 20–50% depending on the transition pipeline
Preferred
Prior experience as a Client Success Manager, Business Analyst, Transition Consultant, or Project Manager 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
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
$175MKey Investors
Abacus LifeEnvestnet
2026-02-05Private Equity
2025-09-29Debt Financing· $125M
2025-08-12Corporate Round
Leadership Team
Frank Coates
Chief Technology Officer
Recent News
Private Banker International
2026-02-06
2026-02-05
Company data provided by crunchbase