Senior Partner Success & Tech Strategy Lead

Dynasty Financial Partners

Florida

On-site

USD 120,000 - 180,000

Full time

3 days ago

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Job summary

Dynasty Financial Partners seeks an experienced Partner Success Manager to oversee a portfolio of Network Partners and drive adoption of Dynasty's technology stack. You will lead executive reviews, translate technology into business outcomes, and partner with Product, Engineering, Finance, Legal, and Marketing to optimize ROI and platform utilization.

The role requires senior-level advisory skills, independent work, and a willingness to travel 4–6 times per year to partner sites nationwide.

Qualifications

7–10+ years of work experience in financial services, fintech, or wealth management.
Bachelor's degree; MBA a plus.
Experience leading executive-level reviews and managing strategic partner relationships.
CRM platforms administration or consulting experience (Salesforce preferred).
Proficiency with Microsoft 365 apps including Excel, Power Automate, Power Apps, and SharePoint.

Responsibilities

Maintain executive-level relationships with Network Partner leadership and principals.
Lead quarterly/executive business reviews with ROI insights and a forward-looking technology roadmap.
Identify opportunities to deepen platform adoption, new feature utilization, or additional training.
Translate complex technical information into clear, executive-ready guidance.
Organize and host training and implementation calls with vendor partners.
Collaborate with Product & Engineering leadership to influence platform roadmap decisions.
Mentor junior Partner Success Managers and share best practices.
Coordinate with Finance, Legal, Compliance, Relationship Management, and Marketing.