Senior Partner Success & Technology Strategy Lead

Dynasty Financial Partners, LLC

Saint Petersburg (FL)

Hybrid

USD 140,000 - 210,000

Full time

4 days ago

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Job summary

Dynasty Financial Partners, LLC is seeking a seasoned Partner Success Manager to lead strategic relationships with the firm’s Network Partners. You will own executive reviews, drive adoption of Dynasty’s technology stack, and translate complex tech into tangible business outcomes.

You will mentor junior staff, organize training, and collaborate with Product, Engineering, Finance, Compliance, and Marketing to improve cross‑departmental efficiency. Travel to partner offices nationwide is expected.

Qualifications

7–10 years of work experience in fintech, wealth management, or financial services.
Bachelor’s degree; MBA a plus.

Responsibilities

Serve as senior technology consultant and strategic partner to Network Partners.
Lead executive business reviews and drive platform adoption and ROI.
Translate technology into business outcomes for partners.
Mentor junior PSMs and collaborate with cross-functional teams.
Organize training and enablement sessions with vendors.
Support configurations across Dynasty’s tech stack and tools.
Collaborate with Product, Engineering, Finance, Legal, and Marketing for efficiency.
Travel onsite to partner offices nationwide 4–6 times per year.