- Experience
- 7+ yrs
- Location
- St Petersburg, Florida, United States
- Job type
- Full-time
Required skills
- Microsoft 365
- Microsoft Excel
- Microsoft Power Automate
- Microsoft Power Apps
- Microsoft SharePoint
- Salesforce
- Black Diamond
- Addepar
- eMoney
- MoneyGuide
About the role
7-10+ years experience in financial technology, wealth management, or financial services; bachelor's degree or equivalent; experience in relationship management, product management, client success, or technology consulting; CRM and financial planning platform experience preferred; travel 4-6 times annually.
About Dynasty Financial Partners
Technology-enabled wealth management platform and business-services provider serving independent advisory firms and high- and ultra-high-net-worth clients.
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